PCM
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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
Q2 		– Sell
-116,527
Closed -$21.8M – 24
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 $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

Palestra Capital Management's CRM Position: Q2 2026 in Review

Palestra Capital Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 116,527 shares — an estimated $21.8M sold.

Palestra Capital Management first reported a position in CRM in Q4 2019 and held it in 14 quarters. The position peaked at $192M in Q3 2024. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Palestra Capital Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Palestra Capital Management sold 116,527 Salesforce shares in Q2 2026, an estimated $21.8M.
  • Palestra Capital Management first reported a position in Salesforce in Q4 2019 and held it in 14 quarters.
  • Palestra Capital Management's Salesforce position peaked at $192M in Q3 2024.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Palestra Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.