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Sawyer & Company’s Salesforce CRM Stock Holding History

Sawyer & Company’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 		$3.01M Buy
19,189
+12
+0.1% +$2.11K 1.01% 31
2026
Q1 		$3.58M Sell
19,177
-99
-0.5% -$20.5K 1.38% 25
2025
Q4 		$5.11M Sell
19,276
-121
-0.6% -$30.1K 1.81% 13
2025
Q3 		$5.29M Buy
19,397
+208
+1% +$52.5K 2% 12
2025
Q2 		$3.01M Buy
19,189
+115
+0.6% +$30.7K 1.01% 31
2025
Q1 		$5.12M Sell
19,074
-151
-0.8% -$47K 2.07% 12
2024
Q4 		$6.43M Buy
19,225
+62
+0.3% +$19.8K 2.38% 9
2024
Q3 		$5.25M Buy
19,163
+348
+2% +$89.1K 1.94% 13
2024
Q2 		$4.84M Buy
18,815
+30
+0.2% +$8.03K 1.92% 13
2024
Q1 		$5.66M Sell
18,785
-232
-1% -$66.9K 2.26% 8
2023
Q4 		$5M Sell
19,017
-1,417
-7% -$321K 2.21% 10
2023
Q3 		$4.14M Sell
20,434
-86
-0.4% -$18.6K 1.93% 16
2023
Q2 		$4.33M Buy
20,520
+13
+0.1% +$2.65K 1.98% 12
2023
Q1 		$3.93M Sell
20,507
-69
-0.3% -$11.7K 2.11% 15
2022
Q4 		$2.73M Sell
20,576
-75
-0.4% -$10.9K 1.34% 27
2022
Q3 		$2.97M Buy
20,651
+10,931
+112% +$1.85M 1.62% 20
2022
Q2 		$1.6M Sell
9,720
-50
-0.5% -$8.84K 0.81% 43
2022
Q1 		$2.07M Buy
9,770
+115
+1% +$24.8K 0.93% 42
2021
Q4 		$2.45M Buy
9,655
+145
+2% +$40.7K 1.06% 36
2021
Q3 		$2.58M Buy
9,510
+280
+3% +$71.1K 1.22% 28
2021
Q2 		$2.25M Buy
9,230
+9,210
+46,050% +$2.12M 1.05% 36
2021
Q1 		$4K Buy
+20
New +$4.45K ﹤0.01% 157

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Sawyer & Company's CRM Position: Q2 2026 in Review

Sawyer & Company increased its Salesforce (CRM) stake by 0.06% in Q2 2026, buying an estimated $2.11K and bringing the position to 19,189 shares worth $3.01M. The position accounts for 1.01% of the portfolio, ranked #31.

Sawyer & Company first reported a position in CRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.43M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sawyer & Company held 19,189 shares of Salesforce worth $3.01M as of Q2 2026.
  • Sawyer & Company bought 12 Salesforce shares in Q2 2026, an estimated $2.11K.
  • Salesforce made up 1.01% of Sawyer & Company's portfolio in Q2 2026, its #31 holding.
  • Sawyer & Company first reported a position in Salesforce in Q1 2021 and has held it in 22 quarters since.
  • Sawyer & Company's Salesforce position peaked at $6.43M in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.