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Elyxium Wealth’s Salesforce CRM Stock Holding History

Elyxium 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 		$1.04M Buy
6,667
+1,366
+26% +$240K 0.11% 123
2026
Q1 		$989K Sell
5,301
-87
-2% -$18K 0.32% 65
2025
Q4 		$1.43M Buy
5,388
+76
+1% +$18.9K 0.4% 57
2025
Q3 		$1.26M Sell
5,312
-60
-1% -$15.1K 0.44% 48
2025
Q2 		$1.46M Buy
5,372
+236
+5% +$63.1K 0.55% 44
2025
Q1 		$1.38M Buy
+5,136
New +$1.6M 0.61% 40
2024
Q4 		– Sell
-4,883
Closed -$1.34M – 99
2024
Q3 		$1.34M Buy
+4,883
New +$1.25M 0.74% 36

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Elyxium Wealth's CRM Position: Q2 2026 in Review

Elyxium Wealth increased its Salesforce (CRM) stake by 26% in Q2 2026, buying an estimated $240K and bringing the position to 6,667 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #123.

Elyxium Wealth first reported a position in CRM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q2 2025. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Elyxium Wealth held 6,667 shares of Salesforce worth $1.04M as of Q2 2026.
  • Elyxium Wealth bought 1,366 Salesforce shares in Q2 2026, an estimated $240K.
  • Salesforce made up 0.11% of Elyxium Wealth's portfolio in Q2 2026, its #123 holding.
  • Elyxium Wealth first reported a position in Salesforce in Q3 2024 and has held it in 7 quarters since.
  • Elyxium Wealth's Salesforce position peaked at $1.46M in Q2 2025.
  • 1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.