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
Q2 		$2.98K Buy
19
+12
+171% +$2.11K ﹤0.01% 782
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 $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 Management's CRM Position: Q2 2026 in Review

Evolution Wealth Management increased its Salesforce (CRM) stake by 171% in Q2 2026, buying an estimated $2.11K and bringing the position to 19 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Evolution Wealth Management first reported a position in CRM in Q2 2025 and has held it in 4 quarters since. The position peaked at $27.4K in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Evolution Wealth Management held 19 shares of Salesforce worth $2.98K as of Q2 2026.
  • Evolution Wealth Management bought 12 Salesforce shares in Q2 2026, an estimated $2.11K.
  • Salesforce made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #782 holding.
  • Evolution Wealth Management first reported a position in Salesforce in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Salesforce position peaked at $27.4K in Q2 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.