Ownership history in Evolution Wealth Advisors, LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which Evolution Wealth Advisors, LLC reported a position in SALESFORCE COM INC (CRM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Evolution Wealth Advisors, LLC underperformed the S&P 500 by β9.4% annually on this CRM position. Timing score: 47% (8/17 decisions correct). Average cost basis: $241.18. Maximum drawdown during holding period: β39.1%.
β Significantly underperformed the S&P 500 by 9.4% ann.
17 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 17 add/trim decisions correct
Best entry: $135.33 (2018 Q4) Β· Worst: $271.78 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 10 trims. Bought during 2 of 9 down-price quarters. π Predominantly trimming β distribution phase.
π Evolution Wealth Advisors, LLC has been actively increasing its CRM allocation β a bullish signal from insiders.
Currently 0.4% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size