PCM
CRM icon

Palestra Capital Management’s Salesforce CRM Stock Holding History

Palestra Capital Management’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
Q1 		$21.8M Sell
116,527
-306,995
-72% -$63.6M 0.85% 20
2025
Q4 		$112M Sell
423,522
-124,704
-23% -$31M 3.97% 13
2025
Q3 		$130M Buy
548,226
+129,510
+31% +$32.7M 4.19% 9
2025
Q2 		$114M Sell
418,716
-81,065
-16% -$21.7M 3.32% 14
2025
Q1 		$134M Sell
499,781
-65,169
-12% -$20.3M 5.28% 9
2024
Q4 		$189M Sell
564,950
-135,098
-19% -$43.1M 5.18% 2
2024
Q3 		$192M Buy
700,048
+254,905
+57% +$65.3M 6.32% 3
2024
Q2 		$114M Sell
445,143
-134,749
-23% -$36.1M 4.52% 7
2024
Q1 		$175M Buy
579,892
+85,406
+17% +$24.6M 6.51% 1
2023
Q4 		$130M Sell
494,486
-239,960
-33% -$54.3M 6.46% 4
2023
Q3 		$149M Buy
734,446
+230,178
+46% +$49.7M 7.86% 1
2023
Q2 		$107M Sell
504,268
-111,590
-18% -$22.8M 5.26% 4
2023
Q1 		$123M Buy
+615,858
New +$104M 6.61% 2
2020
Q1 		– Sell
-938,325
Closed -$153M – 30
2019
Q4 		$153M Buy
+938,325
New +$147M 4.54% 6

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Palestra Capital Management's CRM Position: Q1 2026 in Review

Palestra Capital Management reduced its Salesforce (CRM) stake by 72% in Q1 2026, selling an estimated $63.6M and leaving 116,527 shares worth $21.8M. The position accounts for 0.85% of the portfolio, ranked #20.

Palestra Capital Management first reported a position in CRM in Q4 2019 and has held it in 14 quarters since. The position peaked at $192M in Q3 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Palestra Capital Management held 116,527 shares of Salesforce worth $21.8M as of Q1 2026.
  • Palestra Capital Management sold 306,995 Salesforce shares in Q1 2026, an estimated $63.6M.
  • Salesforce made up 0.85% of Palestra Capital Management's portfolio in Q1 2026, its #20 holding.
  • Palestra Capital Management first reported a position in Salesforce in Q4 2019 and has held it in 14 quarters since.
  • Palestra Capital Management's Salesforce position peaked at $192M in Q3 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Palestra Capital Management's 13F filing for Q1 2026, filed 15 May 2026.