Everpar Advisors
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Everpar Advisors’s Salesforce CRM Stock Holding History

Everpar 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
Q3 		$961K Buy
4,187
+1,966
+89% +$406K 0.26% 76
2026
Q2 		$348K Sell
2,221
-1,221
-35% -$215K 0.1% 195
2026
Q1 		$643K Buy
3,442
+914
+36% +$189K 0.22% 96
2025
Q4 		$670K Buy
2,528
+568
+29% +$141K 0.25% 82
2025
Q3 		$465K Buy
1,960
+167
+9% +$42.1K 0.18% 127
2025
Q2 		$489K Sell
1,793
-197
-10% -$52.7K 0.22% 119
2025
Q1 		$534K Buy
1,990
+33
+2% +$10.3K 0.28% 86
2024
Q4 		$654K Buy
1,957
+205
+12% +$65.4K 0.33% 72
2024
Q3 		$480K Sell
1,752
-119
-6% -$30.5K 0.25% 124
2024
Q2 		$481K Buy
1,871
+377
+25% +$101K 0.24% 126
2024
Q1 		$450K Buy
1,494
+374
+33% +$108K 0.27% 122
2023
Q4 		$295K Buy
+1,120
New +$253K 0.14% 223

Other funds holding CRM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Everpar Advisors's CRM Position: Q3 2026 in Review

Everpar Advisors increased its Salesforce (CRM) stake by 89% in Q3 2026, buying an estimated $406K and bringing the position to 4,187 shares worth $961K. The position accounts for 0.26% of the portfolio, ranked #76.

Everpar Advisors first reported a position in CRM in Q4 2023 and has held it in 12 quarters since. 2,070 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Everpar Advisors held 4,187 shares of Salesforce worth $961K as of Q3 2026.
  • Everpar Advisors bought 1,966 Salesforce shares in Q3 2026, an estimated $406K.
  • Salesforce made up 0.26% of Everpar Advisors's portfolio in Q3 2026, its #76 holding.
  • Everpar Advisors first reported a position in Salesforce in Q4 2023 and has held it in 12 quarters since.
  • 2,070 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Everpar Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.