Evelyn Partners Investment Management’s Salesforce CRM Stock Holding History

Evelyn Partners Investment 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	$4.5M	Sell	24,115 -1,056	-4%	-$219K	0.12%	79
2025 Q4	$6.67M	Sell	25,171 -354	-1%	-$88K	0.18%	71
2025 Q3	$6.05M	Sell	25,525 -597	-2%	-$151K	0.17%	74
2025 Q2	$7.12M	Buy	26,122 +1,146	+5%	+$306K	0.22%	69
2025 Q1	$6.7M	Buy	24,976 +947	+4%	+$295K	0.22%	66
2024 Q4	$8.03M	Buy	+24,029	New	+$7.67M	0.26%	65

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's CRM Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Salesforce (CRM) stake by 4.2% in Q1 2026, selling an estimated $219K and leaving 24,115 shares worth $4.5M. The position accounts for 0.12% of the portfolio, ranked #79.

Evelyn Partners Investment Management first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.03M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Evelyn Partners Investment Management held 24,115 shares of Salesforce worth $4.5M as of Q1 2026.
Evelyn Partners Investment Management sold 1,056 Salesforce shares in Q1 2026, an estimated $219K.
Salesforce made up 0.12% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #79 holding.
Evelyn Partners Investment Management first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Salesforce position peaked at $8.03M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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