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C.T. Fitzpatrick’s Salesforce CRM Stock Holding History

C.T. Fitzpatrick’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 		$25.7M Sell
164,013
-32,790
-17% -$5.77M 0.78% 22
2026
Q1 		$36.7M Sell
196,803
-1,353,068
-87% -$280M 0.97% 21
2025
Q4 		$411M Sell
1,549,871
-14,486
-0.9% -$3.6M 7.42% 3
2025
Q3 		$371M Buy
1,564,357
+496,033
+46% +$125M 6.73% 5
2025
Q2 		$300M Buy
1,068,324
+344,762
+48% +$92.2M 5.29% 8
2025
Q1 		$194M Sell
723,562
-26,004
-3% -$8.09M 3.65% 11
2024
Q4 		$251M Sell
749,566
-638,648
-46% -$204M 4.19% 12
2024
Q3 		$380M Sell
1,388,214
-87,897
-6% -$22.5M 6.37% 3
2024
Q2 		$379M Buy
1,476,111
+637,710
+76% +$171M 5.79% 3
2024
Q1 		$253M Sell
838,401
-759,319
-48% -$219M 3.67% 10
2023
Q4 		$420M Sell
1,597,720
-237,177
-13% -$53.7M 6.17% 3
2023
Q3 		$372M Sell
1,834,897
-273,116
-13% -$59M 5.67% 5
2023
Q2 		$445M Sell
2,108,013
-325,962
-13% -$66.5M 5.59% 6
2023
Q1 		$486M Sell
2,433,975
-317,275
-12% -$53.6M 6.15% 4
2022
Q4 		$365M Sell
2,751,250
-449,651
-14% -$65.6M 4.9% 8
2022
Q3 		$460M Sell
3,200,901
-111,435
-3% -$18.9M 5.39% 6
2022
Q2 		$547M Sell
3,312,336
-503,058
-13% -$88.9M 5.35% 5
2022
Q1 		$810M Buy
3,815,394
+5,590
+0.1% +$1.2M 4.97% 4
2021
Q4 		$968M Sell
3,809,804
-161,806
-4% -$45.5M 4.95% 5
2021
Q3 		$1.08B Sell
3,971,610
-107,186
-3% -$27.2M 5.79% 6
2021
Q2 		$996M Sell
4,078,796
-143,588
-3% -$33.1M 5.4% 5
2021
Q1 		$895M Buy
4,222,384
+1,107,432
+36% +$247M 5.28% 6
2020
Q4 		$693M Buy
3,114,952
+1,322,274
+74% +$322M 4.48% 10
2020
Q3 		$451M Sell
1,792,678
-113,977
-6% -$24.9M 3.5% 16
2020
Q2 		$357M Buy
+1,906,655
New +$321M 2.81% 17

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

C.T. Fitzpatrick's CRM Position: Q2 2026 in Review

C.T. Fitzpatrick reduced its Salesforce (CRM) stake by 17% in Q2 2026, selling an estimated $5.77M and leaving 164,013 shares worth $25.7M. The position accounts for 0.78% of the portfolio, ranked #22.

C.T. Fitzpatrick first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.08B in Q3 2021. 2,469 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • C.T. Fitzpatrick held 164,013 shares of Salesforce worth $25.7M as of Q2 2026.
  • C.T. Fitzpatrick sold 32,790 Salesforce shares in Q2 2026, an estimated $5.77M.
  • Salesforce made up 0.78% of C.T. Fitzpatrick's portfolio in Q2 2026, its #22 holding.
  • C.T. Fitzpatrick first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • C.T. Fitzpatrick's Salesforce position peaked at $1.08B in Q3 2021.
  • 2,469 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Vulcan Value Partners's 13F filing for Q2 2026, filed 10 Aug 2026.