LP
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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
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 $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

Longview Partners's CRM Position: Q1 2026 in Review

Longview Partners reduced its Salesforce (CRM) stake by 10% in Q1 2026, selling an estimated $35.4M and leaving 1,513,417 shares worth $283M. The position accounts for 4% of the portfolio, ranked #17.

Longview Partners first reported a position in CRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $468M in Q1 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Longview Partners held 1,513,417 shares of Salesforce worth $283M as of Q1 2026.
  • Longview Partners sold 170,642 Salesforce shares in Q1 2026, an estimated $35.4M.
  • Salesforce made up 4% of Longview Partners's portfolio in Q1 2026, its #17 holding.
  • Longview Partners first reported a position in Salesforce in Q1 2025 and has held it in 5 quarters since.
  • Longview Partners's Salesforce position peaked at $468M in Q1 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Longview Partners's 13F filing for Q1 2026, filed 15 May 2026.