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 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 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

Patrick M. Sweeney & Associates's CRM Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Salesforce (CRM) stake by 1.8% in Q1 2026, buying an estimated $6.22K and bringing the position to 1,698 shares worth $317K. The position accounts for 0.2% of the portfolio, ranked #122.

Patrick M. Sweeney & Associates first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $442K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Patrick M. Sweeney & Associates held 1,698 shares of Salesforce worth $317K as of Q1 2026.
Patrick M. Sweeney & Associates bought 30 Salesforce shares in Q1 2026, an estimated $6.22K.
Salesforce made up 0.2% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #122 holding.
Patrick M. Sweeney & Associates first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Salesforce position peaked at $442K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.