Fairview Capital Investment Management’s Salesforce CRM Stock Holding History

Fairview Capital Investment 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 Q1	$31.8M	Sell	170,371 -5,538	-3%	-$1.15M	1.73%	17
2025 Q4	$46.6M	Buy	175,909 +2,483	+1%	+$617K	2.39%	14
2025 Q3	$41.1M	Buy	173,426 +1,780	+1%	+$449K	2.09%	15
2025 Q2	$46.8M	Buy	171,646 +4,342	+3%	+$1.16M	2.42%	15
2025 Q1	$44.9M	Buy	167,304 +2,656	+2%	+$826K	2.38%	14
2024 Q4	$55M	Buy	164,648 +14,283	+9%	+$4.56M	2.85%	10
2024 Q3	$41.2M	Buy	150,365 +54,766	+57%	+$14M	2.23%	18
2024 Q2	$24.6M	Buy	95,599 +94,720	+10,776%	+$25.3M	1.38%	25
2024 Q1	$265K	Buy	+879	New	+$254K	0.01%	141

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fairview Capital Investment Management's CRM Position: Q1 2026 in Review

Fairview Capital Investment Management reduced its Salesforce (CRM) stake by 3.1% in Q1 2026, selling an estimated $1.15M and leaving 170,371 shares worth $31.8M. The position accounts for 1.73% of the portfolio, ranked #17.

Fairview Capital Investment Management first reported a position in CRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $55M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Fairview Capital Investment Management held 170,371 shares of Salesforce worth $31.8M as of Q1 2026.
Fairview Capital Investment Management sold 5,538 Salesforce shares in Q1 2026, an estimated $1.15M.
Salesforce made up 1.73% of Fairview Capital Investment Management's portfolio in Q1 2026, its #17 holding.
Fairview Capital Investment Management first reported a position in Salesforce in Q1 2024 and has held it in 9 quarters since.
Fairview Capital Investment Management's Salesforce position peaked at $55M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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