Longview Partners
CRM icon

Longview Partners’s Salesforce CRM Stock Holding History

Longview 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
Q3 		$262M Sell
1,141,496
-51,230
-4% -$10.6M 4.26% 11
2026
Q2 		$187M Sell
1,192,726
-320,691
-21% -$56.4M 3.03% 22
2026
Q1 		$283M Sell
1,513,417
-170,642
-10% -$35.4M 4% 17
2025
Q4 		$446M Sell
1,684,059
-22,260
-1% -$5.53M 4.66% 8
2025
Q3 		$404M Buy
1,706,319
+63,602
+4% +$16M 4.23% 19
2025
Q2 		$448M Sell
1,642,717
-101,000
-6% -$27M 3.86% 15
2025
Q1 		$468M Buy
+1,743,717
New +$542M 3.77% 16

Other funds holding CRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Longview Partners's CRM Position: Q3 2026 in Review

Longview Partners reduced its Salesforce (CRM) stake by 4.3% in Q3 2026, selling an estimated $10.6M and leaving 1,141,496 shares worth $262M. The position accounts for 4.26% of the portfolio, ranked #11.

Longview Partners first reported a position in CRM in Q1 2025 and has held it in 7 quarters since. The position peaked at $468M in Q1 2025. 2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Longview Partners held 1,141,496 shares of Salesforce worth $262M as of Q3 2026.
  • Longview Partners sold 51,230 Salesforce shares in Q3 2026, an estimated $10.6M.
  • Salesforce made up 4.26% of Longview Partners's portfolio in Q3 2026, its #11 holding.
  • Longview Partners first reported a position in Salesforce in Q1 2025 and has held it in 7 quarters since.
  • Longview Partners's Salesforce position peaked at $468M in Q1 2025.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Longview Partners's 13F filing for Q3 2026, filed 13 Nov 2026.