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 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

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

Paragon Capital Management (Colorado)'s CRM Position: Q1 2026 in Review

Paragon Capital Management (Colorado) held its Salesforce (CRM) position steady in Q1 2026 at 52,139 shares worth $9.73M. The position accounts for 2.04% of the portfolio, ranked #11.

Paragon Capital Management (Colorado) first reported a position in CRM in Q3 2021 and has held it in 19 quarters since. The position peaked at $25.4M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Paragon Capital Management (Colorado) held 52,139 shares of Salesforce worth $9.73M as of Q1 2026.
Paragon Capital Management (Colorado) left its Salesforce share count unchanged in Q1 2026.
Salesforce made up 2.04% of Paragon Capital Management (Colorado)'s portfolio in Q1 2026, its #11 holding.
Paragon Capital Management (Colorado) first reported a position in Salesforce in Q3 2021 and has held it in 19 quarters since.
Paragon Capital Management (Colorado)'s Salesforce position peaked at $25.4M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q1 2026, filed 15 Apr 2026.