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Livermore
Livermore
ZHEN

NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by NewEdge Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overviewAll 13F holders of CRMFull Q2 2026 holdings

Shares (Q2 2026)
18,161
Value
$2.85M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CRM by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,161$2.85M<0.1%−203,937−91.8%ReducedHolders
Q1 2026222,098$41.5M0.5%−18,014−7.5%ReducedHolders
Q4 2025240,112$63.6M0.7%+16,509+7.4%AddedHolders
Q3 2025223,603$56.5M0.8%+17,713+8.6%AddedHolders
Q2 2025205,890$49.6M0.8%−3,898−1.9%ReducedHolders
Q1 2025209,788$56.3M1.0%−4,537−2.1%ReducedHolders
Q4 2024214,325$71.7M1.2%+3,351+1.6%AddedHolders
Q3 2024210,974$57.7M1.0%+120,372+132.9%AddedHolders
Q2 202490,602$23.3M0.5%+15,434+20.5%AddedHolders
Q1 202475,168$20.5M0.5%−2,710−3.5%ReducedHolders
Q4 202377,878$20.5M0.5%−2,375−3.0%ReducedHolders
Q3 202380,253$16.3M0.5%−8,166−9.2%ReducedHolders
Q2 202388,419$18.7M0.6%−37,457−29.8%ReducedHolders
Q1 2023125,876$25.1M1.0%−1,834−1.4%ReducedHolders
Q4 2022127,710$16.9M0.7%+10,433+8.9%AddedHolders
Q3 2022117,277$16.9M0.8%−1,922−1.6%ReducedHolders
Q2 2022119,199$19.7M0.9%+108,478+1,011.8%AddedHolders
Q1 202210,721$2.28M0.1%+8,409+363.7%AddedHolders
Q4 20212,312$588.0K<0.1%+833+56.3%AddedHolders
Q3 20211,479$401.0K<0.1%+308+26.3%AddedHolders
Q2 20211,171$286.0K<0.1%−27,184−95.9%ReducedHolders
Q1 202128,355$6.01M0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.