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Pallas Capital Advisors’s Salesforce CRM Stock Holding History

Pallas Capital Advisors’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 		$8.16M Buy
43,700
+140
+0.3% +$29K 0.31% 67
2025
Q4 		$11.5M Buy
43,560
+3,169
+8% +$788K 0.38% 50
2025
Q3 		$9.57M Sell
40,391
-768
-2% -$194K 0.35% 61
2025
Q2 		$11.2M Buy
41,159
+1,874
+5% +$501K 0.43% 47
2025
Q1 		$10.5M Buy
39,285
+3,497
+10% +$1.09M 0.44% 43
2024
Q4 		$12M Sell
35,788
-870
-2% -$278K 0.51% 37
2024
Q3 		$10.5M Sell
36,658
-375
-1% -$96.1K 0.45% 42
2024
Q2 		$9.16M Buy
37,033
+214
+0.6% +$57.3K 0.41% 43
2024
Q1 		$11.1M Buy
36,819
+877
+2% +$253K 0.46% 34
2023
Q4 		$9.46M Sell
35,942
-288
-0.8% -$65.2K 0.5% 35
2023
Q3 		$7.22M Buy
36,230
+9,393
+35% +$2.03M 0.44% 44
2023
Q2 		$6.12M Buy
26,837
+4,603
+21% +$940K 0.28% 52
2023
Q1 		$4.33M Buy
22,234
+4,578
+26% +$773K 0.41% 72
2022
Q4 		$2.67M Sell
17,656
-7,111
-29% -$1.04M 0.27% 83
2022
Q3 		$3.62M Buy
24,767
+1,199
+5% +$203K 0.4% 72
2022
Q2 		$4.3M Buy
23,568
+2,115
+10% +$374K 0.59% 50
2022
Q1 		$4.06M Buy
21,453
+639
+3% +$138K 0.52% 54
2021
Q4 		$4.55M Buy
20,814
+195
+0.9% +$54.8K 0.55% 47
2021
Q3 		$6.25M Buy
20,619
+4,547
+28% +$1.15M 0.69% 34
2021
Q2 		$3.92M Buy
16,072
+3,810
+31% +$878K 0.55% 48
2021
Q1 		$2.62M Buy
+12,262
New +$2.73M 0.58% 44

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

Pallas Capital Advisors's CRM Position: Q1 2026 in Review

Pallas Capital Advisors increased its Salesforce (CRM) stake by 0.32% in Q1 2026, buying an estimated $29K and bringing the position to 43,700 shares worth $8.16M. The position accounts for 0.31% of the portfolio, ranked #67.

Pallas Capital Advisors first reported a position in CRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $12M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Pallas Capital Advisors held 43,700 shares of Salesforce worth $8.16M as of Q1 2026.
  • Pallas Capital Advisors bought 140 Salesforce shares in Q1 2026, an estimated $29K.
  • Salesforce made up 0.31% of Pallas Capital Advisors's portfolio in Q1 2026, its #67 holding.
  • Pallas Capital Advisors first reported a position in Salesforce in Q1 2021 and has held it in 21 quarters since.
  • Pallas Capital Advisors's Salesforce position peaked at $12M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.