Paragon Capital Management (Colorado)’s Salesforce CRM Stock Holding History

Paragon Capital Management (Colorado)’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 Q3	$12M	Hold	52,139	–	–	2.2%	11
2026 Q2	$8.17M	Hold	52,139	–	–	1.55%	15
2026 Q1	$9.73M	Hold	52,139	–	–	2.04%	11
2025 Q4	$13.8M	Sell	52,139 -23,442	-31%	-$5.83M	2.75%	10
2025 Q3	$17.9M	Sell	75,581 -500	-0.7%	-$126K	3.37%	8
2025 Q2	$20.7M	Hold	76,081	–	–	3.76%	8
2025 Q1	$20.4M	Hold	76,081	–	–	4.18%	8
2024 Q4	$25.4M	Hold	76,081	–	–	5.07%	6
2024 Q3	$20.8M	Hold	76,081	–	–	4.08%	8
2024 Q2	$19.6M	Hold	76,081	–	–	3.59%	10
2024 Q1	$22.9M	Hold	76,081	–	–	4.06%	7
2023 Q4	$20M	Hold	76,081	–	–	4.09%	8
2023 Q3	$15.4M	Hold	76,081	–	–	3.47%	9
2023 Q2	$16.1M	Sell	76,081 -3,536	-4%	-$722K	3.48%	9
2023 Q1	$15.9M	Hold	79,617	–	–	3.64%	8
2022 Q4	$10.6M	Buy	79,617 +97	+0.1%	+$14.2K	2.81%	8
2022 Q3	$11.4M	Hold	79,520	–	–	3.27%	9
2022 Q2	$13.1M	Sell	79,520 -398	-0.5%	-$70.3K	3.67%	8
2022 Q1	$17M	Buy	79,918 +109	+0.1%	+$23.5K	3.17%	9
2021 Q4	$20.3M	Buy	79,809 +13	+0%	+$3.65K	3.25%	9
2021 Q3	$21.6M	Buy	+79,796	New	+$20.3M	3.72%	7

Other funds holding CRM

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Paragon Capital Management (Colorado)'s CRM Position: Q3 2026 in Review

Paragon Capital Management (Colorado) held its Salesforce (CRM) position steady in Q3 2026 at 52,139 shares worth $12M. The position accounts for 2.2% of the portfolio, ranked #11.

Paragon Capital Management (Colorado) first reported a position in CRM in Q3 2021 and has held it in 21 quarters since. The position peaked at $25.4M in Q4 2024. 370 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Paragon Capital Management (Colorado) held 52,139 shares of Salesforce worth $12M as of Q3 2026.
Paragon Capital Management (Colorado) left its Salesforce share count unchanged in Q3 2026.
Salesforce made up 2.2% of Paragon Capital Management (Colorado)'s portfolio in Q3 2026, its #11 holding.
Paragon Capital Management (Colorado) first reported a position in Salesforce in Q3 2021 and has held it in 21 quarters since.
Paragon Capital Management (Colorado)'s Salesforce position peaked at $25.4M in Q4 2024.
370 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q3 2026, filed 9 Oct 2026.