FCM
CRM icon

Fernbridge Capital Management’s Salesforce CRM Stock Holding History

Fernbridge 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 		$302M Sell
1,928,571
-891
-0% -$157K 22.11% 1
2026
Q1 		$360M Buy
1,929,462
+170,353
+10% +$35.3M 23.08% 1
2025
Q4 		$466M Hold
1,759,109
– – 22.89% 1
2025
Q3 		$417M Buy
1,759,109
+322,249
+22% +$81.3M 20.32% 1
2025
Q2 		$392M Buy
1,436,860
+709,001
+97% +$190M 18.66% 1
2025
Q1 		$195M Buy
727,859
+196,780
+37% +$61.2M 10.83% 3
2024
Q4 		$178M Sell
531,079
-541,343
-50% -$173M 9.31% 4
2024
Q3 		$294M Buy
1,072,422
+172,534
+19% +$44.2M 18.01% 1
2024
Q2 		$231M Buy
899,888
+503,231
+127% +$135M 15.38% 1
2024
Q1 		$119M Sell
396,657
-220,561
-36% -$63.6M 9.17% 3
2023
Q4 		$162M Sell
617,218
-161,288
-21% -$36.5M 13.76% 1
2023
Q3 		$158M Buy
778,506
+190,954
+32% +$41.3M 15.24% 1
2023
Q2 		$124M Sell
587,552
-22,073
-4% -$4.51M 12.29% 2
2023
Q1 		$122M Sell
609,625
-145,981
-19% -$24.7M 13.72% 2
2022
Q4 		$100M Buy
755,606
+331,088
+78% +$48.3M 14.4% 1
2022
Q3 		$61.1M Buy
424,518
+206,850
+95% +$35.1M 8.37% 4
2022
Q2 		$35.9M Sell
217,668
-32,095
-13% -$5.67M 5.18% 9
2022
Q1 		$53M Buy
+249,763
New +$53.8M 5.47% 6

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

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

Fernbridge Capital Management reduced its Salesforce (CRM) stake by 0.05% in Q2 2026, selling an estimated $157K and leaving 1,928,571 shares worth $302M. The position accounts for 22.11% of the portfolio, ranked #1.

Fernbridge Capital Management first reported a position in CRM in Q1 2022 and has held it in 18 quarters since. The position peaked at $466M in Q4 2025. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Fernbridge Capital Management held 1,928,571 shares of Salesforce worth $302M as of Q2 2026.
  • Fernbridge Capital Management sold 891 Salesforce shares in Q2 2026, an estimated $157K.
  • Salesforce made up 22.11% of Fernbridge Capital Management's portfolio in Q2 2026, its #1 holding.
  • Fernbridge Capital Management first reported a position in Salesforce in Q1 2022 and has held it in 18 quarters since.
  • Fernbridge Capital Management's Salesforce position peaked at $466M in Q4 2025.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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