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DB Fitzpatrick & Co’s Salesforce CRM Stock Holding History

DB Fitzpatrick & Co’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 		$939K Sell
5,996
-2,334
-28% -$410K 0.76% 40
2026
Q1 		$1.55M Buy
8,330
+2,864
+52% +$593K 1.33% 18
2025
Q4 		$1.45M Sell
5,466
-50
-0.9% -$12.4K 1.29% 23
2025
Q3 		$1.31M Buy
5,516
+2,286
+71% +$577K 1.18% 28
2025
Q2 		$881K Buy
3,230
+69
+2% +$18.4K 0.78% 43
2025
Q1 		$848K Sell
3,161
-369
-10% -$115K 0.81% 42
2024
Q4 		$1.18M Sell
3,530
-1,548
-30% -$494K 1.08% 32
2024
Q3 		$1.39M Sell
5,078
-15
-0.3% -$3.84K 1.22% 30
2024
Q2 		$1.31M Buy
5,093
+1,209
+31% +$324K 1.21% 28
2024
Q1 		$1.17M Sell
3,884
-1,125
-22% -$325K 1.07% 33
2023
Q4 		$1.32M Buy
5,009
+11
+0.2% +$2.49K 1.26% 27
2023
Q3 		$1.01M Sell
4,998
-2,821
-36% -$610K 1.08% 36
2023
Q2 		$1.65M Sell
7,819
-1,704
-18% -$348K 1.74% 9
2023
Q1 		$1.9M Buy
9,523
+4,588
+93% +$775K 2.06% 6
2022
Q4 		$654K Sell
4,935
-1,488
-23% -$217K 0.75% 44
2022
Q3 		$924K Buy
6,423
+331
+5% +$56.1K 1.12% 32
2022
Q2 		$1M Buy
6,092
+902
+17% +$159K 1.11% 32
2022
Q1 		$1.1M Buy
5,190
+97
+2% +$20.9K 1.1% 31
2021
Q4 		$1.29M Buy
+5,093
New +$1.43M 1.21% 27

Other funds holding CRM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

DB Fitzpatrick & Co's CRM Position: Q2 2026 in Review

DB Fitzpatrick & Co reduced its Salesforce (CRM) stake by 28% in Q2 2026, selling an estimated $410K and leaving 5,996 shares worth $939K. The position accounts for 0.76% of the portfolio, ranked #40.

DB Fitzpatrick & Co first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.9M in Q1 2023. 991 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • DB Fitzpatrick & Co held 5,996 shares of Salesforce worth $939K as of Q2 2026.
  • DB Fitzpatrick & Co sold 2,334 Salesforce shares in Q2 2026, an estimated $410K.
  • Salesforce made up 0.76% of DB Fitzpatrick & Co's portfolio in Q2 2026, its #40 holding.
  • DB Fitzpatrick & Co first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • DB Fitzpatrick & Co's Salesforce position peaked at $1.9M in Q1 2023.
  • 991 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q2 2026, filed 15 Jul 2026.