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Evolve Private Wealth’s Salesforce CRM Stock Holding History

Evolve Private 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 		$2.88M Buy
18,335
+845
+5% +$149K 0.18% 110
2026
Q1 		$3.26M Sell
17,490
-1,296
-7% -$269K 0.17% 100
2025
Q4 		$4.98M Buy
+18,786
New +$4.67M 0.3% 57

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

Evolve Private Wealth's CRM Position: Q2 2026 in Review

Evolve Private Wealth increased its Salesforce (CRM) stake by 4.8% in Q2 2026, buying an estimated $149K and bringing the position to 18,335 shares worth $2.88M. The position accounts for 0.18% of the portfolio, ranked #110.

Evolve Private Wealth first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.98M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Evolve Private Wealth held 18,335 shares of Salesforce worth $2.88M as of Q2 2026.
  • Evolve Private Wealth bought 845 Salesforce shares in Q2 2026, an estimated $149K.
  • Salesforce made up 0.18% of Evolve Private Wealth's portfolio in Q2 2026, its #110 holding.
  • Evolve Private Wealth first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Salesforce position peaked at $4.98M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.