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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Elevatus Welath Management's CRM Position: Q1 2026 in Review

Elevatus Welath Management opened a new position in Salesforce (CRM) in Q1 2026: 1,074 shares worth $200K. The stake represents 0.11% of the portfolio and ranks #136 among its holdings. This is a return to the name: Elevatus Welath Management previously reported a position in CRM as recently as Q2 2024.

Elevatus Welath Management first reported a position in CRM in Q4 2023 and has held it in 4 quarters since. The position peaked at $273K in Q1 2024. 2,670 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Elevatus Welath Management held 1,074 shares of Salesforce worth $200K as of Q1 2026.
  • Salesforce was a new Elevatus Welath Management position in Q1 2026.
  • Salesforce made up 0.11% of Elevatus Welath Management's portfolio in Q1 2026, its #136 holding.
  • Elevatus Welath Management first reported a position in Salesforce in Q4 2023 and has held it in 4 quarters since.
  • Elevatus Welath Management's Salesforce position peaked at $273K in Q1 2024.
  • 2,670 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Elevatus Welath Management's 13F filing for Q1 2026, filed 15 Apr 2026.