McAlister Sweet & Associates’s Salesforce CRM Stock Holding History

McAlister Sweet & Associates’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 Q1	–	Sell	-791	Closed	-$210K	–	33
2025 Q4	$210K	Buy	+791	New	+$197K	0.16%	25
2025 Q3	–	Sell	-917	Closed	-$250K	–	26
2025 Q2	$250K	Sell	917 -113	-11%	-$30.2K	0.22%	27
2025 Q1	$276K	Hold	1,030	–	–	0.21%	23
2024 Q4	$344K	Hold	1,030	–	–	0.25%	17
2024 Q3	$282K	Sell	1,030 -150	-13%	-$38.4K	0.23%	26
2024 Q2	$303K	Sell	1,180 -157	-12%	-$42K	0.22%	26
2024 Q1	$403K	Hold	1,337	–	–	0.32%	23
2023 Q4	$352K	Buy	+1,337	New	+$303K	0.33%	24
2023 Q3	–	Sell	-1,101	Closed	-$233K	–	34
2023 Q2	$233K	Hold	1,101	–	–	0.2%	29
2023 Q1	$220K	Buy	+1,101	New	+$186K	0.24%	23
2022 Q3	–	Sell	-1,380	Closed	-$228K	–	27
2022 Q2	$228K	Buy	+1,380	New	+$244K	0.23%	33

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

McAlister Sweet & Associates's CRM Position: Q1 2026 in Review

McAlister Sweet & Associates sold out of Salesforce (CRM) in Q1 2026, closing a stake of 791 shares — an estimated $210K sold.

McAlister Sweet & Associates first reported a position in CRM in Q2 2022 and held it in 11 quarters. The position peaked at $403K in Q1 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

McAlister Sweet & Associates reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
McAlister Sweet & Associates sold 791 Salesforce shares in Q1 2026, an estimated $210K.
McAlister Sweet & Associates first reported a position in Salesforce in Q2 2022 and held it in 11 quarters.
McAlister Sweet & Associates's Salesforce position peaked at $403K in Q1 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on McAlister Sweet & Associates's 13F filing for Q1 2026, filed 2 Apr 2026.