Pacifica Partners’s Salesforce CRM Stock Holding History

Pacifica 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	$23.8K	Sell	143 -5	-3%	-$879	0.01%	237
2026 Q1	$27.6K	Sell	148 -1	-0.7%	-$207	0.01%	232
2025 Q4	$37.8K	Hold	149	–	–	0.02%	199
2025 Q3	$35.1K	Buy	149 +5	+3%	+$1.26K	0.01%	228
2025 Q2	$39.4K	Hold	144	–	–	0.02%	214
2025 Q1	$36.7K	Hold	144	–	–	0.02%	213
2024 Q4	$47.6K	Hold	144	–	–	0.02%	200
2024 Q3	$39.4K	Hold	144	–	–	0.02%	228
2024 Q2	$37.6K	Buy	144 +14	+11%	+$3.75K	0.02%	235
2024 Q1	$39.7K	Hold	130	–	–	0.02%	230
2023 Q4	$32.6K	Buy	130 +100	+333%	+$22.6K	0.02%	249
2023 Q3	$6.06K	Hold	30	–	–	﹤0.01%	396
2023 Q2	$6.42K	Hold	30	–	–	﹤0.01%	344
2023 Q1	$5.75K	Hold	30	–	–	﹤0.01%	369
2022 Q4	$3.92K	Hold	30	–	–	﹤0.01%	375
2022 Q3	$4K	Hold	30	–	–	﹤0.01%	379
2022 Q2	$5K	Hold	30	–	–	﹤0.01%	368
2022 Q1	$6K	Buy	+30	New	+$6.46K	﹤0.01%	353
2021 Q4	–	Sell	-67	Closed	-$19K	–	481
2021 Q3	$19K	Buy	67 +50	+294%	+$12.7K	0.01%	227
2021 Q2	$4K	Hold	17	–	–	﹤0.01%	366
2021 Q1	$4K	Buy	+17	New	+$3.79K	﹤0.01%	337

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Pacifica Partners's CRM Position: Q2 2026 in Review

Pacifica Partners reduced its Salesforce (CRM) stake by 3.4% in Q2 2026, selling an estimated $879 and leaving 143 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #237.

Pacifica Partners first reported a position in CRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $47.6K in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Pacifica Partners held 143 shares of Salesforce worth $23.8K as of Q2 2026.
Pacifica Partners sold 5 Salesforce shares in Q2 2026, an estimated $879.
Salesforce made up 0.01% of Pacifica Partners's portfolio in Q2 2026, its #237 holding.
Pacifica Partners first reported a position in Salesforce in Q1 2021 and has held it in 21 quarters since.
Pacifica Partners's Salesforce position peaked at $47.6K in Q4 2024.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.