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
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 $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

Kovitz Investment Group Partners's CRM Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Salesforce (CRM) stake by 24% in Q1 2026, buying an estimated $7.18M and bringing the position to 176,960 shares worth $33M. The position accounts for 0.77% of the portfolio, ranked #28.

Kovitz Investment Group Partners first reported a position in CRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $178M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Kovitz Investment Group Partners held 176,960 shares of Salesforce worth $33M as of Q1 2026.
  • Kovitz Investment Group Partners bought 34,678 Salesforce shares in Q1 2026, an estimated $7.18M.
  • Salesforce made up 0.77% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #28 holding.
  • Kovitz Investment Group Partners first reported a position in Salesforce in Q1 2021 and has held it in 21 quarters since.
  • Kovitz Investment Group Partners's Salesforce position peaked at $178M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.