EWA
CRM icon

Encompass Wealth Advisors’s Salesforce CRM Stock Holding History

Encompass Wealth Advisors’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 		$268K Sell
1,711
-3
-0.2% -$528 0.08% 96
2026
Q1 		$320K Sell
1,714
-101
-6% -$20.9K 0.11% 79
2025
Q4 		$481K Buy
1,815
+104
+6% +$25.8K 0.16% 60
2025
Q3 		$405K Sell
1,711
-4
-0.2% -$1.01K 0.14% 75
2025
Q2 		$468K Buy
1,715
+4
+0.2% +$1.07K 0.17% 66
2025
Q1 		$459K Sell
1,711
-33
-2% -$10.3K 0.19% 65
2024
Q4 		$583K Buy
1,744
+13
+0.8% +$4.15K 0.24% 54
2024
Q3 		$474K Sell
1,731
-242
-12% -$62K 0.12% 147
2024
Q2 		$507K Buy
1,973
+49
+3% +$13.1K 0.13% 134
2024
Q1 		$579K Hold
1,924
– – 0.15% 133
2023
Q4 		$506K Hold
1,924
– – 0.15% 125
2023
Q3 		$390K Buy
1,924
+20
+1% +$4.32K 0.13% 136
2023
Q2 		$402K Sell
1,904
-143
-7% -$29.2K 0.13% 138
2023
Q1 		$409K Sell
2,047
-38
-2% -$6.42K 0.14% 131
2022
Q4 		$276K Buy
2,085
+237
+13% +$34.6K 0.1% 159
2022
Q3 		$266K Sell
1,848
-1,169
-39% -$198K 0.1% 159
2022
Q2 		$498K Hold
3,017
– – 0.18% 107
2022
Q1 		$640K Sell
3,017
-750
-20% -$161K 0.16% 109
2021
Q4 		$957K Buy
3,767
+1
+0% +$281 0.23% 74
2021
Q3 		$1.02M Buy
3,766
+38
+1% +$9.65K 0.27% 66
2021
Q2 		$910K Hold
3,728
– – 0.22% 83
2021
Q1 		$809K Buy
3,728
+1,767
+90% +$393K 0.21% 91
2020
Q4 		$436K Buy
+1,961
New +$477K 0.25% 69

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 $3.37T AUM 44.26% 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

Encompass Wealth Advisors's CRM Position: Q2 2026 in Review

Encompass Wealth Advisors reduced its Salesforce (CRM) stake by 0.18% in Q2 2026, selling an estimated $528 and leaving 1,711 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #96.

Encompass Wealth Advisors first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.02M in Q3 2021. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Encompass Wealth Advisors held 1,711 shares of Salesforce worth $268K as of Q2 2026.
  • Encompass Wealth Advisors sold 3 Salesforce shares in Q2 2026, an estimated $528.
  • Salesforce made up 0.08% of Encompass Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Encompass Wealth Advisors first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Encompass Wealth Advisors's Salesforce position peaked at $1.02M in Q3 2021.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.