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Evelyn Partners Asset Management’s Salesforce CRM Stock Holding History

Evelyn Partners 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 		$62K Hold
332
– – 0.02% 159
2025
Q4 		$88K Hold
332
– – 0.02% 132
2025
Q3 		$78.7K Buy
332
+19
+6% +$4.79K 0.02% 130
2025
Q2 		$85.4K Hold
313
– – 0.02% 114
2025
Q1 		$84K Hold
313
– – 0.02% 117
2024
Q4 		$105K Buy
+313
New +$99.9K 0.03% 113

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Evelyn Partners Asset Management's CRM Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Salesforce (CRM) position steady in Q1 2026 at 332 shares worth $62K. The position accounts for 0.02% of the portfolio, ranked #159.

Evelyn Partners Asset Management first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $105K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Evelyn Partners Asset Management held 332 shares of Salesforce worth $62K as of Q1 2026.
  • Evelyn Partners Asset Management left its Salesforce share count unchanged in Q1 2026.
  • Salesforce made up 0.02% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #159 holding.
  • Evelyn Partners Asset Management first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Salesforce position peaked at $105K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.