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Millstone Evans Group’s Salesforce CRM Stock Holding History

Millstone Evans Group’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 		$387K Buy
2,472
+4
+0.2% +$703 0.21% 84
2026
Q1 		$461K Hold
2,468
– – 0.28% 70
2025
Q4 		$654K Buy
2,468
+85
+4% +$21.1K 0.38% 48
2025
Q3 		$565K Sell
2,383
-44
-2% -$11.1K 0.36% 49
2025
Q2 		$662K Hold
2,427
– – 0.45% 43
2025
Q1 		$651K Sell
2,427
-36
-1% -$11.2K 0.44% 44
2024
Q4 		$823K Buy
+2,463
New +$786K 0.56% 34

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Millstone Evans Group's CRM Position: Q2 2026 in Review

Millstone Evans Group increased its Salesforce (CRM) stake by 0.16% in Q2 2026, buying an estimated $703 and bringing the position to 2,472 shares worth $387K. The position accounts for 0.21% of the portfolio, ranked #84.

Millstone Evans Group first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $823K in Q4 2024. 2,096 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Millstone Evans Group held 2,472 shares of Salesforce worth $387K as of Q2 2026.
  • Millstone Evans Group bought 4 Salesforce shares in Q2 2026, an estimated $703.
  • Salesforce made up 0.21% of Millstone Evans Group's portfolio in Q2 2026, its #84 holding.
  • Millstone Evans Group first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Salesforce position peaked at $823K in Q4 2024.
  • 2,096 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.