Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Salesforce CRM Stock Holding History

Kovitz Investment Group 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
Q2 		$2.84M Sell
18,140
-158,820
-90% -$27.9M 0.06% 182
2026
Q1 		$33M Buy
176,960
+34,678
+24% +$7.18M 0.77% 28
2025
Q4 		$37.7M Sell
142,282
-604,923
-81% -$150M 0.83% 28
2025
Q3 		$177M Buy
747,205
+221,268
+42% +$55.8M 0.69% 32
2025
Q2 		$143M Buy
525,937
+134,995
+35% +$36.1M 0.61% 38
2025
Q1 		$105M Sell
390,942
-140,776
-26% -$43.8M 0.53% 51
2024
Q4 		$178M Sell
531,718
-93,487
-15% -$29.8M 0.87% 24
2024
Q3 		$167M Buy
625,205
+21,220
+4% +$5.44M 1.19% 11
2024
Q2 		$155M Buy
603,985
+93,341
+18% +$25M 1.33% 17
2024
Q1 		$154M Buy
510,644
+10,153
+2% +$2.93M 1.95% 11
2023
Q4 		$132M Sell
500,491
-1,207
-0.2% -$273K 2.18% 12
2023
Q3 		$102M Sell
501,698
-137,899
-22% -$29.8M 1.83% 14
2023
Q2 		$135M Buy
639,597
+117,478
+23% +$24M 1.98% 15
2023
Q1 		$104M Sell
522,119
-11,925
-2% -$2.01M 1.81% 15
2022
Q4 		$70.8M Sell
534,044
-61,498
-10% -$8.97M 1.4% 25
2022
Q3 		$85.7M Buy
595,542
+51,549
+9% +$8.74M 1.98% 13
2022
Q2 		$89.8M Buy
543,993
+56,558
+12% +$9.99M 1.99% 12
2022
Q1 		$103M Buy
487,435
+444,033
+1,023% +$95.6M 1.97% 12
2021
Q4 		$11M Sell
43,402
-237,698
-85% -$66.8M 0.26% 58
2021
Q3 		$76.2M Buy
281,100
+667
+0.2% +$169K 1.52% 21
2021
Q2 		$68.5M Buy
280,433
+170,877
+156% +$39.4M 1.35% 26
2021
Q1 		$23.2M Buy
+109,556
New +$24.4M 0.54% 40

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

Kovitz Investment Group Partners's CRM Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Salesforce (CRM) stake by 90% in Q2 2026, selling an estimated $27.9M and leaving 18,140 shares worth $2.84M. The position accounts for 0.06% of the portfolio, ranked #182.

Kovitz Investment Group Partners first reported a position in CRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $178M in Q4 2024. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Kovitz Investment Group Partners held 18,140 shares of Salesforce worth $2.84M as of Q2 2026.
  • Kovitz Investment Group Partners sold 158,820 Salesforce shares in Q2 2026, an estimated $27.9M.
  • Salesforce made up 0.06% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #182 holding.
  • Kovitz Investment Group Partners first reported a position in Salesforce in Q1 2021 and has held it in 22 quarters since.
  • Kovitz Investment Group Partners's Salesforce position peaked at $178M in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.