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Parallel Advisors’s Salesforce CRM Stock Holding History

Parallel Advisors’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
2023
Q3 		– Sell
-200
Closed -$42 – 3391
2023
Q2 		$42 Buy
+200
New +$40.8K ﹤0.01% 3317
2022
Q2 		– Sell
-1,300
Closed -$359K – 3048
2022
Q1 		$359K Buy
+1,300
New +$280K 0.01% 522

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Parallel Advisors's CRM Position: Q2 2026 in Review

Parallel Advisors reduced its Salesforce (CRM) stake by 15% in Q2 2026, selling an estimated $1.62M and leaving 50,944 shares worth $7.98M. The position accounts for 0.12% of the portfolio, ranked #127.

Parallel Advisors first reported a position in CRM in Q4 2016 and has held it in 39 quarters since. The position peaked at $22.4M in Q4 2024. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Parallel Advisors held 50,944 shares of Salesforce worth $7.98M as of Q2 2026.
  • Parallel Advisors sold 9,203 Salesforce shares in Q2 2026, an estimated $1.62M.
  • Salesforce made up 0.12% of Parallel Advisors's portfolio in Q2 2026, its #127 holding.
  • Parallel Advisors first reported a position in Salesforce in Q4 2016 and has held it in 39 quarters since.
  • Parallel Advisors's Salesforce position peaked at $22.4M in Q4 2024.
  • 1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.