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Elevated Private Wealth’s Salesforce CRM Stock Holding History

Elevated Private Wealth’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 		$1.48M Buy
+9,431
New +$1.66M 1.4% 25
2025
Q4 		$1.49M Buy
+5,631
New +$1.4M 1.54% 19

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 Private Wealth's CRM Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in Salesforce (CRM) in Q2 2026: 9,431 shares worth $1.48M. The stake represents 1.4% of the portfolio and ranks #25 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in CRM as recently as Q4 2025.

Elevated Private Wealth first reported a position in CRM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.49M in Q4 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Elevated Private Wealth held 9,431 shares of Salesforce worth $1.48M as of Q2 2026.
  • Salesforce was a new Elevated Private Wealth position in Q2 2026.
  • Salesforce made up 1.4% of Elevated Private Wealth's portfolio in Q2 2026, its #25 holding.
  • Elevated Private Wealth first reported a position in Salesforce in Q4 2025 and has held it in 2 quarters since.
  • Elevated Private Wealth's Salesforce position peaked at $1.49M in Q4 2025.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.