EMC
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Everest Management Corp’s Salesforce CRM Stock Holding History

Everest Management Corp’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 		$525K Sell
3,350
-279
-8% -$49.1K 0.2% 49
2026
Q1 		$677K Buy
3,629
+255
+8% +$52.8K 0.34% 38
2025
Q4 		$894K Buy
3,374
+4
+0.1% +$994 0.5% 30
2025
Q3 		$799K Sell
3,370
-37
-1% -$9.33K 0.51% 32
2025
Q2 		$929K Sell
3,407
-490
-13% -$131K 0.67% 29
2025
Q1 		$1.05M Buy
3,897
+1,667
+75% +$518K 0.95% 20
2024
Q4 		$746K Buy
+2,230
New +$712K 0.66% 26

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 Management Corp's CRM Position: Q2 2026 in Review

Everest Management Corp reduced its Salesforce (CRM) stake by 7.7% in Q2 2026, selling an estimated $49.1K and leaving 3,350 shares worth $525K. The position accounts for 0.2% of the portfolio, ranked #49.

Everest Management Corp first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Everest Management Corp held 3,350 shares of Salesforce worth $525K as of Q2 2026.
  • Everest Management Corp sold 279 Salesforce shares in Q2 2026, an estimated $49.1K.
  • Salesforce made up 0.2% of Everest Management Corp's portfolio in Q2 2026, its #49 holding.
  • Everest Management Corp first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Everest Management Corp's Salesforce position peaked at $1.05M in Q1 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Everest Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.