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Atwood & Palmer’s Salesforce CRM Stock Holding History

Atwood & Palmer’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$60.9K Hold
265
– – ﹤0.01% 247
2026
Q2 		$41.6K Sell
265
-28
-10% -$4.92K ﹤0.01% 263
2026
Q1 		$54.8K Sell
293
-115
-28% -$23.8K ﹤0.01% 243
2025
Q4 		$108K Hold
408
– – 0.01% 179
2025
Q3 		$96.8K Hold
408
– – 0.01% 192
2025
Q2 		$111K Hold
408
– – 0.01% 183
2025
Q1 		$110K Buy
408
+28
+7% +$8.71K 0.01% 179
2024
Q4 		$127K Hold
380
– – 0.01% 168
2024
Q3 		$104K Hold
380
– – 0.01% 182
2024
Q2 		$97.7K Sell
380
-119
-24% -$31.8K 0.01% 181
2024
Q1 		$150K Buy
499
+19
+4% +$5.48K 0.01% 162
2023
Q4 		$126K Buy
480
+213
+80% +$48.2K 0.01% 172
2023
Q3 		$54.1K Hold
267
– – ﹤0.01% 210
2023
Q2 		$56.4K Buy
267
+252
+1,680% +$51.4K 0.01% 217
2023
Q1 		$3K Hold
15
– – ﹤0.01% 338
2022
Q4 		$1.99K Hold
15
– – ﹤0.01% 365
2022
Q3 		$2K Sell
15
-70
-82% -$11.9K ﹤0.01% 356
2022
Q2 		$14K Buy
85
+70
+467% +$12.4K ﹤0.01% 310
2022
Q1 		$3K Sell
15
-33
-69% -$7.1K ﹤0.01% 413
2021
Q4 		$12K Buy
48
+15
+45% +$4.21K ﹤0.01% 360
2021
Q3 		$9K Buy
+33
New +$8.38K ﹤0.01% 358
2018
Q2 		– Sell
-288
Closed -$33K – 317
2018
Q1 		$33K Sell
288
-100
-26% -$11.5K ﹤0.01% 197
2017
Q4 		$40K Hold
388
– – 0.01% 189
2017
Q3 		$36K Hold
388
– – 0.01% 195
2017
Q2 		$34K Buy
388
+40
+11% +$3.48K 0.01% 205
2017
Q1 		$29K Hold
348
– – ﹤0.01% 197
2016
Q4 		$24K Hold
348
– – ﹤0.01% 214
2016
Q3 		$25K Hold
348
– – ﹤0.01% 212
2016
Q2 		$28K Hold
348
– – 0.01% 203
2016
Q1 		$26K Sell
348
-445
-56% -$30.6K ﹤0.01% 213
2015
Q4 		$62K Hold
793
– – 0.01% 192
2015
Q3 		$55K Buy
793
+231
+41% +$16.4K 0.01% 186
2015
Q2 		$39K Buy
+562
New +$40K 0.01% 200

Other funds holding CRM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Atwood & Palmer's CRM Position: Q3 2026 in Review

Atwood & Palmer held its Salesforce (CRM) position steady in Q3 2026 at 265 shares worth $60.9K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Atwood & Palmer first reported a position in CRM in Q2 2015 and has held it in 33 quarters since. The position peaked at $150K in Q1 2024. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Atwood & Palmer held 265 shares of Salesforce worth $60.9K as of Q3 2026.
  • Atwood & Palmer left its Salesforce share count unchanged in Q3 2026.
  • Salesforce made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #247 holding.
  • Atwood & Palmer first reported a position in Salesforce in Q2 2015 and has held it in 33 quarters since.
  • Atwood & Palmer's Salesforce position peaked at $150K in Q1 2024.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.