Darlington Partners Capital Management’s Salesforce CRM Stock Holding History

Darlington Partners Capital 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	$292M	Buy	1,561,852 +310,000	+25%	+$64.2M	13.1%	2
2025 Q4	$332M	Hold	1,251,852	–	–	13.27%	2
2025 Q3	$297M	Buy	1,251,852 +225,000	+22%	+$56.7M	10.01%	3
2025 Q2	$280M	Hold	1,026,852	–	–	8.91%	5
2025 Q1	$276M	Hold	1,026,852	–	–	9.21%	5
2024 Q4	$343M	Hold	1,026,852	–	–	12.83%	2
2024 Q3	$281M	Sell	1,026,852 -32,003	-3%	-$8.2M	11.38%	2
2024 Q2	$272M	Buy	1,058,855 +334,198	+46%	+$89.4M	13.38%	2
2024 Q1	$218M	Hold	724,657	–	–	12.53%	2
2023 Q4	$191M	Sell	724,657 -23,368	-3%	-$5.29M	10.96%	3
2023 Q3	$152M	Buy	748,025 +17,597	+2%	+$3.8M	9.34%	6
2023 Q2	$154M	Buy	730,428 +42,175	+6%	+$8.61M	10.58%	6
2023 Q1	$137M	Buy	+688,253	New	+$116M	10.33%	4
2022 Q2	–	Sell	-688,253	Closed	-$137M	–	34
2022 Q1	$137M	Buy	+688,253	New	+$148M	10.33%	4

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

Darlington Partners Capital Management's CRM Position: Q1 2026 in Review

Darlington Partners Capital Management increased its Salesforce (CRM) stake by 25% in Q1 2026, buying an estimated $64.2M and bringing the position to 1,561,852 shares worth $292M. The position accounts for 13.1% of the portfolio, ranked #2.

Darlington Partners Capital Management first reported a position in CRM in Q1 2022 and has held it in 14 quarters since. The position peaked at $343M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Darlington Partners Capital Management held 1,561,852 shares of Salesforce worth $292M as of Q1 2026.
Darlington Partners Capital Management bought 310,000 Salesforce shares in Q1 2026, an estimated $64.2M.
Salesforce made up 13.1% of Darlington Partners Capital Management's portfolio in Q1 2026, its #2 holding.
Darlington Partners Capital Management first reported a position in Salesforce in Q1 2022 and has held it in 14 quarters since.
Darlington Partners Capital Management's Salesforce position peaked at $343M in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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