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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
Q3 		$57.2K Sell
249
-78
-24% -$16.1K 0.02% 349
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Elevation Wealth Partners's CRM Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Salesforce (CRM) stake by 24% in Q3 2026, selling an estimated $16.1K and leaving 249 shares worth $57.2K. The position accounts for 0.02% of the portfolio, ranked #349.

Elevation Wealth Partners first reported a position in CRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $78K in Q1 2024. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Elevation Wealth Partners held 249 shares of Salesforce worth $57.2K as of Q3 2026.
  • Elevation Wealth Partners sold 78 Salesforce shares in Q3 2026, an estimated $16.1K.
  • Salesforce made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #349 holding.
  • Elevation Wealth Partners first reported a position in Salesforce in Q4 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's Salesforce position peaked at $78K in Q1 2024.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.