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Eminence Capital’s Salesforce CRM Stock Holding History

Eminence Capital’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 		– Sell
-1,042,521
Closed -$276M – 35
2025
Q4 		$276M Buy
1,042,521
+211,985
+26% +$52.7M 4.37% 8
2025
Q3 		$197M Buy
830,536
+43,888
+6% +$11.1M 2.39% 16
2025
Q2 		$215M Buy
786,648
+419,498
+114% +$112M 2.58% 10
2025
Q1 		$98.5M Sell
367,150
-8,573
-2% -$2.67M 1.65% 32
2024
Q4 		$126M Buy
375,723
+22,867
+6% +$7.3M 1.92% 25
2024
Q3 		$96.6M Sell
352,856
-191,836
-35% -$49.1M 1.36% 31
2024
Q2 		$140M Buy
544,692
+23,997
+5% +$6.42M 2.26% 20
2024
Q1 		$157M Buy
520,695
+31,295
+6% +$9.03M 2.22% 16
2023
Q4 		$129M Sell
489,400
-47,912
-9% -$10.8M 1.93% 20
2023
Q3 		$109M Sell
537,312
-36,340
-6% -$7.85M 2.15% 20
2023
Q2 		$121M Sell
573,652
-309,503
-35% -$63.2M 1.59% 17
2023
Q1 		$176M Sell
883,155
-230,832
-21% -$39M 2.51% 5
2022
Q4 		$148M Buy
1,113,987
+419,512
+60% +$61.2M 2.74% 5
2022
Q3 		$99.9M Sell
694,475
-43,319
-6% -$7.35M 2.09% 14
2022
Q2 		$122M Sell
737,794
-17,963
-2% -$3.17M 2.42% 7
2022
Q1 		$160M Sell
755,757
-68,935
-8% -$14.8M 1.82% 7
2021
Q4 		$210M Sell
824,692
-100,659
-11% -$28.3M 1.99% 6
2021
Q3 		$251M Sell
925,351
-85,348
-8% -$21.7M 3.39% 5
2021
Q2 		$247M Buy
+1,010,699
New +$233M 3.04% 5

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

Eminence Capital's CRM Position: Q1 2026 in Review

Eminence Capital sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,042,521 shares — an estimated $276M sold.

Eminence Capital first reported a position in CRM in Q2 2021 and held it in 19 quarters. The position peaked at $276M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Eminence Capital reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Eminence Capital sold 1,042,521 Salesforce shares in Q1 2026, an estimated $276M.
  • Eminence Capital first reported a position in Salesforce in Q2 2021 and held it in 19 quarters.
  • Eminence Capital's Salesforce position peaked at $276M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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