EWM
CRM icon

Elevatus Welath Management’s Salesforce CRM Stock Holding History

Elevatus Welath Management’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 		$237K Buy
1,510
+436
+41% +$76.7K 0.06% 212
2026
Q1 		$200K Buy
+1,074
New +$223K 0.11% 136
2024
Q3 		– Sell
-806
Closed -$207K – 105
2024
Q2 		$207K Sell
806
-101
-11% -$27K 0.08% 100
2024
Q1 		$273K Hold
907
– – 0.11% 74
2023
Q4 		$239K Buy
+907
New +$205K 0.11% 77

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 $3.38T AUM 44.17% 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

Elevatus Welath Management's CRM Position: Q2 2026 in Review

Elevatus Welath Management increased its Salesforce (CRM) stake by 41% in Q2 2026, buying an estimated $76.7K and bringing the position to 1,510 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #212.

Elevatus Welath Management first reported a position in CRM in Q4 2023 and has held it in 5 quarters since. The position peaked at $273K in Q1 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Elevatus Welath Management held 1,510 shares of Salesforce worth $237K as of Q2 2026.
  • Elevatus Welath Management bought 436 Salesforce shares in Q2 2026, an estimated $76.7K.
  • Salesforce made up 0.06% of Elevatus Welath Management's portfolio in Q2 2026, its #212 holding.
  • Elevatus Welath Management first reported a position in Salesforce in Q4 2023 and has held it in 5 quarters since.
  • Elevatus Welath Management's Salesforce position peaked at $273K in Q1 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.