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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
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 $6.73T 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

Longview Partners's CRM Position: Q2 2026 in Review

Longview Partners reduced its Salesforce (CRM) stake by 21% in Q2 2026, selling an estimated $56.4M and leaving 1,192,726 shares worth $187M. The position accounts for 3.03% of the portfolio, ranked #22.

Longview Partners first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $468M in Q1 2025. 2,489 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Longview Partners held 1,192,726 shares of Salesforce worth $187M as of Q2 2026.
  • Longview Partners sold 320,691 Salesforce shares in Q2 2026, an estimated $56.4M.
  • Salesforce made up 3.03% of Longview Partners's portfolio in Q2 2026, its #22 holding.
  • Longview Partners first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • Longview Partners's Salesforce position peaked at $468M in Q1 2025.
  • 2,489 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Longview Partners's 13F filing for Q2 2026, filed 13 Aug 2026.