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Paladin Partners’s Salesforce CRM Stock Holding History

Paladin 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
Q3 		$17.4K Hold
76
– – 0.01% 112
2026
Q2 		$11.9K Sell
76
-50
-40% -$8.79K 0.01% 128
2026
Q1 		$23.6K Hold
126
– – 0.02% 98
2025
Q4 		$33.4K Buy
+126
New +$31.3K 0.02% 80

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

Paladin Partners's CRM Position: Q3 2026 in Review

Paladin Partners held its Salesforce (CRM) position steady in Q3 2026 at 76 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #112.

Paladin Partners first reported a position in CRM in Q4 2025 and has held it in 4 quarters since. The position peaked at $33.4K in Q4 2025. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Paladin Partners held 76 shares of Salesforce worth $17.4K as of Q3 2026.
  • Paladin Partners left its Salesforce share count unchanged in Q3 2026.
  • Salesforce made up 0.01% of Paladin Partners's portfolio in Q3 2026, its #112 holding.
  • Paladin Partners first reported a position in Salesforce in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's Salesforce position peaked at $33.4K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.