Evolve Private Wealth, LLC

SEC CIK: 0002111131
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Evolve Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q2 2026): 18,335
Value: $2.88M
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of CRM by Evolve Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,335	$2.88M	0.2%	+845+4.8%	Added	Holders
Q1 2026	17,490	$3.26M	0.2%	−1,296−6.9%	Reduced	Holders
Q4 2025	18,786	$4.98M	0.3%	–	No prior filing	Holders