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Evergreen Wealth Solutions’s Salesforce CRM Stock Holding History

Evergreen Wealth Solutions’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 		$785K Buy
3,896
+2,101
+117% +$369K 0.04% 234
2026
Q1 		$335K Buy
+1,795
New +$372K 0.02% 313

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 Wealth Solutions's CRM Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Salesforce (CRM) stake by 117% in Q2 2026, buying an estimated $369K and bringing the position to 3,896 shares worth $785K. The position accounts for 0.04% of the portfolio, ranked #234.

Evergreen Wealth Solutions first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Evergreen Wealth Solutions held 3,896 shares of Salesforce worth $785K as of Q2 2026.
  • Evergreen Wealth Solutions bought 2,101 Salesforce shares in Q2 2026, an estimated $369K.
  • Salesforce made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #234 holding.
  • Evergreen Wealth Solutions first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.