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Patrick M. Sweeney & Associates’s Salesforce CRM Stock Holding History

Patrick M. Sweeney & 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
Q2 		$281K Buy
1,793
+95
+6% +$16.7K 0.16% 138
2026
Q1 		$317K Buy
1,698
+30
+2% +$6.22K 0.2% 122
2025
Q4 		$442K Buy
1,668
+147
+10% +$36.5K 0.28% 85
2025
Q3 		$360K Sell
1,521
-24
-2% -$6.05K 0.23% 101
2025
Q2 		$421K Buy
1,545
+173
+13% +$46.3K 0.29% 85
2025
Q1 		$368K Buy
1,372
+50
+4% +$15.6K 0.28% 90
2024
Q4 		$442K Sell
1,322
-10
-0.8% -$3.19K 0.33% 79
2024
Q3 		$365K Buy
1,332
+198
+17% +$50.7K 0.27% 95
2024
Q2 		$290K Buy
1,134
+152
+15% +$40.7K 0.23% 107
2024
Q1 		$296K Buy
982
+101
+11% +$29.1K 0.24% 101
2023
Q4 		$232K Buy
+881
New +$199K 0.21% 106

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

Patrick M. Sweeney & Associates's CRM Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Salesforce (CRM) stake by 5.6% in Q2 2026, buying an estimated $16.7K and bringing the position to 1,793 shares worth $281K. The position accounts for 0.16% of the portfolio, ranked #138.

Patrick M. Sweeney & Associates first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $442K in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Patrick M. Sweeney & Associates held 1,793 shares of Salesforce worth $281K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 95 Salesforce shares in Q2 2026, an estimated $16.7K.
  • Salesforce made up 0.16% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #138 holding.
  • Patrick M. Sweeney & Associates first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Patrick M. Sweeney & Associates's Salesforce position peaked at $442K in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.