Generation Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,772,875
| Closed | -$735M | – | 31 |
|
|
2025
Q4 | $735M | Buy |
2,772,875
+953,647
| +52% | +$237M | 5.1% | 7 |
|
|
2025
Q3 | $431M | Buy |
+1,819,228
| New | +$459M | 2.86% | 14 |
|
|
2024
Q4 | – | Sell |
-1,421,407
| Closed | -$389M | – | 42 |
|
|
2024
Q3 | $389M | Sell |
1,421,407
-337,403
| -19% | -$86.4M | 1.82% | 22 |
|
|
2024
Q2 | $452M | Buy |
1,758,810
+355,492
| +25% | +$95.1M | 2.18% | 22 |
|
|
2024
Q1 | $423M | Sell |
1,403,318
-617,915
| -31% | -$178M | 1.93% | 24 |
|
|
2023
Q4 | $532M | Buy |
2,021,233
+279,634
| +16% | +$63.3M | 2.41% | 21 |
|
|
2023
Q3 | $353M | Sell |
1,741,599
-9,463
| -0.5% | -$2.04M | 1.86% | 23 |
|
|
2023
Q2 | $370M | Sell |
1,751,062
-620,991
| -26% | -$127M | 1.79% | 25 |
|
|
2023
Q1 | $474M | Sell |
2,372,053
-186,659
| -7% | -$31.5M | 2.52% | 20 |
|
|
2022
Q4 | $339M | Sell |
2,558,712
-714,031
| -22% | -$104M | 1.96% | 23 |
|
|
2022
Q3 | $471M | Sell |
3,272,743
-17,789
| -0.5% | -$3.02M | 2.79% | 15 |
|
|
2022
Q2 | $543M | Buy |
3,290,532
+1,487,215
| +82% | +$263M | 2.96% | 16 |
|
|
2022
Q1 | $383M | Buy |
1,803,317
+1,139,993
| +172% | +$245M | 1.75% | 26 |
|
|
2021
Q4 | $169M | Buy |
663,324
+13,405
| +2% | +$3.77M | 0.69% | 35 |
|
|
2021
Q3 | $176M | Sell |
649,919
-8,843
| -1% | -$2.25M | 0.73% | 35 |
|
|
2021
Q2 | $161M | Buy |
658,762
+980
| +0.1% | +$226K | 0.67% | 34 |
|
|
2021
Q1 | $139M | Sell |
657,782
-1,506
| -0.2% | -$335K | 0.58% | 32 |
|
|
2020
Q4 | $147M | Sell |
659,288
-97,114
| -13% | -$23.6M | 0.65% | 32 |
|
|
2020
Q3 | $190M | Sell |
756,402
-512,480
| -40% | -$112M | 1.01% | 32 |
|
|
2020
Q2 | $238M | Sell |
1,268,882
-627,600
| -33% | -$106M | 1.37% | 29 |
|
|
2020
Q1 | $273M | Sell |
1,896,482
-309,652
| -14% | -$53.1M | 1.94% | 21 |
|
|
2019
Q4 | $359M | Buy |
2,206,134
+5,298
| +0.2% | +$831K | 2.29% | 17 |
|
|
2019
Q3 | $327M | Buy |
2,200,836
+1,112,063
| +102% | +$169M | 2.25% | 21 |
|
|
2019
Q2 | $165M | Sell |
1,088,773
-2,568
| -0.2% | -$402K | 1.14% | 28 |
|
|
2019
Q1 | $173M | Sell |
1,091,341
-223,255
| -17% | -$34.6M | 1.26% | 25 |
|
|
2018
Q4 | $180M | Buy |
1,314,596
+707,269
| +116% | +$97.3M | 1.51% | 22 |
|
|
2018
Q3 | $96.6M | Sell |
607,327
-1,024,676
| -63% | -$152M | 0.77% | 28 |
|
|
2018
Q2 | $223M | Sell |
1,632,003
-52,544
| -3% | -$6.7M | 1.96% | 20 |
|
|
2018
Q1 | $196M | Buy |
1,684,547
+22,688
| +1% | +$2.61M | 1.91% | 21 |
|
|
2017
Q4 | $170M | Sell |
1,661,859
-13,200
| -0.8% | -$1.35M | 1.65% | 21 |
|
|
2017
Q3 | $156M | Sell |
1,675,059
-9,089
| -0.5% | -$836K | 1.5% | 24 |
|
|
2017
Q2 | $146M | Buy |
1,684,148
+16,205
| +1% | +$1.41M | 1.49% | 27 |
|
|
2017
Q1 | $138M | Sell |
1,667,943
-4,609
| -0.3% | -$368K | 1.51% | 25 |
|
|
2016
Q4 | $115M | Buy |
+1,672,552
| New | +$121M | 1.31% | 28 |
|
Other funds holding CRM
VCM
VPM
Generation Investment Management's CRM Position: Q1 2026 in Review
Generation Investment Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 2,772,875 shares — an estimated $735M sold.
Generation Investment Management first reported a position in CRM in Q4 2016 and held it in 34 quarters. The position peaked at $735M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Generation Investment Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
- Generation Investment Management sold 2,772,875 Salesforce shares in Q1 2026, an estimated $735M.
- Generation Investment Management first reported a position in Salesforce in Q4 2016 and held it in 34 quarters.
- Generation Investment Management's Salesforce position peaked at $735M in Q4 2025.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Generation Investment Management's 13F filing for Q1 2026, filed 14 May 2026.