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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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 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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Everpar Advisors's CRM Position: Q2 2026 in Review

Everpar Advisors reduced its Salesforce (CRM) stake by 35% in Q2 2026, selling an estimated $215K and leaving 2,221 shares worth $348K. The position accounts for 0.1% of the portfolio, ranked #195.

Everpar Advisors first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $670K in Q4 2025. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Everpar Advisors held 2,221 shares of Salesforce worth $348K as of Q2 2026.
Everpar Advisors sold 1,221 Salesforce shares in Q2 2026, an estimated $215K.
Salesforce made up 0.1% of Everpar Advisors's portfolio in Q2 2026, its #195 holding.
Everpar Advisors first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Everpar Advisors's Salesforce position peaked at $670K in Q4 2025.
401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.