EWM
CRM icon

Evolution Wealth Management’s Salesforce CRM Stock Holding History

Evolution Wealth Management’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
Q1 		$1.31K Buy
+7
New +$1.45K ﹤0.01% 777
2025
Q4 		– Sell
-101
Closed -$23.9K – 755
2025
Q3 		$23.9K Hold
101
– – 0.02% 275
2025
Q2 		$27.4K Buy
+101
New +$27K 0.03% 241

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Evolution Wealth Management's CRM Position: Q1 2026 in Review

Evolution Wealth Management opened a new position in Salesforce (CRM) in Q1 2026: 7 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: Evolution Wealth Management previously reported a position in CRM as recently as Q3 2025.

Evolution Wealth Management first reported a position in CRM in Q2 2025 and has held it in 3 quarters since. The position peaked at $27.4K in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Evolution Wealth Management held 7 shares of Salesforce worth $1.31K as of Q1 2026.
  • Salesforce was a new Evolution Wealth Management position in Q1 2026.
  • Salesforce made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #777 holding.
  • Evolution Wealth Management first reported a position in Salesforce in Q2 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's Salesforce position peaked at $27.4K in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.