Evelyn Partners Investment Management Services’s Salesforce CRM Stock Holding History

Evelyn Partners Investment Management Services’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	$328K	Sell	1,758 -266	-13%	-$55.1K	0.04%	114
2025 Q4	$536K	Sell	2,024 -1,336	-40%	-$332K	0.07%	100
2025 Q3	$796K	Buy	3,360 +89	+3%	+$22.4K	0.11%	93
2025 Q2	$892K	Sell	3,271 -561	-15%	-$150K	0.13%	84
2025 Q1	$1.03M	Buy	3,832 +214	+6%	+$66.6K	0.17%	80
2024 Q4	$1.21M	Buy	+3,618	New	+$1.15M	0.21%	69

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Evelyn Partners Investment Management Services reduced its Salesforce (CRM) stake by 13% in Q1 2026, selling an estimated $55.1K and leaving 1,758 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #114.

Evelyn Partners Investment Management Services first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Evelyn Partners Investment Management Services held 1,758 shares of Salesforce worth $328K as of Q1 2026.
Evelyn Partners Investment Management Services sold 266 Salesforce shares in Q1 2026, an estimated $55.1K.
Salesforce made up 0.04% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #114 holding.
Evelyn Partners Investment Management Services first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Salesforce position peaked at $1.21M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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