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Evernest Financial Advisors’s Salesforce CRM Stock Holding History

Evernest Financial Advisors’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
Q1 		– Sell
-1,035
Closed -$201K – 182
2025
Q4 		$201K Sell
1,035
-316
-23% -$78.5K 0.04% 175
2025
Q3 		$320K Buy
1,351
+3
+0.2% +$757 0.09% 145
2025
Q2 		$368K Buy
1,348
+242
+22% +$64.7K 0.12% 125
2025
Q1 		$297K Sell
1,106
-28
-2% -$8.71K 0.11% 130
2024
Q4 		$379K Sell
1,134
-1
-0.1% -$319 0.1% 120
2024
Q3 		$311K Sell
1,135
-32
-3% -$8.2K 0.08% 130
2024
Q2 		$300K Buy
1,167
+1
+0.1% +$268 0.13% 106
2024
Q1 		$315K Buy
1,166
+166
+17% +$47.9K 0.15% 101
2023
Q4 		$263K Buy
+1,000
New +$226K 0.13% 113
2021
Q4 		$269K Buy
+924
New +$260K 0.14% 107

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Evernest Financial Advisors's CRM Position: Q1 2026 in Review

Evernest Financial Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,035 shares — an estimated $201K sold.

Evernest Financial Advisors first reported a position in CRM in Q4 2021 and held it in 10 quarters. The position peaked at $379K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Evernest Financial Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Evernest Financial Advisors sold 1,035 Salesforce shares in Q1 2026, an estimated $201K.
  • Evernest Financial Advisors first reported a position in Salesforce in Q4 2021 and held it in 10 quarters.
  • Evernest Financial Advisors's Salesforce position peaked at $379K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.