Pathstone Holdings
CRM icon

Pathstone Holdings’s Salesforce CRM Stock Holding History

Pathstone Holdings’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 		$12.4M Sell
78,660
-21,403
-21% -$3.76M 0.04% 336
2026
Q1 		$18.7M Buy
100,063
+5,698
+6% +$1.18M 0.07% 196
2025
Q4 		$25M Sell
94,365
-6,346
-6% -$1.58M 0.1% 151
2025
Q3 		$23.9M Sell
100,711
-5,623
-5% -$1.42M 0.09% 149
2025
Q2 		$29M Sell
106,334
-78,168
-42% -$20.9M 0.11% 115
2025
Q1 		$49.7M Buy
184,502
+72,805
+65% +$22.6M 0.22% 77
2024
Q4 		$37.3M Buy
111,697
+1,479
+1% +$472K 0.17% 84
2024
Q3 		$30.2M Sell
110,218
-34
-0% -$8.71K 0.13% 114
2024
Q2 		$28.3M Sell
110,252
-5,516
-5% -$1.48M 0.13% 113
2024
Q1 		$34.9M Buy
115,768
+9,961
+9% +$2.87M 0.16% 95
2023
Q4 		$27.8M Buy
+105,807
New +$23.9M 0.15% 105

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pathstone Holdings's CRM Position: Q2 2026 in Review

Pathstone Holdings reduced its Salesforce (CRM) stake by 21% in Q2 2026, selling an estimated $3.76M and leaving 78,660 shares worth $12.4M. The position accounts for 0.04% of the portfolio, ranked #336.

Pathstone Holdings first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $49.7M in Q1 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pathstone Holdings held 78,660 shares of Salesforce worth $12.4M as of Q2 2026.
  • Pathstone Holdings sold 21,403 Salesforce shares in Q2 2026, an estimated $3.76M.
  • Salesforce made up 0.04% of Pathstone Holdings's portfolio in Q2 2026, its #336 holding.
  • Pathstone Holdings first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Salesforce position peaked at $49.7M in Q1 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.