Intermede Investment Partners’s Salesforce CRM Stock Holding History

Intermede Investment Partners’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
2025 Q4	–	Sell	-246,710	Closed	-$58.5M	–	33
2025 Q3	$58.5M	Sell	246,710 -149,564	-38%	-$37.7M	2.4%	22
2025 Q2	$108M	Buy	396,274 +30,323	+8%	+$8.11M	3.33%	17
2025 Q1	$98.2M	Buy	365,951 +62,624	+21%	+$19.5M	3.09%	17
2024 Q4	$101M	Sell	303,327 -206,156	-40%	-$65.8M	2.71%	20
2024 Q3	$139M	Sell	509,483 -9,944	-2%	-$2.55M	2.91%	22
2024 Q2	$134M	Buy	+519,427	New	+$139M	2.82%	21
2021 Q1	–	Sell	-352,484	Closed	-$78.4M	–	32
2020 Q4	$78.4M	Buy	352,484 +186,921	+113%	+$45.5M	2.27%	23
2020 Q3	$41.6M	Buy	+165,563	New	+$36.2M	1.74%	24

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Intermede Investment Partners's CRM Position: Q4 2025 in Review

Intermede Investment Partners sold out of Salesforce (CRM) in Q4 2025, closing a stake of 246,710 shares — an estimated $58.5M sold.

Intermede Investment Partners first reported a position in CRM in Q3 2020 and held it in 8 quarters. The position peaked at $139M in Q3 2024. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Intermede Investment Partners reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Intermede Investment Partners sold 246,710 Salesforce shares in Q4 2025, an estimated $58.5M.
Intermede Investment Partners first reported a position in Salesforce in Q3 2020 and held it in 8 quarters.
Intermede Investment Partners's Salesforce position peaked at $139M in Q3 2024.
2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Intermede Investment Partners's 13F filing for Q4 2025, filed 9 Feb 2026.