Diamond Hill Capital Management
CRM icon

Diamond Hill Capital Management’s Salesforce CRM Stock Holding History

Diamond Hill 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
Q2 		$220M Sell
1,405,920
-392,172
-22% -$69M 1.76% 15
2026
Q1 		$336M Buy
1,798,092
+267,343
+17% +$55.4M 2.1% 13
2025
Q4 		$406M Sell
1,530,749
-121,819
-7% -$30.3M 2.08% 10
2025
Q3 		$392M Buy
1,652,568
+155,056
+10% +$39.1M 1.86% 15
2025
Q2 		$408M Buy
1,497,512
+211,554
+16% +$56.6M 1.88% 17
2025
Q1 		$345M Buy
+1,285,958
New +$400M 1.58% 24

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Diamond Hill Capital Management's CRM Position: Q2 2026 in Review

Diamond Hill Capital Management reduced its Salesforce (CRM) stake by 22% in Q2 2026, selling an estimated $69M and leaving 1,405,920 shares worth $220M. The position accounts for 1.76% of the portfolio, ranked #15.

Diamond Hill Capital Management first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $408M in Q2 2025. 2,466 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Diamond Hill Capital Management held 1,405,920 shares of Salesforce worth $220M as of Q2 2026.
  • Diamond Hill Capital Management sold 392,172 Salesforce shares in Q2 2026, an estimated $69M.
  • Salesforce made up 1.76% of Diamond Hill Capital Management's portfolio in Q2 2026, its #15 holding.
  • Diamond Hill Capital Management first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • Diamond Hill Capital Management's Salesforce position peaked at $408M in Q2 2025.
  • 2,466 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Diamond Hill Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.