Paladin Advisory Group’s Salesforce CRM Stock Holding History

Paladin Advisory Group’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	$92.4K	Hold	590	–	–	0.06%	128
2026 Q1	$110K	Hold	590	–	–	0.08%	116
2025 Q4	$156K	Hold	590	–	–	0.11%	96
2025 Q3	$140K	Sell	590 -856	-59%	-$216K	0.11%	96
2025 Q2	$394K	Hold	1,446	–	–	0.3%	58
2025 Q1	$388K	Hold	1,446	–	–	0.31%	56
2024 Q4	$483K	Hold	1,446	–	–	0.37%	50
2024 Q3	$396K	Sell	1,446 -18	-1%	-$4.61K	0.29%	56
2024 Q2	$375K	Hold	1,464	–	–	0.29%	56
2024 Q1	$443K	Hold	1,464	–	–	0.35%	54
2023 Q4	$385K	Sell	1,464 -10	-0.7%	-$2.26K	0.32%	54
2023 Q3	$299K	Hold	1,474	–	–	0.25%	70
2023 Q2	$311K	Hold	1,474	–	–	0.25%	65
2023 Q1	$294K	Buy	+1,474	New	+$249K	0.24%	68
2022 Q2	–	Sell	-1,474	Closed	-$260K	–	328
2022 Q1	$312K	Buy	+1,474	New	+$317K	0.25%	67

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Paladin Advisory Group's CRM Position: Q2 2026 in Review

Paladin Advisory Group held its Salesforce (CRM) position steady in Q2 2026 at 590 shares worth $92.4K. The position accounts for 0.06% of the portfolio, ranked #128.

Paladin Advisory Group first reported a position in CRM in Q1 2022 and has held it in 15 quarters since. The position peaked at $483K in Q4 2024. 1,064 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Paladin Advisory Group held 590 shares of Salesforce worth $92.4K as of Q2 2026.
Paladin Advisory Group left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.06% of Paladin Advisory Group's portfolio in Q2 2026, its #128 holding.
Paladin Advisory Group first reported a position in Salesforce in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Salesforce position peaked at $483K in Q4 2024.
1,064 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.