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Distillate Capital Partners’s Salesforce CRM Stock Holding History

Distillate Capital Partners’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 		$40.1M Buy
214,724
+76,666
+56% +$15.9M 2.11% 3
2025
Q4 		$36.6M Sell
138,058
-2,903
-2% -$721K 1.88% 7
2025
Q3 		$33.4M Buy
140,961
+37,221
+36% +$9.39M 1.73% 8
2025
Q2 		$28.3M Buy
+103,740
New +$27.7M 1.52% 12
2024
Q4 		– Sell
-132,242
Closed -$36.2M – 125
2024
Q3 		$36.2M Buy
132,242
+1,331
+1% +$341K 1.81% 23
2024
Q2 		$33.7M Buy
+130,911
New +$35M 1.78% 9

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Distillate Capital Partners's CRM Position: Q1 2026 in Review

Distillate Capital Partners increased its Salesforce (CRM) stake by 56% in Q1 2026, buying an estimated $15.9M and bringing the position to 214,724 shares worth $40.1M. The position accounts for 2.11% of the portfolio, ranked #3.

Distillate Capital Partners first reported a position in CRM in Q2 2024 and has held it in 6 quarters since. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Distillate Capital Partners held 214,724 shares of Salesforce worth $40.1M as of Q1 2026.
  • Distillate Capital Partners bought 76,666 Salesforce shares in Q1 2026, an estimated $15.9M.
  • Salesforce made up 2.11% of Distillate Capital Partners's portfolio in Q1 2026, its #3 holding.
  • Distillate Capital Partners first reported a position in Salesforce in Q2 2024 and has held it in 6 quarters since.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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