Davis Selected Advisers’s Salesforce CRM Stock Holding History

Davis Selected Advisers’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 Q3	$4.17M	Buy	+18,174	New	+$3.75M	0.02%	101
2016 Q1	–	Sell	-107,800	Closed	-$8.45M	–	166
2015 Q4	$8.45M	Sell	107,800 -14,062	-12%	-$1.1M	0.04%	134
2015 Q3	$8.46M	Sell	121,862 -3,920	-3%	-$278K	0.04%	129
2015 Q2	$8.76M	Sell	125,782 -13,752	-10%	-$979K	0.03%	134
2015 Q1	$9.32M	Sell	139,534 -127	-0.1%	-$7.88K	0.03%	130
2014 Q4	$8.28M	Sell	139,661 -2,086	-1%	-$123K	0.03%	134
2014 Q3	$8.15M	Buy	141,747 +5,520	+4%	+$311K	0.03%	134
2014 Q2	$7.91M	Buy	136,227 +12,396	+10%	+$670K	0.02%	141
2014 Q1	$7.07M	Buy	123,831 +4,688	+4%	+$280K	0.02%	139
2013 Q4	$6.58M	Buy	119,143 +2,231	+2%	+$119K	0.02%	145
2013 Q3	$6.07M	Buy	+116,912	New	+$5.31M	0.02%	147

Other funds holding CRM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Davis Selected Advisers's CRM Position: Q3 2026 in Review

Davis Selected Advisers opened a new position in Salesforce (CRM) in Q3 2026: 18,174 shares worth $4.17M. The stake represents 0.02% of the portfolio and ranks #101 among its holdings. This is a return to the name: Davis Selected Advisers previously reported a position in CRM as recently as Q4 2015.

Davis Selected Advisers first reported a position in CRM in Q3 2013 and has held it in 11 quarters since. The position peaked at $9.32M in Q1 2015. 1,859 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Davis Selected Advisers held 18,174 shares of Salesforce worth $4.17M as of Q3 2026.
Salesforce was a new Davis Selected Advisers position in Q3 2026.
Salesforce made up 0.02% of Davis Selected Advisers's portfolio in Q3 2026, its #101 holding.
Davis Selected Advisers first reported a position in Salesforce in Q3 2013 and has held it in 11 quarters since.
Davis Selected Advisers's Salesforce position peaked at $9.32M in Q1 2015.
1,859 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Davis Selected Advisers's 13F filing for Q3 2026, filed 10 Nov 2026.