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Carmignac Gestion’s Salesforce CRM Stock Holding History

Carmignac Gestion’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
Q1 		$182M Sell
974,129
-34,022
-3% -$7.05M 2.79% 12
2025
Q4 		$267M Buy
1,008,151
+513,704
+104% +$128M 3.61% 9
2025
Q3 		$117M Buy
494,447
+256,397
+108% +$64.7M 1.75% 21
2025
Q2 		$64.9M Buy
238,050
+229,258
+2,608% +$61.3M 1% 28
2025
Q1 		$2.36M Buy
8,792
+4,107
+88% +$1.28M 0.04% 101
2024
Q4 		$1.57M Sell
4,685
-7,527
-62% -$2.4M 0.03% 110
2024
Q3 		$3.35M Buy
12,212
+58
+0.5% +$14.9K 0.06% 98
2024
Q2 		$3.12M Sell
12,154
-278,849
-96% -$74.6M 0.05% 95
2024
Q1 		$87.6M Buy
291,003
+23,999
+9% +$6.92M 1.39% 19
2023
Q4 		$70.3M Sell
267,004
-15,873
-6% -$3.59M 1.18% 25
2023
Q3 		$57.4M Buy
282,877
+29,387
+12% +$6.35M 1.05% 26
2023
Q2 		$53.6M Sell
253,490
-485,203
-66% -$99M 0.92% 32
2023
Q1 		$148M Buy
738,693
+721,045
+4,086% +$122M 2.46% 15
2022
Q4 		$2.34M Sell
17,648
-486,835
-97% -$71M 0.04% 90
2022
Q3 		$72.6M Sell
504,483
-131,631
-21% -$22.3M 1.56% 22
2022
Q2 		$105M Sell
636,114
-765,725
-55% -$135M 2.22% 18
2022
Q1 		$298M Buy
1,401,839
+148,278
+12% +$31.9M 4.81% 7
2021
Q4 		$319M Sell
1,253,561
-665,223
-35% -$187M 4.46% 7
2021
Q3 		$520M Buy
1,918,784
+175,023
+10% +$44.4M 6.5% 2
2021
Q2 		$426M Buy
1,743,761
+687,452
+65% +$158M 4.94% 4
2021
Q1 		$224M Buy
1,056,309
+4,924
+0.5% +$1.1M 2.57% 11
2020
Q4 		$234M Sell
1,051,385
-135,455
-11% -$32.9M 2.45% 9
2020
Q3 		$298M Sell
1,186,840
-57,535
-5% -$12.6M 3.53% 6
2020
Q2 		$233M Buy
1,244,375
+269,826
+28% +$45.5M 3.22% 7
2020
Q1 		$140M Sell
974,549
-657,194
-40% -$113M 2.4% 15
2019
Q4 		$265M Buy
1,631,743
+902,912
+124% +$142M 3.55% 8
2019
Q3 		$108M Buy
+728,831
New +$111M 1.36% 32

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Carmignac Gestion's CRM Position: Q1 2026 in Review

Carmignac Gestion reduced its Salesforce (CRM) stake by 3.4% in Q1 2026, selling an estimated $7.05M and leaving 974,129 shares worth $182M. The position accounts for 2.79% of the portfolio, ranked #12.

Carmignac Gestion first reported a position in CRM in Q3 2019 and has held it in 27 quarters since. The position peaked at $520M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Carmignac Gestion held 974,129 shares of Salesforce worth $182M as of Q1 2026.
  • Carmignac Gestion sold 34,022 Salesforce shares in Q1 2026, an estimated $7.05M.
  • Salesforce made up 2.79% of Carmignac Gestion's portfolio in Q1 2026, its #12 holding.
  • Carmignac Gestion first reported a position in Salesforce in Q3 2019 and has held it in 27 quarters since.
  • Carmignac Gestion's Salesforce position peaked at $520M in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Carmignac Gestion's 13F filing for Q1 2026, filed 15 Jun 2026.