Hotchkis & Wiley Capital Management
CRM icon

Hotchkis & Wiley Capital Management’s Salesforce CRM Stock Holding History

Hotchkis & Wiley 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 		$552M Sell
3,525,733
-168,329
-5% -$29.6M 1.61% 17
2026
Q1 		$690M Buy
3,694,062
+889,750
+32% +$184M 2.13% 10
2025
Q4 		$743M Buy
2,804,312
+758,525
+37% +$188M 2.22% 9
2025
Q3 		$485M Buy
+2,045,787
New +$516M 1.5% 22

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

Hotchkis & Wiley Capital Management's CRM Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management reduced its Salesforce (CRM) stake by 4.6% in Q2 2026, selling an estimated $29.6M and leaving 3,525,733 shares worth $552M. The position accounts for 1.61% of the portfolio, ranked #17.

Hotchkis & Wiley Capital Management first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $743M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Hotchkis & Wiley Capital Management held 3,525,733 shares of Salesforce worth $552M as of Q2 2026.
  • Hotchkis & Wiley Capital Management sold 168,329 Salesforce shares in Q2 2026, an estimated $29.6M.
  • Salesforce made up 1.61% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #17 holding.
  • Hotchkis & Wiley Capital Management first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • Hotchkis & Wiley Capital Management's Salesforce position peaked at $743M in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.