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 Q2	$104M	Buy	664,545 +58,895	+10%	+$10.4M	1.61%	26
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

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mondrian Investment Partners's CRM Position: Q2 2026 in Review

Mondrian Investment Partners increased its Salesforce (CRM) stake by 9.7% in Q2 2026, buying an estimated $10.4M and bringing the position to 664,545 shares worth $104M. The position accounts for 1.61% of the portfolio, ranked #26.

Mondrian Investment Partners first reported a position in CRM in Q4 2022 and has held it in 13 quarters since. The position peaked at $147M in Q4 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Mondrian Investment Partners held 664,545 shares of Salesforce worth $104M as of Q2 2026.
Mondrian Investment Partners bought 58,895 Salesforce shares in Q2 2026, an estimated $10.4M.
Salesforce made up 1.61% of Mondrian Investment Partners's portfolio in Q2 2026, its #26 holding.
Mondrian Investment Partners first reported a position in Salesforce in Q4 2022 and has held it in 13 quarters since.
Mondrian Investment Partners's Salesforce position peaked at $147M in Q4 2025.
2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mondrian Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.