Evelyn Partners Investment Management Services Ltd
Position in CRM — Salesforce, Inc.
CIK 2065205
London, X0
Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$328,165
-$208,012 QoQ
Shares Held
1,758
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Evelyn Partners Investment Management Services Ltd holds $25,578,537 across 10 Software - Application names. CRM ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
58,379 | $11,861,445 | |
| 2 | INTU |
Intuit Inc.
|
20,031 | $8,661,003 | |
| 3 | ROP |
Roper Technologies Inc
|
4,378 | $1,549,199 | |
| 4 | NOW |
ServiceNow, Inc.
|
12,490 | $1,305,829 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
4,341 | $1,206,233 | |
| 6 | ADBE |
Adobe Inc.
|
1,979 | $481,055 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
1,758 | $328,165 | |
| 8 | ADSK |
Autodesk, Inc.
|
708 | $169,495 |
All Filings in CRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $328,165 | 1,758 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $536,177 | 2,024 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $796,320 | 3,360 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $1,209,605 | 3,618 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||