Paradigm Asset Management’s Salesforce CRM Stock Holding History

Paradigm 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
2026 Q1	$1.13M	Hold	6,050	–	–	0.26%	172
2025 Q4	$1.6M	Sell	6,050 -500	-8%	-$124K	0.37%	97
2025 Q3	$1.55M	Hold	6,550	–	–	0.36%	96
2025 Q2	$1.79M	Sell	6,550 -2,900	-31%	-$775K	0.44%	65
2025 Q1	$2.54M	Hold	9,450	–	–	0.67%	32
2024 Q4	$3.16M	Buy	9,450 +2,800	+42%	+$894K	0.87%	18
2024 Q3	$1.82M	Hold	6,650	–	–	0.48%	57
2024 Q2	$1.71M	Buy	6,650 +2,900	+77%	+$776K	0.48%	53
2024 Q1	$1.13M	Sell	3,750 -1,200	-24%	-$346K	0.29%	141
2023 Q4	$1.3M	Hold	4,950	–	–	0.34%	110
2023 Q3	$1M	Hold	4,950	–	–	0.28%	145
2023 Q2	$1.05M	Buy	4,950 +4,500	+1,000%	+$919K	0.28%	143
2023 Q1	$89.9K	Hold	450	–	–	0.02%	359
2022 Q4	$59.7K	Sell	450 -6,700	-94%	-$978K	0.02%	412
2022 Q3	$1.03M	Sell	7,150 -100	-1%	-$17K	0.34%	71
2022 Q2	$1.2M	Sell	7,250 -1,100	-13%	-$194K	0.37%	65
2022 Q1	$1.77M	Hold	8,350	–	–	0.47%	53
2021 Q4	$2.12M	Buy	8,350 +250	+3%	+$70.2K	0.53%	49
2021 Q3	$2.2M	Sell	8,100 -400	-5%	-$102K	0.6%	40
2021 Q2	$2.08M	Sell	8,500 -200	-2%	-$46.1K	0.53%	46
2021 Q1	$1.84M	Sell	8,700 -400	-4%	-$89K	0.49%	50
2020 Q4	$2.03M	Buy	9,100 +3,200	+54%	+$778K	0.56%	41
2020 Q3	$1.48M	Hold	5,900	–	–	0.46%	48
2020 Q2	$1.11M	Buy	5,900 +5,100	+638%	+$859K	0.34%	89
2020 Q1	$115K	Hold	800	–	–	0.04%	282
2019 Q4	$130K	Sell	800 -50	-6%	-$7.84K	0.04%	288
2019 Q3	$126K	Hold	850	–	–	0.04%	285
2019 Q2	$129K	Sell	850 -200	-19%	-$31.3K	0.04%	285
2019 Q1	$166K	Hold	1,050	–	–	0.05%	285
2018 Q4	$144K	Sell	1,050 -700	-40%	-$96.3K	0.05%	288
2018 Q3	$278K	Sell	1,750 -100	-5%	-$14.8K	0.08%	259
2018 Q2	$252K	Hold	1,850	–	–	0.07%	258
2018 Q1	$215K	Hold	1,850	–	–	0.06%	263
2017 Q4	$189K	Sell	1,850 -250	-12%	-$25.5K	0.05%	268
2017 Q3	$196K	Hold	2,100	–	–	0.05%	275
2017 Q2	$182K	Hold	2,100	–	–	0.04%	354
2017 Q1	$173K	Buy	+2,100	New	+$168K	0.03%	400
2015 Q1	–	Sell	-3,300	Closed	-$196K	–	802
2014 Q4	$196K	Hold	3,300	–	–	0.03%	470
2014 Q3	$190K	Sell	3,300 -7,800	-70%	-$439K	0.03%	465
2014 Q2	$645K	Sell	11,100 -250	-2%	-$13.5K	0.09%	254
2014 Q1	$648K	Hold	11,350	–	–	0.09%	254
2013 Q4	$626K	Buy	+11,350	New	+$607K	0.1%	236

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

Paradigm Asset Management's CRM Position: Q1 2026 in Review

Paradigm Asset Management held its Salesforce (CRM) position steady in Q1 2026 at 6,050 shares worth $1.13M. The position accounts for 0.26% of the portfolio, ranked #172.

Paradigm Asset Management first reported a position in CRM in Q4 2013 and has held it in 42 quarters since. The position peaked at $3.16M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Paradigm Asset Management held 6,050 shares of Salesforce worth $1.13M as of Q1 2026.
Paradigm Asset Management left its Salesforce share count unchanged in Q1 2026.
Salesforce made up 0.26% of Paradigm Asset Management's portfolio in Q1 2026, its #172 holding.
Paradigm Asset Management first reported a position in Salesforce in Q4 2013 and has held it in 42 quarters since.
Paradigm Asset Management's Salesforce position peaked at $3.16M in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Paradigm Asset Management's 13F filing for Q1 2026, filed 12 May 2026.