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

Paragon Capital Management (Utah)’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 		$47K Buy
+300
New +$52.8K 0.03% 76

Other funds holding CRM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Paragon Capital Management (Utah)'s CRM Position: Q2 2026 in Review

Paragon Capital Management (Utah) reduced its Salesforce (CRM) stake by 1.9% in Q2 2026, selling an estimated $19.5K and leaving 5,857 shares worth $918K. The position accounts for 0.68% of the portfolio, ranked #59.

Paragon Capital Management (Utah) first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.11M in Q1 2026. 1,438 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Paragon Capital Management (Utah) held 5,857 shares of Salesforce worth $918K as of Q2 2026.
  • Paragon Capital Management (Utah) sold 111 Salesforce shares in Q2 2026, an estimated $19.5K.
  • Salesforce made up 0.68% of Paragon Capital Management (Utah)'s portfolio in Q2 2026, its #59 holding.
  • Paragon Capital Management (Utah) first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • Paragon Capital Management (Utah)'s Salesforce position peaked at $1.11M in Q1 2026.
  • 1,438 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Paragon Capital Management (Utah)'s 13F filing for Q2 2026, filed 22 Jul 2026.