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
2025
Q3 		– Sell
-200
Closed -$1.1K – 2350
2025
Q2 		$1.1K Sell
200
-200
-50% -$53.5K ﹤0.01% 2187
2025
Q1 		$2.21K Buy
+400
New +$124K ﹤0.01% 2224

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pathstone Holdings's CRM Position: Q1 2026 in Review

Pathstone Holdings increased its Salesforce (CRM) stake by 6% in Q1 2026, buying an estimated $1.18M and bringing the position to 100,063 shares worth $18.7M. The position accounts for 0.07% of the portfolio, ranked #196.

Pathstone Holdings first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $49.7M in Q1 2025. 2,673 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Pathstone Holdings held 100,063 shares of Salesforce worth $18.7M as of Q1 2026.
  • Pathstone Holdings bought 5,698 Salesforce shares in Q1 2026, an estimated $1.18M.
  • Salesforce made up 0.07% of Pathstone Holdings's portfolio in Q1 2026, its #196 holding.
  • Pathstone Holdings first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Pathstone Holdings's Salesforce position peaked at $49.7M in Q1 2025.
  • 2,673 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.