Corvex Management’s Salesforce CRM Stock Holding History

Corvex 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 Q1	$2.71M	Hold	14,500	–	–	0.11%	19
2025 Q4	$3.84M	Hold	14,500	–	–	0.12%	20
2025 Q3	$3.44M	Buy	+14,500	New	+$3.66M	0.11%	25
2025 Q1	–	Sell	-3,032	Closed	-$1.01M	–	37
2024 Q4	$1.01M	Hold	3,032	–	–	0.03%	36
2024 Q3	$830K	Hold	3,032	–	–	0.03%	28
2024 Q2	$780K	Hold	3,032	–	–	0.04%	31
2024 Q1	$913K	Hold	3,032	–	–	0.04%	33
2023 Q4	$798K	Hold	3,032	–	–	0.04%	28
2023 Q3	$615K	Hold	3,032	–	–	0.03%	31
2023 Q2	$641K	Sell	3,032 -20,400	-87%	-$4.16M	0.03%	31
2023 Q1	$4.68M	Sell	23,432 -12,336	-34%	-$2.08M	0.23%	27
2022 Q4	$4.74M	Sell	35,768 -565,599	-94%	-$82.5M	0.25%	20
2022 Q3	$86.5M	Buy	601,367 +504,367	+520%	+$85.5M	5.07%	8
2022 Q2	$16M	Buy	+97,000	New	+$17.1M	1.02%	22
2022 Q1	–	Sell	-262,772	Closed	-$66.8M	–	36
2021 Q4	$66.8M	Sell	262,772 -62,372	-19%	-$17.5M	2.63%	14
2021 Q3	$88.2M	Buy	325,144 +9,144	+3%	+$2.32M	2.73%	13
2021 Q2	$77.2M	Buy	+316,000	New	+$72.8M	2.58%	11
2020 Q2	–	Sell	-380,000	Closed	-$54.7M	–	30
2020 Q1	$54.7M	Buy	+380,000	New	+$65.2M	4.23%	8
2018 Q3	–	Sell	-260,500	Closed	-$35.5M	–	32
2018 Q2	$35.5M	Sell	260,500 -365,500	-58%	-$46.6M	1.71%	15
2018 Q1	$72.8M	Buy	+626,000	New	+$71.9M	3.29%	11
2017 Q2	–	Sell	-1,294,900	Closed	-$107M	–	40
2017 Q1	$107M	Sell	1,294,900 -2,159,083	-63%	-$172M	2.96%	13
2016 Q4	$236M	Buy	+3,453,983	New	+$251M	4.04%	6

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Corvex Management's CRM Position: Q1 2026 in Review

Corvex Management held its Salesforce (CRM) position steady in Q1 2026 at 14,500 shares worth $2.71M. The position accounts for 0.11% of the portfolio, ranked #19.

Corvex Management first reported a position in CRM in Q4 2016 and has held it in 22 quarters since. The position peaked at $236M in Q4 2016. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Corvex Management held 14,500 shares of Salesforce worth $2.71M as of Q1 2026.
Corvex Management left its Salesforce share count unchanged in Q1 2026.
Salesforce made up 0.11% of Corvex Management's portfolio in Q1 2026, its #19 holding.
Corvex Management first reported a position in Salesforce in Q4 2016 and has held it in 22 quarters since.
Corvex Management's Salesforce position peaked at $236M in Q4 2016.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Corvex Management's 13F filing for Q1 2026, filed 15 May 2026.