NewEdge Wealth, LLC

Position in CRM — Salesforce, Inc.

CIK 1861796 STAMFORD, CT

Position in CRM

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$41,459,033

-$22,149,036 QoQ

Shares Held

222,098

-7.5% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 3.0320085368104928.ToString("F0")% Shared 0.ToString("F0")% None 96.9679914631895.ToString("F0")%

Technology · as of Mar 31, 2026

NewEdge Wealth, LLC holds $142,707,494 across 30 Software - Application names. CRM ranks #1 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	222,098	$41,459,033
2	NOW	ServiceNow, Inc.	328,172	$34,310,382
3	UBER	Uber Technologies, Inc	269,613	$19,393,263
4	SHOP	Shopify Inc.	57,623	$6,835,240
5	IDCC	InterDigital, Inc.	13,783	$4,162,466
6	SAP	Sap SE	20,193	$3,457,243
7	ADBE	Adobe Inc.	12,831	$3,118,959
8	TTAN	ServiceTitan, Inc.	47,371	$3,006,163

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,459,033	222,098	-7.5%	Shares	Sole	2026-05-13
2025-12-31	$63,608,069	240,112	+7.4%	Shares	Sole	2026-02-03
2025-09-30	$52,993,911	223,603	+8.6%	Shares	Sole	2025-11-07
2025-06-30	$56,144,144	205,890	-1.9%	Shares	Sole	2025-08-11
2025-03-31	$56,298,707	209,788	-2.1%	Shares	Sole	2025-05-09
2024-12-31	$71,655,277	214,325	+1.6%	Shares	Sole	2025-02-05
2024-09-30	$57,745,693	210,974	+132.9%	Shares	Sole	2024-11-12
2024-06-30	$23,293,774	90,602	+20.5%	Shares	Sole	2024-08-02
2024-03-31	$22,639,098	75,168	-3.5%	Shares	Sole	2024-05-06
2023-12-31	$20,492,816	77,878	-3.0%	Shares	Sole	2024-01-29
2023-09-30	$16,273,703	80,253	-9.2%	Shares	Sole	2023-11-08
2023-06-30	$18,679,397	88,419	-29.8%	Shares	Sole	2023-08-09
2023-03-31	$25,147,507	125,876	-1.4%	Shares	Sole	2023-05-08
2022-12-31	$16,933,068	127,710	+8.9%	Shares	Sole	2023-02-14
2022-09-30	$16,869,123	117,277	-1.6%	Shares	Sole	2022-11-14
2022-06-30	$19,672,602	119,199	+1011.8%	Shares	Sole	2022-08-09
2022-03-31	$2,276,282	10,721	+363.7%	Shares	Sole	2022-05-10
2021-12-31	$587,548	2,312	+56.3%	Shares	Sole	2022-01-31
2021-09-30	$401,134	1,479	+26.3%	Shares	Sole	2021-11-12
2021-06-30	$286,040	1,171	-95.9%	Shares	Sole	2021-08-11
2021-03-31	$6,007,573	28,355	+222.3%	Shares	Sole	2021-05-13
2020-12-31	$1,957,818	8,798	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.