Polen Capital Management
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Polen Capital Management’s Salesforce CRM Stock Holding History

Polen Capital Management’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 		$227K Sell
1,215
-1,366
-53% -$283K ﹤0.01% 213
2025
Q4 		$684K Sell
2,581
-1,171
-31% -$291K ﹤0.01% 149
2025
Q3 		$889K Sell
3,752
-1,237
-25% -$312K ﹤0.01% 148
2025
Q2 		$1.36M Sell
4,989
-3,268
-40% -$874K ﹤0.01% 116
2025
Q1 		$2.22M Sell
8,257
-11,325
-58% -$3.52M 0.01% 83
2024
Q4 		$6.55M Sell
19,582
-16,128
-45% -$5.15M 0.02% 57
2024
Q3 		$9.77M Sell
35,710
-6,678,978
-99% -$1.71B 0.03% 44
2024
Q2 		$1.73B Sell
6,714,688
-240,057
-3% -$64.2M 4.33% 7
2024
Q1 		$2.09B Sell
6,954,745
-320,627
-4% -$92.5M 4.84% 7
2023
Q4 		$1.91B Sell
7,275,372
-385,014
-5% -$87.1M 4.61% 8
2023
Q3 		$1.55B Sell
7,660,386
-252,109
-3% -$54.5M 4.09% 9
2023
Q2 		$1.67B Sell
7,912,495
-2,602,169
-25% -$531M 4.14% 9
2023
Q1 		$2.1B Buy
10,514,664
+34,228
+0.3% +$5.78M 5.54% 5
2022
Q4 		$1.39B Sell
10,480,436
-577,251
-5% -$84.2M 4.05% 13
2022
Q3 		$1.59B Buy
11,057,687
+1,228,763
+13% +$208M 4.45% 9
2022
Q2 		$1.62B Sell
9,828,924
-249,099
-2% -$44M 4.28% 9
2022
Q1 		$2.14B Sell
10,078,023
-10,481
-0.1% -$2.26M 4.17% 10
2021
Q4 		$2.56B Buy
10,088,504
+310,910
+3% +$87.4M 4.31% 9
2021
Q3 		$2.65B Buy
9,777,594
+128,367
+1% +$32.6M 4.87% 7
2021
Q2 		$2.36B Buy
9,649,227
+420,672
+5% +$97M 4.51% 9
2021
Q1 		$1.96B Buy
9,228,555
+2,186,033
+31% +$487M 4.39% 10
2020
Q4 		$1.57B Buy
7,042,522
+285,441
+4% +$69.4M 3.64% 13
2020
Q3 		$1.7B Buy
6,757,081
+42,734
+0.6% +$9.35M 4.54% 10
2020
Q2 		$1.26B Buy
6,714,347
+651,752
+11% +$110M 3.8% 13
2020
Q1 		$873M Buy
6,062,595
+2,980,823
+97% +$511M 3.79% 11
2019
Q4 		$501M Buy
+3,081,772
New +$483M 1.97% 23

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

Polen Capital Management's CRM Position: Q1 2026 in Review

Polen Capital Management reduced its Salesforce (CRM) stake by 53% in Q1 2026, selling an estimated $283K and leaving 1,215 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Polen Capital Management first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.65B in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Polen Capital Management held 1,215 shares of Salesforce worth $227K as of Q1 2026.
  • Polen Capital Management sold 1,366 Salesforce shares in Q1 2026, an estimated $283K.
  • Salesforce made up ﹤0.01% of Polen Capital Management's portfolio in Q1 2026, its #213 holding.
  • Polen Capital Management first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • Polen Capital Management's Salesforce position peaked at $2.65B in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.