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CRM icon

Elevated Financial Group’s Salesforce CRM Stock Holding History

Elevated Financial Group’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.46M Sell
9,292
-32
-0.3% -$5.63K 0.4% 35
2026
Q1 		$1.74M Buy
9,324
+315
+3% +$65.3K 0.57% 28
2025
Q4 		$2.39M Buy
+9,009
New +$2.24M 0.83% 20

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Elevated Financial Group's CRM Position: Q2 2026 in Review

Elevated Financial Group reduced its Salesforce (CRM) stake by 0.34% in Q2 2026, selling an estimated $5.63K and leaving 9,292 shares worth $1.46M. The position accounts for 0.4% of the portfolio, ranked #35.

Elevated Financial Group first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.39M in Q4 2025. 2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Elevated Financial Group held 9,292 shares of Salesforce worth $1.46M as of Q2 2026.
  • Elevated Financial Group sold 32 Salesforce shares in Q2 2026, an estimated $5.63K.
  • Salesforce made up 0.4% of Elevated Financial Group's portfolio in Q2 2026, its #35 holding.
  • Elevated Financial Group first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Elevated Financial Group's Salesforce position peaked at $2.39M in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.