EWA
CRM icon

Evolution Wealth Advisors’s Salesforce CRM Stock Holding History

Evolution 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 		$271K Buy
1,728
+83
+5% +$14.6K 0.03% 150
2026
Q1 		$307K Buy
+1,645
New +$341K 0.03% 136
2025
Q4 		– Sell
-12,601
Closed -$2.99M – 168
2025
Q3 		$2.99M Buy
12,601
+14
+0.1% +$3.53K 0.4% 42
2025
Q2 		$3.43M Buy
12,587
+177
+1% +$47.3K 0.5% 39
2025
Q1 		$3.33M Buy
+12,410
New +$3.86M 0.56% 37
2022
Q3 		– Sell
-1,968
Closed -$334K – 113
2022
Q2 		$334K Sell
1,968
-98
-5% -$17.3K 0.08% 81
2022
Q1 		$443K Sell
2,066
-223
-10% -$48K 0.09% 76
2021
Q4 		$582K Sell
2,289
-46
-2% -$12.9K 0.09% 71
2021
Q3 		$633K Buy
2,335
+2,228
+2,082% +$566K 0.14% 56
2021
Q2 		$26K Sell
107
-117
-52% -$27K 0.01% 273
2021
Q1 		$47K Buy
224
+150
+203% +$33.4K 0.01% 206
2020
Q4 		$16K Sell
74
-906
-92% -$220K ﹤0.01% 287
2020
Q3 		$246K Buy
980
+906
+1,224% +$198K 0.07% 91
2020
Q2 		$14K Sell
74
-746
-91% -$126K ﹤0.01% 243
2020
Q1 		$118K Sell
820
-1,394
-63% -$239K 0.05% 78
2019
Q4 		$360K Buy
2,214
+2,156
+3,717% +$338K 0.09% 54
2019
Q3 		$9K Sell
58
-46
-44% -$6.99K ﹤0.01% 187
2019
Q2 		$16K Sell
104
-681
-87% -$107K 0.01% 142
2019
Q1 		$124K Sell
785
-716
-48% -$111K 0.06% 57
2018
Q4 		$206K Buy
+1,501
New +$206K 0.09% 54

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

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

Evolution Wealth Advisors increased its Salesforce (CRM) stake by 5% in Q2 2026, buying an estimated $14.6K and bringing the position to 1,728 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #150.

Evolution Wealth Advisors first reported a position in CRM in Q4 2018 and has held it in 20 quarters since. The position peaked at $3.43M in Q2 2025. 2,478 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Evolution Wealth Advisors held 1,728 shares of Salesforce worth $271K as of Q2 2026.
  • Evolution Wealth Advisors bought 83 Salesforce shares in Q2 2026, an estimated $14.6K.
  • Salesforce made up 0.03% of Evolution Wealth Advisors's portfolio in Q2 2026, its #150 holding.
  • Evolution Wealth Advisors first reported a position in Salesforce in Q4 2018 and has held it in 20 quarters since.
  • Evolution Wealth Advisors's Salesforce position peaked at $3.43M in Q2 2025.
  • 2,478 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.