Elevation Wealth Partners’s Salesforce CRM Stock Holding History

Elevation Wealth Partners’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	$51.2K	Buy	327 +99	+43%	+$17.4K	0.02%	296
2026 Q1	$42.6K	Sell	228 -36	-14%	-$7.46K	0.02%	266
2025 Q4	$70K	Buy	264 +31	+13%	+$7.7K	0.02%	198
2025 Q3	$55.2K	Buy	233 +68	+41%	+$17.1K	0.02%	233
2025 Q2	$45K	Hold	165	–	–	0.02%	247
2025 Q1	$44.3K	Hold	165	–	–	0.02%	241
2024 Q4	$55.2K	Hold	165	–	–	0.02%	220
2024 Q3	$45.2K	Sell	165 -94	-36%	-$24.1K	0.02%	228
2024 Q2	$66.6K	Hold	259	–	–	0.03%	191
2024 Q1	$78K	Sell	259 -11	-4%	-$3.17K	0.04%	186
2023 Q4	$54.8K	Buy	+270	New	+$61.1K	0.03%	199
2023 Q3	–	Hold	0	–	–	–	336
2023 Q2	–	Hold	0	–	–	–	347
2023 Q1	–	Hold	0	–	–	–	346

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

Elevation Wealth Partners's CRM Position: Q2 2026 in Review

Elevation Wealth Partners increased its Salesforce (CRM) stake by 43% in Q2 2026, buying an estimated $17.4K and bringing the position to 327 shares worth $51.2K. The position accounts for 0.02% of the portfolio, ranked #296.

Elevation Wealth Partners first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $78K in Q1 2024. 975 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Elevation Wealth Partners held 327 shares of Salesforce worth $51.2K as of Q2 2026.
Elevation Wealth Partners bought 99 Salesforce shares in Q2 2026, an estimated $17.4K.
Salesforce made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #296 holding.
Elevation Wealth Partners first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Elevation Wealth Partners's Salesforce position peaked at $78K in Q1 2024.
975 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.