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
-85,600
Closed -$22.7M – 292
2025
Q4 		$22.7M Buy
85,600
+200
+0.2% +$49.7K 0.41% 73
2025
Q3 		$20.2M Buy
85,400
+8,100
+10% +$2.04M 0.33% 72
2025
Q2 		$21.1M Buy
77,300
+23,200
+43% +$6.2M 0.36% 73
2025
Q1 		$14.5M Buy
54,100
+42,900
+383% +$13.3M 0.3% 69
2024
Q4 		$3.74M Buy
+11,200
New +$3.57M 0.07% 216
2023
Q1 		– Sell
-15,000
Closed -$1.99M – 273
2022
Q4 		$1.99M Buy
+15,000
New +$2.19M 0.12% 151
2022
Q3 		– Sell
-22,500
Closed -$3.71M – 300
2022
Q2 		$3.71M Sell
22,500
-81,600
-78% -$14.4M 0.19% 135
2022
Q1 		$22.1M Buy
+104,100
New +$22.4M 1.08% 19

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