Patton Fund Management’s Salesforce CRM Stock Holding History

Patton Fund Management’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	–	Sell	-1,393	Closed	-$260K	–	178
2026 Q1	$260K	Buy	+1,393	New	+$289K	0.04%	248
2025 Q3	–	Sell	-821	Closed	-$224K	–	466
2025 Q2	$224K	Buy	+821	New	+$219K	0.05%	358
2024 Q2	–	Sell	-19,731	Closed	-$5.94M	–	95
2024 Q1	$5.94M	Sell	19,731 -2,690	-12%	-$776K	1.08%	33
2023 Q4	$5.9M	Buy	22,421 +14,918	+199%	+$3.38M	1.31%	17
2023 Q3	$1.52M	Sell	7,503 -5,058	-40%	-$1.09M	0.41%	55
2023 Q2	$2.65M	Buy	+12,561	New	+$2.56M	0.78%	54
2020 Q4	–	Sell	-7,011	Closed	-$1.76M	–	79
2020 Q3	$1.76M	Buy	+7,011	New	+$1.53M	0.95%	33
2020 Q2	–	Sell	-8,129	Closed	-$1.17M	–	79
2020 Q1	$1.17M	Sell	8,129 -3,521	-30%	-$604K	0.72%	44
2019 Q4	$1.9M	Sell	11,650 -36	-0.3%	-$5.64K	0.66%	71
2019 Q3	$1.74M	Sell	11,686 -2,575	-18%	-$391K	0.69%	71
2019 Q2	$2.16M	Buy	+14,261	New	+$2.23M	0.86%	47

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Patton Fund Management's CRM Position: Q2 2026 in Review

Patton Fund Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,393 shares — an estimated $260K sold.

Patton Fund Management first reported a position in CRM in Q2 2019 and held it in 11 quarters. The position peaked at $5.94M in Q1 2024. 529 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Patton Fund Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 1,393 Salesforce shares in Q2 2026, an estimated $260K.
Patton Fund Management first reported a position in Salesforce in Q2 2019 and held it in 11 quarters.
Patton Fund Management's Salesforce position peaked at $5.94M in Q1 2024.
529 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.