DCM
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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
2017
Q2 		– Sell
-1,000,000
Closed -$82.5M – 55
2017
Q1 		$82.5M Buy
+1,000,000
New +$79.9M 1.54% 26

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

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. 2,484 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.
  • 2,484 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.