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Palisade Asset Management’s Salesforce CRM Stock Holding History

Palisade Asset 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
2025
Q4 		– Sell
-95
Closed -$22.5K – 298
2025
Q3 		$22.5K Buy
+95
New +$24K ﹤0.01% 329
2024
Q2 		– Sell
-32
Closed -$9.64K – 237
2024
Q1 		$9.64K Buy
+32
New +$9.23K ﹤0.01% 350
2021
Q4 		– Sell
-747
Closed -$203K – 183
2021
Q3 		$203K Buy
+747
New +$190K 0.02% 183

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Palisade Asset Management's CRM Position: Q4 2025 in Review

Palisade Asset Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 95 shares — an estimated $22.5K sold.

Palisade Asset Management first reported a position in CRM in Q3 2021 and held it in 3 quarters. The position peaked at $203K in Q3 2021. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Palisade Asset Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Palisade Asset Management sold 95 Salesforce shares in Q4 2025, an estimated $22.5K.
  • Palisade Asset Management first reported a position in Salesforce in Q3 2021 and held it in 3 quarters.
  • Palisade Asset Management's Salesforce position peaked at $203K in Q3 2021.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Palisade Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.