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Pacific Sage Partners’s Salesforce CRM Stock Holding History

Pacific Sage Partners’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
Q2 		$294K Buy
1,875
+75
+4% +$13.2K 0.04% 100
2026
Q1 		$336K Buy
1,800
+39
+2% +$8.08K 0.05% 85
2025
Q4 		$467K Sell
1,761
-41
-2% -$10.2K 0.07% 70
2025
Q3 		$427K Sell
1,802
-2
-0.1% -$504 0.07% 69
2025
Q2 		$492K Buy
1,804
+31
+2% +$8.29K 0.1% 62
2025
Q1 		$476K Hold
1,773
– – 0.11% 59
2024
Q4 		$593K Hold
1,773
– – 0.14% 50
2024
Q3 		$485K Hold
1,773
– – 0.12% 54
2024
Q2 		$456K Buy
1,773
+25
+1% +$6.69K 0.11% 53
2024
Q1 		$526K Hold
1,748
– – 0.14% 51
2023
Q4 		$460K Hold
1,748
– – 0.13% 53
2023
Q3 		$354K Sell
1,748
-17
-1% -$3.67K 0.11% 56
2023
Q2 		$373K Buy
1,765
+95
+6% +$19.4K 0.11% 58
2023
Q1 		$334K Buy
1,670
+22
+1% +$3.72K 0.11% 61
2022
Q4 		$219K Buy
+1,648
New +$240K 0.07% 76

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pacific Sage Partners's CRM Position: Q2 2026 in Review

Pacific Sage Partners increased its Salesforce (CRM) stake by 4.2% in Q2 2026, buying an estimated $13.2K and bringing the position to 1,875 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #100.

Pacific Sage Partners first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $593K in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pacific Sage Partners held 1,875 shares of Salesforce worth $294K as of Q2 2026.
  • Pacific Sage Partners bought 75 Salesforce shares in Q2 2026, an estimated $13.2K.
  • Salesforce made up 0.04% of Pacific Sage Partners's portfolio in Q2 2026, its #100 holding.
  • Pacific Sage Partners first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Pacific Sage Partners's Salesforce position peaked at $593K in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.