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Evanson Asset Management’s Salesforce CRM Stock Holding History

Evanson Asset 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 		$219K Buy
1,173
+26
+2% +$5.39K 0.01% 301
2025
Q4 		$304K Buy
1,147
+251
+28% +$62.4K 0.02% 260
2025
Q3 		$212K Sell
896
-25
-3% -$6.3K 0.01% 312
2025
Q2 		$251K Buy
921
+101
+12% +$27K 0.02% 287
2025
Q1 		$220K Sell
820
-507
-38% -$158K 0.02% 286
2024
Q4 		$444K Hold
1,327
– – 0.03% 194
2024
Q3 		$363K Sell
1,327
-19
-1% -$4.87K 0.03% 216
2024
Q2 		$346K Sell
1,346
-180
-12% -$48.2K 0.03% 213
2024
Q1 		$460K Hold
1,526
– – 0.03% 194
2023
Q4 		$402K Sell
1,526
-90
-6% -$20.4K 0.03% 200
2023
Q3 		$328K Buy
1,616
+500
+45% +$108K 0.03% 208
2023
Q2 		$236K Buy
+1,116
New +$228K 0.02% 249
2022
Q3 		– Sell
-1,648
Closed -$272K – 262
2022
Q2 		$272K Buy
1,648
+339
+26% +$59.9K 0.03% 219
2022
Q1 		$278K Buy
1,309
+218
+20% +$46.9K 0.03% 232
2021
Q4 		$277K Sell
1,091
-144
-12% -$40.5K 0.02% 240
2021
Q3 		$304K Buy
+1,235
New +$314K 0.03% 225

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

Evanson Asset Management's CRM Position: Q1 2026 in Review

Evanson Asset Management increased its Salesforce (CRM) stake by 2.3% in Q1 2026, buying an estimated $5.39K and bringing the position to 1,173 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #301.

Evanson Asset Management first reported a position in CRM in Q3 2021 and has held it in 16 quarters since. The position peaked at $460K in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Evanson Asset Management held 1,173 shares of Salesforce worth $219K as of Q1 2026.
  • Evanson Asset Management bought 26 Salesforce shares in Q1 2026, an estimated $5.39K.
  • Salesforce made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #301 holding.
  • Evanson Asset Management first reported a position in Salesforce in Q3 2021 and has held it in 16 quarters since.
  • Evanson Asset Management's Salesforce position peaked at $460K in Q1 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.