Palisade Capital Management’s Salesforce CRM Stock Holding History

Palisade 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	$318K	Sell	2,029 -88	-4%	-$15.5K	0.01%	277
2026 Q1	$395K	Buy	2,117 +907	+75%	+$188K	0.01%	277
2025 Q4	$320K	Buy	+1,210	New	+$301K	0.01%	351
2022 Q1	–	Sell	-900	Closed	-$229K	–	425
2021 Q4	$229K	Buy	+900	New	+$253K	﹤0.01%	409
2021 Q2	–	Sell	-1,850	Closed	-$392K	–	405
2021 Q1	$392K	Sell	1,850 -150	-8%	-$33.4K	0.01%	347
2020 Q4	$445K	Buy	+2,000	New	+$486K	0.01%	336
2019 Q4	–	Sell	-1,950	Closed	-$289K	–	418
2019 Q3	$289K	Sell	1,950 -750	-28%	-$114K	0.01%	387
2019 Q2	$410K	Buy	2,700 +1,033	+62%	+$162K	0.01%	373
2019 Q1	$264K	Buy	+1,667	New	+$258K	0.01%	404
2013 Q3	–	Sell	-19,069	Closed	-$728K	–	445
2013 Q2	$728K	Buy	+19,069	New	+$787K	0.02%	366

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Palisade Capital Management reduced its Salesforce (CRM) stake by 4.2% in Q2 2026, selling an estimated $15.5K and leaving 2,029 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #277.

Palisade Capital Management first reported a position in CRM in Q2 2013 and has held it in 10 quarters since. The position peaked at $728K in Q2 2013. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Palisade Capital Management held 2,029 shares of Salesforce worth $318K as of Q2 2026.
Palisade Capital Management sold 88 Salesforce shares in Q2 2026, an estimated $15.5K.
Salesforce made up 0.01% of Palisade Capital Management's portfolio in Q2 2026, its #277 holding.
Palisade Capital Management first reported a position in Salesforce in Q2 2013 and has held it in 10 quarters since.
Palisade Capital Management's Salesforce position peaked at $728K in Q2 2013.
2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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