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MIP
Mondrian Investment Partners’s
Salesforce
CRM
Stock Holding History
Mondrian 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
$113M
Buy
605,650
+50,661
+9%
+$10.5M
1.69%
21
2025
Q4
$147M
Buy
554,989
+10,793
+2%
+$2.68M
2.43%
16
2025
Q3
$129M
Buy
+544,196
New
+$137M
2.15%
22
2025
Q1
$5.56M
Hold
20,722
–
–
0.1%
56
2024
Q4
$7.08M
Sell
20,722
-27,983
-57%
-$8.93M
0.12%
58
2024
Q3
$13.3M
Buy
+48,705
New
+$12.5M
0.2%
54
2024
Q2
–
Sell
-2,002
Closed
-$603K
–
99
2024
Q1
$603K
Hold
2,002
–
–
0.01%
68
2023
Q4
$527K
Buy
2,002
+115
+6%
+$26K
0.01%
62
2023
Q3
$383K
Hold
1,887
–
–
0.01%
59
2023
Q2
$399K
Hold
1,887
–
–
0.01%
60
2023
Q1
$377K
Buy
1,887
+711
+60%
+$120K
0.01%
51
2022
Q4
$156K
Buy
+1,176
New
+$172K
﹤0.01%
69
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1-Year Est. Return
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$1.61T AUM
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VPM
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$1.91T AUM
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
Harris Associates
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$74.9B AUM
11.27%
1-Year Est. Return
Capital Research Global Investors
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$645B AUM
30.41%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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