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EverSource Wealth Advisors’s Salesforce CRM Stock Holding History

EverSource Wealth 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 		$1.07M Sell
6,808
-4,441
-39% -$781K 0.04% 340
2026
Q1 		$2.1M Buy
11,249
+2,056
+22% +$426K 0.06% 213
2025
Q4 		$2.44M Sell
9,193
-194
-2% -$48.2K 0.09% 166
2025
Q3 		$2.22M Buy
9,387
+609
+7% +$154K 0.09% 163
2025
Q2 		$2.39M Buy
8,778
+268
+3% +$71.6K 0.11% 143
2025
Q1 		$2.28M Buy
8,510
+1,082
+15% +$337K 0.13% 139
2024
Q4 		$2.48M Buy
7,428
+1,072
+17% +$342K 0.14% 124
2024
Q3 		$1.74M Buy
6,356
+41
+0.6% +$10.5K 0.11% 154
2024
Q2 		$1.63M Buy
6,315
+411
+7% +$110K 0.11% 151
2024
Q1 		$1.59M Sell
5,904
-190
-3% -$54.8K 0.12% 138
2023
Q4 		$1.6M Buy
6,094
+414
+7% +$93.7K 0.15% 131
2023
Q3 		$1.15M Sell
5,680
-333
-6% -$71.9K 0.12% 144
2023
Q2 		$1.27M Buy
6,013
+336
+6% +$68.6K 0.14% 136
2023
Q1 		$1.13M Buy
5,677
+1,359
+31% +$230K 0.14% 131
2022
Q4 		$573K Sell
4,318
-1,846
-30% -$269K 0.09% 180
2022
Q3 		$886K Buy
6,164
+3,763
+157% +$638K 0.2% 93
2022
Q2 		$396K Buy
2,401
+117
+5% +$20.7K 0.1% 178
2022
Q1 		$485K Buy
2,284
+579
+34% +$125K 0.12% 154
2021
Q4 		$433K Buy
+1,705
New +$479K 0.12% 132

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

EverSource Wealth Advisors's CRM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Salesforce (CRM) stake by 39% in Q2 2026, selling an estimated $781K and leaving 6,808 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #340.

EverSource Wealth Advisors first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.48M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • EverSource Wealth Advisors held 6,808 shares of Salesforce worth $1.07M as of Q2 2026.
  • EverSource Wealth Advisors sold 4,441 Salesforce shares in Q2 2026, an estimated $781K.
  • Salesforce made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #340 holding.
  • EverSource Wealth Advisors first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Salesforce position peaked at $2.48M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.