EWM
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Evermay Wealth Management’s Salesforce CRM Stock Holding History

Evermay Wealth 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
2026
Q2 		$365K Sell
2,327
-801
-26% -$141K 0.04% 145
2026
Q1 		$584K Sell
3,128
-375
-11% -$77.7K 0.06% 117
2025
Q4 		$929K Buy
3,503
+818
+30% +$203K 0.1% 90
2025
Q3 		$637K Buy
2,685
+78
+3% +$19.7K 0.07% 111
2025
Q2 		$712K Buy
2,607
+16
+0.6% +$4.28K 0.09% 105
2025
Q1 		$695K Sell
2,591
-20
-0.8% -$6.22K 0.09% 97
2024
Q4 		$874K Sell
2,611
-102
-4% -$32.6K 0.13% 87
2024
Q3 		$743K Sell
2,713
-66
-2% -$16.9K 0.12% 101
2024
Q2 		$714K Buy
2,779
+900
+48% +$241K 0.11% 99
2024
Q1 		$566K Buy
1,879
+91
+5% +$26.3K 0.09% 119
2023
Q4 		$470K Buy
1,788
+433
+32% +$98K 0.09% 110
2023
Q3 		$275K Sell
1,355
-24
-2% -$5.19K 0.06% 136
2023
Q2 		$291K Sell
1,379
-10
-0.7% -$2.04K 0.06% 140
2023
Q1 		$277K Sell
1,389
-260
-16% -$43.9K 0.06% 144
2022
Q4 		$219K Sell
1,649
-200
-11% -$29.2K 0.04% 160
2022
Q3 		$266K Sell
1,849
-55
-3% -$9.33K 0.05% 142
2022
Q2 		$314K Buy
1,904
+154
+9% +$27.2K 0.06% 131
2022
Q1 		$372K Sell
1,750
-195
-10% -$42K 0.06% 133
2021
Q4 		$494K Buy
1,945
+64
+3% +$18K 0.09% 99
2021
Q3 		$510K Sell
1,881
-686
-27% -$174K 0.1% 86
2021
Q2 		$627K Sell
2,567
-43
-2% -$9.91K 0.12% 74
2021
Q1 		$553K Buy
2,610
+86
+3% +$19.1K 0.11% 83
2020
Q4 		$562K Buy
2,524
+1,164
+86% +$283K 0.12% 77
2020
Q3 		$342K Hold
1,360
– – 0.08% 108
2020
Q2 		$255K Sell
1,360
-155
-10% -$26.1K 0.07% 125
2020
Q1 		$218K Hold
1,515
– – 0.07% 128
2019
Q4 		$246K Sell
1,515
-90
-6% -$14.1K 0.06% 141
2019
Q3 		$238K Buy
+1,605
New +$244K 0.06% 134

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

Evermay Wealth Management's CRM Position: Q2 2026 in Review

Evermay Wealth Management reduced its Salesforce (CRM) stake by 26% in Q2 2026, selling an estimated $141K and leaving 2,327 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #145.

Evermay Wealth Management first reported a position in CRM in Q3 2019 and has held it in 28 quarters since. The position peaked at $929K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Evermay Wealth Management held 2,327 shares of Salesforce worth $365K as of Q2 2026.
  • Evermay Wealth Management sold 801 Salesforce shares in Q2 2026, an estimated $141K.
  • Salesforce made up 0.04% of Evermay Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Evermay Wealth Management first reported a position in Salesforce in Q3 2019 and has held it in 28 quarters since.
  • Evermay Wealth Management's Salesforce position peaked at $929K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.