Everence Capital Management’s Salesforce CRM Stock Holding History

Everence Capital 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	$4.14M	Sell	22,198 -3,251	-13%	-$674K	0.25%	71
2025 Q4	$6.74M	Buy	25,449 +12,179	+92%	+$3.03M	0.4%	39
2025 Q3	$3.15M	Sell	13,270 -5,800	-30%	-$1.46M	0.19%	102
2025 Q2	$5.2M	Sell	19,070 -7,170	-27%	-$1.92M	0.33%	46
2025 Q1	$7.04M	Buy	26,240 +3,200	+14%	+$995K	0.48%	35
2024 Q4	$7.7M	Sell	23,040 -1,800	-7%	-$574K	0.5%	32
2024 Q3	$6.8M	Sell	24,840 -4,320	-15%	-$1.11M	0.43%	37
2024 Q2	$7.84K	Hold	29,160	–	–	0.54%	30
2024 Q1	$8.78K	Hold	29,160	–	–	0.58%	29
2023 Q4	$7.67M	Buy	29,160 +880	+3%	+$199K	0.55%	30
2023 Q3	$5.74K	Buy	28,280 +1,580	+6%	+$341K	0.45%	36
2023 Q2	$5.96M	Hold	26,700	–	–	0.48%	32
2023 Q1	$5.33K	Hold	26,700	–	–	0.44%	39
2022 Q4	$3.54K	Buy	26,700 +613	+2%	+$89.4K	0.31%	61
2022 Q3	$3.75M	Sell	26,087 -7,780	-23%	-$1.32M	0.35%	55
2022 Q2	$5.59M	Hold	33,867	–	–	0.5%	35
2022 Q1	$7.19M	Buy	33,867 +5,830	+21%	+$1.25M	0.55%	32
2021 Q4	$7.13M	Buy	28,037 +790	+3%	+$222K	0.53%	30
2021 Q3	$7.39M	Hold	27,247	–	–	0.61%	27
2021 Q2	$6.66M	Buy	27,247 +1,460	+6%	+$336K	0.55%	30
2021 Q1	$5.46M	Hold	25,787	–	–	0.5%	35
2020 Q4	$5.74M	Buy	25,787 +3,590	+16%	+$873K	0.56%	30
2020 Q3	$5.58M	Buy	22,197 +1,770	+9%	+$387K	0.61%	24
2020 Q2	$3.57M	Hold	20,427	–	–	0.42%	42
2020 Q1	$2.94M	Hold	20,427	–	–	0.41%	43
2019 Q4	$3.32M	Buy	20,427 +2,999	+17%	+$470K	0.5%	38
2019 Q3	$2.59M	Hold	17,428	–	–	0.42%	50
2019 Q2	$2.64M	Hold	17,428	–	–	0.44%	48
2019 Q1	$2.76M	Buy	17,428 +1,859	+12%	+$288K	0.48%	45
2018 Q4	$2.13M	Hold	15,569	–	–	0.49%	50
2018 Q3	$2.48M	Hold	15,569	–	–	0.49%	48
2018 Q2	$2.12M	Hold	15,569	–	–	0.45%	54
2018 Q1	$1.81M	Hold	15,569	–	–	0.4%	61
2017 Q4	$1.59M	Buy	15,569 +2,464	+19%	+$251K	0.35%	68
2017 Q3	$1.22M	Hold	13,105	–	–	0.28%	101
2017 Q2	$1.14M	Hold	13,105	–	–	0.28%	103
2017 Q1	$1.08M	Hold	13,105	–	–	0.28%	94
2016 Q4	$897K	Sell	13,105 -2,090	-14%	-$152K	0.26%	112
2016 Q3	$1.08M	Hold	15,195	–	–	0.32%	83
2016 Q2	$1.21M	Hold	15,195	–	–	0.37%	70
2016 Q1	$1.12M	Hold	15,195	–	–	0.35%	81
2015 Q4	$1.19M	Buy	15,195 +4,292	+39%	+$335K	0.39%	68
2015 Q3	$757K	Hold	10,903	–	–	0.26%	116
2015 Q2	$759K	Hold	10,903	–	–	0.25%	129
2015 Q1	$756K	Hold	10,903	–	–	0.25%	125
2014 Q4	$647K	Sell	10,903 -1,493	-12%	-$88K	0.22%	136
2014 Q3	$732K	Hold	12,396	–	–	0.27%	126
2014 Q2	$720K	Hold	12,396	–	–	0.27%	126
2014 Q1	$708K	Hold	12,396	–	–	0.28%	116
2013 Q4	$684K	Hold	12,396	–	–	0.28%	117
2013 Q3	$643K	Hold	12,396	–	–	0.28%	108
2013 Q2	$473K	Buy	+12,396	New	+$512K	0.21%	140

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

Everence Capital Management's CRM Position: Q1 2026 in Review

Everence Capital Management reduced its Salesforce (CRM) stake by 13% in Q1 2026, selling an estimated $674K and leaving 22,198 shares worth $4.14M. The position accounts for 0.25% of the portfolio, ranked #71.

Everence Capital Management first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.7M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Everence Capital Management held 22,198 shares of Salesforce worth $4.14M as of Q1 2026.
Everence Capital Management sold 3,251 Salesforce shares in Q1 2026, an estimated $674K.
Salesforce made up 0.25% of Everence Capital Management's portfolio in Q1 2026, its #71 holding.
Everence Capital Management first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
Everence Capital Management's Salesforce position peaked at $7.7M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.