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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
Q2 		$7.45M Buy
47,547
+3,847
+9% +$676K 0.23% 80
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 $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

Pallas Capital Advisors's CRM Position: Q2 2026 in Review

Pallas Capital Advisors increased its Salesforce (CRM) stake by 8.8% in Q2 2026, buying an estimated $676K and bringing the position to 47,547 shares worth $7.45M. The position accounts for 0.23% of the portfolio, ranked #80.

Pallas Capital Advisors first reported a position in CRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $12M in Q4 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pallas Capital Advisors held 47,547 shares of Salesforce worth $7.45M as of Q2 2026.
  • Pallas Capital Advisors bought 3,847 Salesforce shares in Q2 2026, an estimated $676K.
  • Salesforce made up 0.23% of Pallas Capital Advisors's portfolio in Q2 2026, its #80 holding.
  • Pallas Capital Advisors first reported a position in Salesforce in Q1 2021 and has held it in 22 quarters since.
  • Pallas Capital Advisors's Salesforce position peaked at $12M in Q4 2024.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.