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 $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. 2,690 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.
  • 2,690 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.