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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Palisade Capital Management increased its Salesforce (CRM) stake by 75% in Q1 2026, buying an estimated $188K and bringing the position to 2,117 shares worth $395K. 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 9 quarters since. The position peaked at $728K in Q2 2013. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Palisade Capital Management held 2,117 shares of Salesforce worth $395K as of Q1 2026.
Palisade Capital Management bought 907 Salesforce shares in Q1 2026, an estimated $188K.
Salesforce made up 0.01% of Palisade Capital Management's portfolio in Q1 2026, its #277 holding.
Palisade Capital Management first reported a position in Salesforce in Q2 2013 and has held it in 9 quarters since.
Palisade Capital Management's Salesforce position peaked at $728K in Q2 2013.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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