Paragon Private Wealth Management’s Salesforce CRM Stock Holding History

Paragon Private Wealth 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 Q2	$306K	Sell	1,953 -3,182	-62%	-$560K	0.08%	192
2026 Q1	$959K	Sell	5,135 -506	-9%	-$105K	0.3%	93
2025 Q4	$1.49M	Sell	5,641 -889	-14%	-$221K	0.46%	55
2025 Q3	$1.55M	Buy	6,530 +910	+16%	+$230K	0.51%	52
2025 Q2	$1.53M	Buy	5,620 +156	+3%	+$41.7K	0.61%	44
2025 Q1	$1.47M	Buy	5,464 +202	+4%	+$62.8K	0.68%	40
2024 Q4	$1.76M	Buy	5,262 +397	+8%	+$127K	0.81%	36
2024 Q3	$1.33M	Buy	4,865 +309	+7%	+$79.1K	0.66%	45
2024 Q2	$1.17M	Buy	4,556 +620	+16%	+$166K	0.66%	41
2024 Q1	$1.19M	Buy	3,936 +281	+8%	+$81.1K	0.71%	44
2023 Q4	$962K	Buy	+3,655	New	+$827K	0.67%	50

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Paragon Private Wealth Management's CRM Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its Salesforce (CRM) stake by 62% in Q2 2026, selling an estimated $560K and leaving 1,953 shares worth $306K. The position accounts for 0.08% of the portfolio, ranked #192.

Paragon Private Wealth Management first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.76M in Q4 2024. 1,067 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Paragon Private Wealth Management held 1,953 shares of Salesforce worth $306K as of Q2 2026.
Paragon Private Wealth Management sold 3,182 Salesforce shares in Q2 2026, an estimated $560K.
Salesforce made up 0.08% of Paragon Private Wealth Management's portfolio in Q2 2026, its #192 holding.
Paragon Private Wealth Management first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Paragon Private Wealth Management's Salesforce position peaked at $1.76M in Q4 2024.
1,067 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.