NewEdge Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1633516 NEW ORLEANS, LA

Position in CRM

as of Mar 31, 2026 · filed Jun 3, 2026 Compact

Position Value

$15,773,241

-$6,563,175 QoQ

Shares Held

84,498

+0.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 2.0840976602719623.ToString("F0")% Shared 0.ToString("F0")% None 97.91590233972804.ToString("F0")%

Technology · as of Mar 31, 2026

NewEdge Advisors, LLC holds $183,872,631 across 77 Software - Application names. CRM ranks #4 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SAP	Sap SE	213,482	$36,550,253
2	ADP	Automatic Data Processing Inc	102,024	$20,729,236
3	UBER	Uber Technologies, Inc	265,801	$19,119,065
4	CRM	Salesforce, Inc. This page	84,498	$15,773,241
5	NOW	ServiceNow, Inc.	135,683	$14,185,657
6	INTU	Intuit Inc.	26,280	$11,362,946
7	SHOP	Shopify Inc.	88,957	$10,552,079
8	ADSK	Autodesk, Inc.	41,069	$9,831,918

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,773,241	84,498	+0.2%	Shares	Sole	2026-06-03
2025-12-31	$22,336,416	84,317	+16.9%	Shares	Sole	2026-02-18
2025-09-30	$17,087,700	72,100	-25.5%	Shares	Sole	2025-11-17
2025-06-30	$26,408,117	96,843	+3.0%	Shares	Sole	2025-08-14
2025-03-31	$25,232,817	94,026	-0.1%	Shares	Sole	2025-05-15
2024-12-31	$31,473,826	94,140	+3.3%	Shares	Sole	2025-02-13
2024-09-30	$24,944,013	91,133	+28.6%	Shares	Sole	2024-11-14
2024-06-30	$18,222,990	70,879	-0.7%	Shares	Sole	2024-08-16
2024-03-31	$21,487,084	71,343	+18.5%	Shares	Sole	2024-05-14
2023-12-31	$15,840,238	60,197	+25.3%	Shares	Sole	2024-02-13
2023-09-30	$9,745,201	48,058	+20.5%	Shares	Sole	2023-11-14
2023-06-30	$8,422,936	39,870	+33.4%	Shares	Sole	2023-08-14
2023-03-31	$5,971,823	29,892	+41.6%	Shares	Sole	2023-05-12
2022-12-31	$2,798,046	21,103	-0.0%	Shares	Sole	2023-02-14
2022-09-30	$3,035,743	21,105	-1.1%	Shares	Sole	2022-11-14
2022-06-30	$3,521,293	21,336	+1.7%	Shares	Sole	2022-08-09
2022-03-31	$4,456,384	20,989	-26.1%	Shares	Sole	2022-05-13
2021-12-31	$7,214,750	28,390	+46.2%	Shares	Sole	2022-02-17
2021-09-30	$5,265,736	19,415	+7.5%	Shares	Sole	2021-10-29
2021-06-30	$4,412,493	18,064	+2.4%	Shares	Sole	2021-07-22
2021-03-31	$3,736,751	17,637	+3.4%	Shares	Sole	2021-04-26
2020-12-31	$3,794,359	17,051	-40.7%	Shares	Sole	2021-01-27
2020-09-30	$7,229,973	28,768	+10.0%	Shares	Sole	2020-11-03
2020-06-30	$4,901,302	26,164	+161.0%	Shares	Sole	2020-07-29
2020-03-31	$1,443,111	10,023	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.