Discovery Capital Management’s Salesforce CRM Stock Holding History

Discovery 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	$11.3M	Buy	71,900 +22,400	+45%	+$3.94M	0.47%	47
2026 Q1	$9.24M	Buy	+49,500	New	+$10.3M	0.48%	48
2023 Q2	–	Sell	-26,200	Closed	-$5.23M	–	69
2023 Q1	$5.23M	Buy	+26,200	New	+$4.43M	0.6%	35
2017 Q2	–	Sell	-1,809,620	Closed	-$149M	–	56
2017 Q1	$149M	Buy	1,809,620 +1,312,700	+264%	+$105M	2.78%	7
2016 Q4	$34M	Buy	+496,920	New	+$36.1M	0.57%	58

Other funds holding CRM

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Discovery Capital Management's CRM Position: Q2 2026 in Review

Discovery Capital Management increased its Salesforce (CRM) stake by 45% in Q2 2026, buying an estimated $3.94M and bringing the position to 71,900 shares worth $11.3M. The position accounts for 0.47% of the portfolio, ranked #47.

Discovery Capital Management first reported a position in CRM in Q4 2016 and has held it in 5 quarters since. The position peaked at $149M in Q1 2017. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Discovery Capital Management held 71,900 shares of Salesforce worth $11.3M as of Q2 2026.
Discovery Capital Management bought 22,400 Salesforce shares in Q2 2026, an estimated $3.94M.
Salesforce made up 0.47% of Discovery Capital Management's portfolio in Q2 2026, its #47 holding.
Discovery Capital Management first reported a position in Salesforce in Q4 2016 and has held it in 5 quarters since.
Discovery Capital Management's Salesforce position peaked at $149M in Q1 2017.
2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.