Evolution Wealth Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1763121 AVENTURA, FL

Position in CRM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$270,708

-$36,364 QoQ

Shares Held

1,728

+5.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,895

of 2,451 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Evolution Wealth Advisors, LLC holds $3,391,360 across 4 Software - Application names. CRM ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc	25,127	$2,184,290
2	UBER	Uber Technologies, Inc	7,984	$576,125
3	SHOP	Shopify Inc.	3,155	$360,237
4	CRM	Salesforce, Inc. This page	1,728	$270,708

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,708	1,728	+5.0%	Shares	Sole	2026-07-29
2026-03-31	$307,072	1,645	-86.9%	Shares	Sole	2026-05-08
2025-09-30	$2,986,437	12,601	+0.1%	Shares	Sole	2025-10-28
2025-06-30	$3,432,349	12,587	+1.4%	Shares	Sole	2025-08-08
2025-03-31	$3,330,347	12,410	+530.6%	Shares	Sole	2025-05-09
2022-06-30	$324,798	1,968	-4.7%	Shares	Sole	2022-08-02
2022-03-31	$438,653	2,066	-9.7%	Shares	Sole	2022-04-29
2021-12-31	$581,703	2,289	-2.0%	Shares	Sole	2022-01-28
2021-09-30	$633,298	2,335	+2082.2%	Shares	Sole	2021-11-09
2021-06-30	$26,136	107	-52.2%	Shares	Sole	2021-07-22
2021-03-31	$47,458	224	+202.7%	Shares	Sole	2021-04-20
2020-12-31	$16,467	74	-92.4%	Shares	Sole	2021-02-02
2020-09-30	$246,293	980	+1224.3%	Shares	Sole	2020-10-15
2020-06-30	$13,862	74	-91.0%	Shares	Sole	2020-07-27
2020-03-31	$118,063	820	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.