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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
2023
Q1 		– Sell
-1,474
Closed -$195K – 312
2022
Q4 		$195K Hold
1,474
– – 0.17% 95
2022
Q3 		$212K Hold
1,474
– – 0.19% 83
2022
Q2 		$243K Buy
+1,474
New +$260K 0.21% 76
2022
Q1 		– Sell
-1,474
Closed -$374K – 323
2021
Q4 		$374K Buy
+1,474
New +$414K 0.3% 66

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

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. 2,483 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.
  • 2,483 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.