Patrick M. Sweeney & Associates
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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
Q3 		$398K Sell
1,735
-58
-3% -$12K 0.22% 110
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Patrick M. Sweeney & Associates's CRM Position: Q3 2026 in Review

Patrick M. Sweeney & Associates reduced its Salesforce (CRM) stake by 3.2% in Q3 2026, selling an estimated $12K and leaving 1,735 shares worth $398K. The position accounts for 0.22% of the portfolio, ranked #110.

Patrick M. Sweeney & Associates first reported a position in CRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $442K in Q4 2024. 1,614 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Patrick M. Sweeney & Associates held 1,735 shares of Salesforce worth $398K as of Q3 2026.
  • Patrick M. Sweeney & Associates sold 58 Salesforce shares in Q3 2026, an estimated $12K.
  • Salesforce made up 0.22% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #110 holding.
  • Patrick M. Sweeney & Associates first reported a position in Salesforce in Q4 2023 and has held it in 12 quarters since.
  • Patrick M. Sweeney & Associates's Salesforce position peaked at $442K in Q4 2024.
  • 1,614 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.