Evelyn Partners Group Ltd’s Salesforce CRM Stock Holding History

Evelyn Partners Group Ltd’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	$691K	Buy	+4,410	New	+$775K	﹤0.01%	194

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Evelyn Partners Group Ltd's CRM Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Salesforce (CRM) in Q2 2026: 4,410 shares worth $691K. The stake represents ﹤0.01% of the portfolio and ranks #194 among its holdings.

1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Evelyn Partners Group Ltd held 4,410 shares of Salesforce worth $691K as of Q2 2026.
Salesforce was a new Evelyn Partners Group Ltd position in Q2 2026.
Salesforce made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #194 holding.
1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.