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Lee Ainslie’s Salesforce CRM Stock Holding History

Lee Ainslie’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
2025
Q1 		– Sell
-193,289
Closed -$64.6M – 250
2024
Q4 		$64.6M Sell
193,289
-76,573
-28% -$24.4M 1.16% 32
2024
Q3 		$73.9M Sell
269,862
-711
-0.3% -$182K 1.44% 24
2024
Q2 		$69.6M Sell
270,573
-153,438
-36% -$41.1M 1.32% 27
2024
Q1 		$128M Buy
424,011
+53,735
+15% +$15.5M 2.4% 9
2023
Q4 		$97.4M Buy
370,276
+75,329
+26% +$17M 1.96% 15
2023
Q3 		$59.8M Sell
294,947
-128,086
-30% -$27.7M 1.35% 21
2023
Q2 		$89.4M Sell
423,033
-449,030
-51% -$91.7M 1.91% 13
2023
Q1 		$174M Buy
872,063
+74,756
+9% +$12.6M 4.41% 2
2022
Q4 		$106M Buy
797,307
+48,851
+7% +$7.13M 2.5% 11
2022
Q3 		$108M Buy
748,456
+542,357
+263% +$92M 2.43% 10
2022
Q2 		$34M Buy
+206,099
New +$36.4M 0.84% 26
2021
Q4 		– Sell
-8,207
Closed -$2.23M – 389
2021
Q3 		$2.23M Buy
8,207
+6,606
+413% +$1.68M 0.02% 159
2021
Q2 		$391K Buy
+1,601
New +$369K ﹤0.01% 412
2020
Q4 		– Sell
-6,052
Closed -$1.52M – 695
2020
Q3 		$1.52M Sell
6,052
-396
-6% -$86.7K 0.03% 184
2020
Q2 		$1.21M Buy
6,448
+3,038
+89% +$512K 0.03% 281
2020
Q1 		$491K Buy
+3,410
New +$585K 0.01% 389
2013
Q3 		– Sell
-3,019,873
Closed -$115M – 67
2013
Q2 		$115M Buy
+3,019,873
New +$125M 1.56% 29

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lee Ainslie's CRM Position: Q1 2025 in Review

Lee Ainslie sold out of Salesforce (CRM) in Q1 2025, closing a stake of 193,289 shares — an estimated $64.6M sold.

Lee Ainslie first reported a position in CRM in Q2 2013 and held it in 17 quarters. The position peaked at $174M in Q1 2023. 2,952 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Lee Ainslie reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Lee Ainslie sold 193,289 Salesforce shares in Q1 2025, an estimated $64.6M.
  • Lee Ainslie first reported a position in Salesforce in Q2 2013 and held it in 17 quarters.
  • Lee Ainslie's Salesforce position peaked at $174M in Q1 2023.
  • 2,952 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Maverick Capital's 13F filing for Q1 2025, filed 15 May 2025.