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Barnes Pettey Financial Advisors’s Salesforce CRM Stock Holding History

Barnes Pettey Financial 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
2026
Q2 		$221K Sell
1,410
-75
-5% -$13.2K 0.07% 163
2026
Q1 		$277K Sell
1,485
-285
-16% -$59K 0.12% 130
2025
Q4 		$469K Buy
1,770
+75
+4% +$18.6K 0.23% 83
2025
Q3 		$402K Buy
1,695
+5
+0.3% +$1.26K 0.22% 81
2025
Q2 		$461K Hold
1,690
– – 0.31% 58
2025
Q1 		$454K Sell
1,690
-20
-1% -$6.22K 0.35% 55
2024
Q4 		$572K Hold
1,710
– – 0.44% 46
2024
Q3 		$468K Sell
1,710
-109
-6% -$27.9K 0.37% 51
2024
Q2 		$468K Hold
1,819
– – 0.4% 48
2024
Q1 		$548K Sell
1,819
-65
-3% -$18.8K 0.47% 41
2023
Q4 		$496K Hold
1,884
– – 0.4% 54
2023
Q3 		$382K Sell
1,884
-500
-21% -$108K 0.35% 59
2023
Q2 		$504K Sell
2,384
-400
-14% -$81.7K 0.44% 53
2023
Q1 		$556K Sell
2,784
-53
-2% -$8.95K 0.53% 45
2022
Q4 		$376K Buy
2,837
+268
+10% +$39.1K 0.39% 60
2022
Q3 		$370K Sell
2,569
-19
-0.7% -$3.22K 0.51% 53
2022
Q2 		$427K Buy
2,588
+141
+6% +$24.9K 0.55% 50
2022
Q1 		$520K Hold
2,447
– – 0.63% 43
2021
Q4 		$622K Buy
+2,447
New +$688K 0.72% 38

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Barnes Pettey Financial Advisors's CRM Position: Q2 2026 in Review

Barnes Pettey Financial Advisors reduced its Salesforce (CRM) stake by 5.1% in Q2 2026, selling an estimated $13.2K and leaving 1,410 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #163.

Barnes Pettey Financial Advisors first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $622K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Barnes Pettey Financial Advisors held 1,410 shares of Salesforce worth $221K as of Q2 2026.
  • Barnes Pettey Financial Advisors sold 75 Salesforce shares in Q2 2026, an estimated $13.2K.
  • Salesforce made up 0.07% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #163 holding.
  • Barnes Pettey Financial Advisors first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Barnes Pettey Financial Advisors's Salesforce position peaked at $622K in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.