ECM
CRM icon

Evergreen Capital Management’s Salesforce CRM Stock Holding History

Evergreen 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
2022
Q2 		– Sell
-200
Closed -$42K – 592
2022
Q1 		$42K Buy
+200
New +$43K ﹤0.01% 654

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Evergreen Capital Management's CRM Position: Q2 2026 in Review

Evergreen Capital Management increased its Salesforce (CRM) stake by 16% in Q2 2026, buying an estimated $1.71M and bringing the position to 69,713 shares worth $11M. The position accounts for 0.19% of the portfolio, ranked #118.

Evergreen Capital Management first reported a position in CRM in Q2 2018 and has held it in 33 quarters since. The position peaked at $11.8M in Q4 2024. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Evergreen Capital Management held 69,713 shares of Salesforce worth $11M as of Q2 2026.
  • Evergreen Capital Management bought 9,738 Salesforce shares in Q2 2026, an estimated $1.71M.
  • Salesforce made up 0.19% of Evergreen Capital Management's portfolio in Q2 2026, its #118 holding.
  • Evergreen Capital Management first reported a position in Salesforce in Q2 2018 and has held it in 33 quarters since.
  • Evergreen Capital Management's Salesforce position peaked at $11.8M in Q4 2024.
  • 1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.