IP
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Interval Partners’s Salesforce CRM Stock Holding History

Interval 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
2026
Q1 		– Sell
-41,627
Closed -$11M – 293
2025
Q4 		$11M Buy
+41,627
New +$10.3M 0.2% 130
2025
Q2 		– Sell
-69,339
Closed -$18.5M – 389
2025
Q1 		$18.6M Buy
69,339
+59,655
+616% +$18.6M 0.39% 56
2024
Q4 		$3.24M Buy
9,684
+942
+11% +$301K 0.06% 228
2024
Q3 		$2.39M Buy
8,742
+2,216
+34% +$568K 0.05% 253
2024
Q2 		$1.68M Sell
6,526
-29,474
-82% -$7.89M 0.04% 315
2024
Q1 		$10.8M Buy
36,000
+22,000
+157% +$6.35M 0.3% 97
2023
Q4 		$3.68M Sell
14,000
-43,500
-76% -$9.84M 0.11% 191
2023
Q3 		$11.7M Buy
57,500
+49,500
+619% +$10.7M 0.35% 76
2023
Q2 		$1.69M Sell
8,000
-63,290
-89% -$12.9M 0.06% 207
2023
Q1 		$14.2M Buy
71,290
+60,850
+583% +$10.3M 0.56% 40
2022
Q4 		$1.38M Sell
10,440
-166,560
-94% -$24.3M 0.08% 173
2022
Q3 		$25.5M Buy
177,000
+61,123
+53% +$10.4M 1.12% 18
2022
Q2 		$19.1M Buy
115,877
+99,377
+602% +$17.6M 0.99% 29
2022
Q1 		$3.5M Buy
+16,500
New +$3.55M 0.17% 142
2021
Q4 		– Sell
-160,291
Closed -$43.5M – 270
2021
Q3 		$43.5M Buy
+160,291
New +$40.7M 1.76% 7
2019
Q2 		– Sell
-150,000
Closed -$23.8M – 203
2019
Q1 		$23.8M Buy
150,000
+90,000
+150% +$13.9M 0.91% 31
2018
Q4 		$8.22M Sell
60,000
-87,994
-59% -$12.1M 0.44% 67
2018
Q3 		$23.5M Sell
147,994
-2,075
-1% -$308K 0.96% 26
2018
Q2 		$20.5M Sell
150,069
-25,145
-14% -$3.21M 0.76% 43
2018
Q1 		$20.4M Buy
+175,214
New +$20.1M 0.92% 30

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Interval Partners's CRM Position: Q1 2026 in Review

Interval Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 41,627 shares — an estimated $11M sold.

Interval Partners first reported a position in CRM in Q1 2018 and held it in 20 quarters. The position peaked at $43.5M in Q3 2021. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Interval Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Interval Partners sold 41,627 Salesforce shares in Q1 2026, an estimated $11M.
  • Interval Partners first reported a position in Salesforce in Q1 2018 and held it in 20 quarters.
  • Interval Partners's Salesforce position peaked at $43.5M in Q3 2021.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Interval Partners's 13F filing for Q1 2026, filed 15 May 2026.