FCM
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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
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 $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

Fernbridge Capital Management's CRM Position: Q1 2026 in Review

Fernbridge Capital Management increased its Salesforce (CRM) stake by 9.7% in Q1 2026, buying an estimated $35.3M and bringing the position to 1,929,462 shares worth $360M. The position accounts for 23.08% of the portfolio, ranked #1.

Fernbridge Capital Management first reported a position in CRM in Q1 2022 and has held it in 17 quarters since. The position peaked at $466M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Fernbridge Capital Management held 1,929,462 shares of Salesforce worth $360M as of Q1 2026.
  • Fernbridge Capital Management bought 170,353 Salesforce shares in Q1 2026, an estimated $35.3M.
  • Salesforce made up 23.08% of Fernbridge Capital Management's portfolio in Q1 2026, its #1 holding.
  • Fernbridge Capital Management first reported a position in Salesforce in Q1 2022 and has held it in 17 quarters since.
  • Fernbridge Capital Management's Salesforce position peaked at $466M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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