EW
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Evoke Wealth’s Salesforce CRM Stock Holding History

Evoke Wealth’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 		– Sell
-8,873
Closed -$1.66M – 129
2026
Q1 		$1.66M Buy
8,873
+1,262
+17% +$261K 0.03% 204
2025
Q4 		$2.02M Buy
7,611
+1,387
+22% +$345K 0.04% 180
2025
Q3 		$1.48M Sell
6,224
-514
-8% -$130K 0.03% 207
2025
Q2 		$1.84M Buy
6,738
+1,116
+20% +$298K 0.04% 161
2025
Q1 		$1.51M Buy
5,622
+153
+3% +$47.6K 0.04% 160
2024
Q4 		$1.83M Buy
5,469
+617
+13% +$197K 0.05% 132
2024
Q3 		$1.33M Buy
+4,852
New +$1.24M 0.04% 165
2024
Q2 		– Sell
-5,262
Closed -$1.59M – 161
2024
Q1 		$1.59M Buy
+5,262
New +$1.52M 0.05% 136
2023
Q4 		– Sell
-3,716
Closed -$754K – 147
2023
Q3 		$754K Buy
3,716
+474
+15% +$102K 0.03% 199
2023
Q2 		$685K Sell
3,242
-43,421
-93% -$8.86M 0.02% 193
2023
Q1 		$542K Buy
46,663
+14,817
+47% +$2.5M 0.02% 209
2022
Q4 		$384K Buy
31,846
+28,395
+823% +$4.14M 0.01% 248
2022
Q3 		$465K Buy
3,451
+53
+2% +$8.99K 0.02% 215
2022
Q2 		$561K Sell
3,398
-1,565
-32% -$277K 0.02% 206
2022
Q1 		$1.05M Sell
4,963
-78
-2% -$16.8K 0.03% 171
2021
Q4 		$1.23M Buy
5,041
+200
+4% +$56.2K 0.04% 160
2021
Q3 		$1.25M Buy
4,841
+269
+6% +$68.3K 0.05% 153
2021
Q2 		$1.06M Buy
4,572
+271
+6% +$62.5K 0.04% 166
2021
Q1 		$911K Buy
4,301
+1,593
+59% +$355K 0.04% 161
2020
Q4 		$603K Buy
2,708
+623
+30% +$152K 0.04% 132
2020
Q3 		$524K Sell
2,085
-2
-0.1% -$438 0.04% 130
2020
Q2 		$391K Sell
2,087
-1,031
-33% -$174K 0.04% 133
2020
Q1 		$449K Sell
3,118
-11,999
-79% -$2.06M 0.06% 106
2019
Q4 		$2.46M Buy
15,117
+10
+0.1% +$1.57K 0.31% 34
2019
Q3 		$2.24M Buy
+15,107
New +$2.3M 0.28% 50

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

Evoke Wealth's CRM Position: Q2 2026 in Review

Evoke Wealth sold out of Salesforce (CRM) in Q2 2026, closing a stake of 8,873 shares — an estimated $1.66M sold.

Evoke Wealth first reported a position in CRM in Q3 2019 and held it in 25 quarters. The position peaked at $2.46M in Q4 2019. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Evoke Wealth reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 8,873 Salesforce shares in Q2 2026, an estimated $1.66M.
  • Evoke Wealth first reported a position in Salesforce in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's Salesforce position peaked at $2.46M in Q4 2019.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.