Evelyn Partners Investment Management (Europe) Ltd

Position in CRM — Salesforce, Inc.

CIK 2065055 Dublin, L2

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Position in CRM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$360,273

-$958,184 QoQ

Shares Held

1,930

-61.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 66% Shared 34% None 0%

Common Shares in CRM Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Mar 31, 2026

Evelyn Partners Investment Management (Europe) Ltd holds $1,029,560 across 5 Software - Application names. CRM ranks #2 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	1,841	$511,558
2	CRM	Salesforce, Inc. This page	1,930	$360,273
3	MSTR	Strategy Inc	1,200	$149,760
4	INTU	Intuit Inc.	10	$4,323
5	ADBE	Adobe Inc.	15	$3,646

All Filings in CRM

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$360,273	1,930	-61.2%	Shares	Sole	2026-05-15
2025-12-31	$1,318,457	4,977	+2.3%	Shares	Sole	2026-02-13
2025-09-30	$1,153,479	4,867	-1.4%	Shares	Sole	2025-11-14
2025-06-30	$1,345,725	4,935	-14.3%	Shares	Sole	2025-11-26
2025-03-31	$1,545,485	5,759	+25.4%	Shares	Sole	2025-12-08
2024-12-31	$1,535,243	4,592	—	Shares	Sole	2025-12-11
No filing history on record for this holder in this stock.