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Patron Partners’s Salesforce CRM Stock Holding History

Patron Partners’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 		$214K Sell
1,365
-55
-4% -$9.67K 0.08% 185
2026
Q1 		$265K Sell
1,420
-504
-26% -$104K 0.12% 158
2025
Q4 		$510K Sell
1,924
-159
-8% -$39.5K 0.23% 115
2025
Q3 		$494K Sell
2,083
-211
-9% -$53.2K 0.22% 114
2025
Q2 		$626K Buy
2,294
+99
+5% +$26.5K 0.31% 94
2025
Q1 		$589K Buy
2,195
+256
+13% +$79.6K 0.32% 95
2024
Q4 		$648K Buy
1,939
+146
+8% +$46.6K 0.35% 84
2024
Q3 		$491K Sell
1,793
-87
-5% -$22.3K 0.27% 100
2024
Q2 		$483K Buy
1,880
+11
+0.6% +$2.94K 0.28% 103
2024
Q1 		$563K Buy
1,869
+112
+6% +$32.3K 0.34% 89
2023
Q4 		$462K Sell
1,757
-80
-4% -$18.1K 0.31% 100
2023
Q3 		$373K Buy
1,837
+65
+4% +$14K 0.27% 104
2023
Q2 		$374K Buy
1,772
+15
+0.9% +$3.06K 0.26% 108
2023
Q1 		$351K Sell
1,757
-126
-7% -$21.3K 0.26% 110
2022
Q4 		$250K Sell
1,883
-126
-6% -$18.4K 0.19% 131
2022
Q3 		$289K Buy
2,009
+125
+7% +$21.2K 0.24% 115
2022
Q2 		$311K Sell
1,884
-33
-2% -$5.83K 0.25% 112
2022
Q1 		$407K Sell
1,917
-822
-30% -$177K 0.28% 101
2021
Q4 		$696K Buy
2,739
+30
+1% +$8.43K 0.46% 61
2021
Q3 		$734K Sell
2,709
-3
-0.1% -$762 0.54% 47
2021
Q2 		$662K Buy
2,712
+165
+6% +$38K 0.5% 54
2021
Q1 		$539K Buy
2,547
+357
+16% +$79.5K 0.46% 63
2020
Q4 		$487K Buy
+2,190
New +$533K 0.47% 59

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

Patron Partners's CRM Position: Q2 2026 in Review

Patron Partners reduced its Salesforce (CRM) stake by 3.9% in Q2 2026, selling an estimated $9.67K and leaving 1,365 shares worth $214K. The position accounts for 0.08% of the portfolio, ranked #185.

Patron Partners first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $734K in Q3 2021. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Patron Partners held 1,365 shares of Salesforce worth $214K as of Q2 2026.
  • Patron Partners sold 55 Salesforce shares in Q2 2026, an estimated $9.67K.
  • Salesforce made up 0.08% of Patron Partners's portfolio in Q2 2026, its #185 holding.
  • Patron Partners first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Patron Partners's Salesforce position peaked at $734K in Q3 2021.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Patron Partners's 13F filing for Q2 2026, filed 11 Aug 2026.