Evelyn Partners’s Salesforce CRM Stock Holding History

Evelyn Partners’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	$691K	Buy	+4,410	New	+$775K	﹤0.01%	194

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evelyn Partners's CRM Position: Q2 2026 in Review

Evelyn Partners opened a new position in Salesforce (CRM) in Q2 2026: 4,410 shares worth $691K. The stake represents ﹤0.01% of the portfolio and ranks #194 among its holdings.

2,371 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Evelyn Partners held 4,410 shares of Salesforce worth $691K as of Q2 2026.
Salesforce was a new Evelyn Partners position in Q2 2026.
Salesforce made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #194 holding.
2,371 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.