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Everest Financial Group’s Salesforce CRM Stock Holding History

Everest Financial Group’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 		$3.94M Sell
25,120
-9,412
-27% -$1.66M 0.53% 40
2026
Q1 		$6.44M Buy
34,532
+1,282
+4% +$266K 1.06% 27
2025
Q4 		$8.81M Buy
+33,250
New +$8.26M 1.97% 18

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Everest Financial Group's CRM Position: Q2 2026 in Review

Everest Financial Group reduced its Salesforce (CRM) stake by 27% in Q2 2026, selling an estimated $1.66M and leaving 25,120 shares worth $3.94M. The position accounts for 0.53% of the portfolio, ranked #40.

Everest Financial Group first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.81M in Q4 2025. 2,461 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Everest Financial Group held 25,120 shares of Salesforce worth $3.94M as of Q2 2026.
  • Everest Financial Group sold 9,412 Salesforce shares in Q2 2026, an estimated $1.66M.
  • Salesforce made up 0.53% of Everest Financial Group's portfolio in Q2 2026, its #40 holding.
  • Everest Financial Group first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Everest Financial Group's Salesforce position peaked at $8.81M in Q4 2025.
  • 2,461 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.