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Leo H. Evart Inc’s Salesforce CRM Stock Holding History

Leo H. Evart Inc’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 		$32.1K Sell
205
-25
-11% -$4.4K 0.03% 130
2026
Q1 		$42.9K Buy
+230
New +$47.7K 0.04% 118

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

Leo H. Evart Inc's CRM Position: Q2 2026 in Review

Leo H. Evart Inc reduced its Salesforce (CRM) stake by 11% in Q2 2026, selling an estimated $4.4K and leaving 205 shares worth $32.1K. The position accounts for 0.03% of the portfolio, ranked #130.

Leo H. Evart Inc first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $42.9K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Leo H. Evart Inc held 205 shares of Salesforce worth $32.1K as of Q2 2026.
  • Leo H. Evart Inc sold 25 Salesforce shares in Q2 2026, an estimated $4.4K.
  • Salesforce made up 0.03% of Leo H. Evart Inc's portfolio in Q2 2026, its #130 holding.
  • Leo H. Evart Inc first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • Leo H. Evart Inc's Salesforce position peaked at $42.9K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.