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Evergreen Private Wealth’s Salesforce CRM Stock Holding History

Evergreen Private Wealth’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 		$176K Hold
1,127
– – 0.07% 70
2026
Q1 		$210K Buy
1,127
+743
+193% +$154K 0.09% 62
2025
Q4 		$102K Sell
384
-11
-3% -$2.73K 0.04% 91
2025
Q3 		$93.6K Hold
395
– – 0.04% 90
2025
Q2 		$108K Buy
395
+11
+3% +$2.94K 0.05% 91
2025
Q1 		$103K Sell
384
-75
-16% -$23.3K 0.05% 95
2024
Q4 		$153K Hold
459
– – 0.07% 82
2024
Q3 		$126K Hold
459
– – 0.06% 92
2024
Q2 		$118K Hold
459
– – 0.06% 93
2024
Q1 		$138K Hold
459
– – 0.07% 88
2023
Q4 		$121K Buy
+459
New +$104K 0.07% 85

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

Evergreen Private Wealth's CRM Position: Q2 2026 in Review

Evergreen Private Wealth held its Salesforce (CRM) position steady in Q2 2026 at 1,127 shares worth $176K. The position accounts for 0.07% of the portfolio, ranked #70.

Evergreen Private Wealth first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $210K in Q1 2026. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Evergreen Private Wealth held 1,127 shares of Salesforce worth $176K as of Q2 2026.
  • Evergreen Private Wealth left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.07% of Evergreen Private Wealth's portfolio in Q2 2026, its #70 holding.
  • Evergreen Private Wealth first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Evergreen Private Wealth's Salesforce position peaked at $210K in Q1 2026.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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