ClearBridge Investments’s Salesforce CRM Stock Holding History

ClearBridge Investments’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	–	Sell	-2,045,223	Closed	-$542M	–	703
2025 Q4	$542M	Buy	2,045,223 +176,806	+9%	+$43.9M	0.43%	56
2025 Q3	$443M	Sell	1,868,417 -1,023,080	-35%	-$258M	0.33%	78
2025 Q2	$788M	Sell	2,891,497 -463,024	-14%	-$124M	0.64%	34
2025 Q1	$900M	Sell	3,354,521 -136,427	-4%	-$42.4M	0.79%	19
2024 Q4	$1.17B	Buy	3,490,948 +10,084	+0.3%	+$3.22M	0.95%	13
2024 Q3	$953M	Buy	3,480,864 +51,930	+2%	+$13.3M	0.75%	29
2024 Q2	$882M	Buy	3,428,934 +292,912	+9%	+$78.4M	0.72%	28
2024 Q1	$945M	Buy	3,136,022 +15,895	+0.5%	+$4.59M	0.75%	24
2023 Q4	$821M	Sell	3,120,127 -447,405	-13%	-$101M	0.71%	26
2023 Q3	$723M	Sell	3,567,532 -60,280	-2%	-$13M	0.7%	32
2023 Q2	$766M	Sell	3,627,812 -185,851	-5%	-$37.9M	0.69%	32
2023 Q1	$762M	Sell	3,813,663 -14,907	-0.4%	-$2.52M	0.73%	27
2022 Q4	$508M	Sell	3,828,570 -1,621,334	-30%	-$237M	0.5%	60
2022 Q3	$784M	Sell	5,449,904 -298,506	-5%	-$50.6M	0.79%	21
2022 Q2	$949M	Sell	5,748,410 -1,567,091	-21%	-$277M	0.88%	18
2022 Q1	$1.55B	Buy	7,315,501 +18,581	+0.3%	+$4M	1.17%	13
2021 Q4	$1.85B	Buy	7,296,920 +193,368	+3%	+$54.3M	1.26%	12
2021 Q3	$1.93B	Buy	7,103,552 +403,602	+6%	+$102M	1.37%	9
2021 Q2	$1.64B	Buy	6,699,950 +261,748	+4%	+$60.3M	1.14%	13
2021 Q1	$1.36B	Buy	6,438,202 +674,798	+12%	+$150M	1.02%	16
2020 Q4	$1.28B	Sell	5,763,404 -197,662	-3%	-$48.1M	0.99%	18
2020 Q3	$1.5B	Buy	5,961,066 +669,321	+13%	+$147M	1.29%	12
2020 Q2	$991M	Buy	5,291,745 +1,184,135	+29%	+$200M	0.9%	21
2020 Q1	$591M	Buy	4,107,610 +884,377	+27%	+$152M	0.64%	45
2019 Q4	$538M	Buy	3,223,233 +2,738,775	+565%	+$429M	0.45%	66
2019 Q3	$71.9M	Buy	484,458 +147,714	+44%	+$22.4M	0.06%	245
2019 Q2	$51.1M	Buy	336,744 +131,280	+64%	+$20.6M	0.04%	314
2019 Q1	$32.5M	Buy	205,464 +16,970	+9%	+$2.63M	0.03%	372
2018 Q4	$25.8M	Buy	188,494 +185,532	+6,264%	+$25.5M	0.03%	391
2018 Q3	$471K	Buy	2,962 +243	+9%	+$36.1K	﹤0.01%	761
2018 Q2	$371K	Buy	2,719 +267	+11%	+$34.1K	﹤0.01%	695
2018 Q1	$285K	Sell	2,452 -510	-17%	-$58.6K	﹤0.01%	723
2017 Q4	$303K	Sell	2,962 -1,438	-33%	-$147K	﹤0.01%	724
2017 Q3	$411K	Sell	4,400 -169	-4%	-$15.5K	﹤0.01%	699
2017 Q2	$396K	Buy	4,569 +4,421	+2,987%	+$385K	﹤0.01%	698
2017 Q1	$12K	Hold	148	–	–	﹤0.01%	1047
2016 Q4	$10K	Buy	+148	New	+$10.7K	﹤0.01%	1078
2016 Q3	–	Sell	-139	Closed	-$11K	–	1120
2016 Q2	$11K	Buy	139 +7	+5%	+$549	﹤0.01%	983
2016 Q1	$10K	Buy	132 +1	+0.8%	+$69	﹤0.01%	981
2015 Q4	$10K	Buy	+131	New	+$10.2K	﹤0.01%	1031
2015 Q3	–	Sell	-213	Closed	-$15K	–	1181
2015 Q2	$15K	Buy	213 +110	+107%	+$7.83K	﹤0.01%	1046
2015 Q1	$7K	Sell	103 -31,096	-100%	-$1.93M	﹤0.01%	1126
2014 Q4	$1.85M	Buy	31,199 +30,852	+8,891%	+$1.82M	﹤0.01%	714
2014 Q3	$20K	Buy	347 +26	+8%	+$1.46K	﹤0.01%	1058
2014 Q2	$19K	Buy	321 +21	+7%	+$1.13K	﹤0.01%	1080
2014 Q1	$17K	Hold	300	–	–	﹤0.01%	1040
2013 Q4	$17K	Buy	+300	New	+$16K	﹤0.01%	1016
2013 Q3	–	Sell	-152	Closed	-$6K	–	1096
2013 Q2	$6K	Buy	+152	New	+$6.27K	﹤0.01%	1042

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

ClearBridge Investments's CRM Position: Q1 2026 in Review

ClearBridge Investments sold out of Salesforce (CRM) in Q1 2026, closing a stake of 2,045,223 shares — an estimated $542M sold.

ClearBridge Investments first reported a position in CRM in Q2 2013 and held it in 48 quarters. The position peaked at $1.93B in Q3 2021. 2,681 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

ClearBridge Investments reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
ClearBridge Investments sold 2,045,223 Salesforce shares in Q1 2026, an estimated $542M.
ClearBridge Investments first reported a position in Salesforce in Q2 2013 and held it in 48 quarters.
ClearBridge Investments's Salesforce position peaked at $1.93B in Q3 2021.
2,681 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.