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Mar Vista Investment Partners’s Salesforce CRM Stock Holding History

Mar Vista Investment 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 		– Sell
-74,929
Closed -$19.8M – 36
2025
Q4 		$19.8M Sell
74,929
-48,756
-39% -$12.1M 1.82% 26
2025
Q3 		$29.3M Sell
123,685
-26,901
-18% -$6.78M 2.55% 22
2025
Q2 		$41.1M Sell
150,586
-12,223
-8% -$3.27M 3.14% 13
2025
Q1 		$43.7M Sell
162,809
-29,670
-15% -$9.23M 3.59% 9
2024
Q4 		$64.4M Sell
192,479
-10,893
-5% -$3.48M 4.41% 5
2024
Q3 		$55.7M Sell
203,372
-70,293
-26% -$18M 3.55% 8
2024
Q2 		$70.4M Sell
273,665
-34,120
-11% -$9.13M 3.46% 8
2024
Q1 		$92.7M Buy
307,785
+6,544
+2% +$1.89M 4.04% 6
2023
Q4 		$79.3M Buy
301,241
+46,835
+18% +$10.6M 3.62% 9
2023
Q3 		$51.6M Sell
254,406
-15,074
-6% -$3.26M 2.47% 24
2023
Q2 		$56.9M Sell
269,480
-13,568
-5% -$2.77M 2.38% 22
2023
Q1 		$56.5M Buy
283,048
+3,476
+1% +$587K 2.51% 22
2022
Q4 		$37.1M Sell
279,572
-23,952
-8% -$3.5M 1.66% 29
2022
Q3 		$43.7M Buy
303,524
+2,204
+0.7% +$374K 1.95% 28
2022
Q2 		$49.7M Sell
301,320
-38,413
-11% -$6.79M 2.05% 26
2022
Q1 		$72.1M Buy
339,733
+21,849
+7% +$4.7M 2.26% 22
2021
Q4 		$80.8M Sell
317,884
-67,646
-18% -$19M 2.18% 24
2021
Q3 		$105M Sell
385,530
-18,765
-5% -$4.77M 2.69% 18
2021
Q2 		$98.8M Sell
404,295
-57,548
-12% -$13.3M 2.43% 19
2021
Q1 		$97.9M Buy
461,843
+17,825
+4% +$3.97M 2.26% 22
2020
Q4 		$98.8M Sell
444,018
-24,743
-5% -$6.02M 2.44% 20
2020
Q3 		$118M Sell
468,761
-17,266
-4% -$3.78M 3.09% 12
2020
Q2 		$91M Buy
486,027
+76,124
+19% +$12.8M 2.49% 22
2020
Q1 		$59M Buy
+409,903
New +$70.3M 1.79% 29

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

Mar Vista Investment Partners's CRM Position: Q1 2026 in Review

Mar Vista Investment Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 74,929 shares — an estimated $19.8M sold.

Mar Vista Investment Partners first reported a position in CRM in Q1 2020 and held it in 24 quarters. The position peaked at $118M in Q3 2020. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Mar Vista Investment Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Mar Vista Investment Partners sold 74,929 Salesforce shares in Q1 2026, an estimated $19.8M.
  • Mar Vista Investment Partners first reported a position in Salesforce in Q1 2020 and held it in 24 quarters.
  • Mar Vista Investment Partners's Salesforce position peaked at $118M in Q3 2020.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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