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Everhart Financial Group’s Salesforce CRM Stock Holding History

Everhart 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 		$686K Sell
4,379
-2,071
-32% -$364K 0.04% 227
2026
Q1 		$1.2M Buy
6,450
+1,399
+28% +$290K 0.1% 132
2025
Q4 		$1.34M Buy
5,051
+86
+2% +$21.4K 0.12% 110
2025
Q3 		$1.18M Sell
4,965
-464
-9% -$117K 0.12% 119
2025
Q2 		$1.48M Sell
5,429
-685
-11% -$183K 0.17% 83
2025
Q1 		$1.64M Buy
6,114
+363
+6% +$113K 0.22% 58
2024
Q4 		$1.92M Buy
5,751
+665
+13% +$212K 0.4% 46
2024
Q3 		$1.39M Buy
5,086
+715
+16% +$183K 0.31% 59
2024
Q2 		$1.12M Sell
4,371
-3
-0.1% -$803 0.29% 67
2024
Q1 		$1.32M Buy
4,374
+566
+15% +$163K 0.38% 46
2023
Q4 		$1M Buy
3,808
+208
+6% +$47.1K 0.36% 58
2023
Q3 		$730K Buy
3,600
+212
+6% +$45.8K 0.31% 69
2023
Q2 		$716K Buy
3,388
+421
+14% +$85.9K 0.3% 69
2023
Q1 		$593K Buy
+2,967
New +$501K 0.27% 78
2022
Q4 		– Sell
-1,550
Closed -$223K – 198
2022
Q3 		$223K Sell
1,550
-2,204
-59% -$374K 0.12% 166
2022
Q2 		$620K Buy
3,754
+2,602
+226% +$460K 0.38% 55
2022
Q1 		$245K Sell
1,152
-666
-37% -$143K 0.14% 105
2021
Q4 		$462K Buy
1,818
+181
+11% +$50.9K 0.28% 63
2021
Q3 		$444K Buy
1,637
+245
+18% +$62.2K 0.3% 62
2021
Q2 		$340K Buy
+1,392
New +$321K 0.23% 69

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Everhart Financial Group reduced its Salesforce (CRM) stake by 32% in Q2 2026, selling an estimated $364K and leaving 4,379 shares worth $686K. The position accounts for 0.04% of the portfolio, ranked #227.

Everhart Financial Group first reported a position in CRM in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.92M in Q4 2024. 582 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Everhart Financial Group held 4,379 shares of Salesforce worth $686K as of Q2 2026.
  • Everhart Financial Group sold 2,071 Salesforce shares in Q2 2026, an estimated $364K.
  • Salesforce made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #227 holding.
  • Everhart Financial Group first reported a position in Salesforce in Q2 2021 and has held it in 20 quarters since.
  • Everhart Financial Group's Salesforce position peaked at $1.92M in Q4 2024.
  • 582 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.