Antipodes Partners’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$78.8M Buy
502,872
+43,826
+10% +$7.71M 1.44% 31
2026
Q1
$85.7M Buy
459,046
+114,010
+33% +$23.6M 1.65% 28
2025
Q4
$91.4M Buy
345,036
+219,597
+175% +$54.6M 1.92% 20
2025
Q3
$29.7M Sell
125,439
-35,473
-22% -$8.95M 0.67% 43
2025
Q2
$43.9M Buy
160,912
+75,859
+89% +$20.3M 1.36% 24
2025
Q1
$22.8M Sell
85,053
-44,274
-34% -$13.8M 0.71% 33
2024
Q4
$43.2M Buy
+129,327
New +$41.3M 1.5% 25

Other funds holding CRM

Antipodes Partners's CRM Position: Q2 2026 in Review

Antipodes Partners increased its Salesforce (CRM) stake by 9.5% in Q2 2026, buying an estimated $7.71M and bringing the position to 502,872 shares worth $78.8M. The position accounts for 1.44% of the portfolio, ranked #31.

Antipodes Partners first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $91.4M in Q4 2025. 2,467 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Antipodes Partners held 502,872 shares of Salesforce worth $78.8M as of Q2 2026.
  • Antipodes Partners bought 43,826 Salesforce shares in Q2 2026, an estimated $7.71M.
  • Salesforce made up 1.44% of Antipodes Partners's portfolio in Q2 2026, its #31 holding.
  • Antipodes Partners first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Antipodes Partners's Salesforce position peaked at $91.4M in Q4 2025.
  • 2,467 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Antipodes Partners's 13F filing for Q2 2026, filed 6 Aug 2026.