Polen Capital Management
CRM icon

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
Q2 		– Sell
-1,215
Closed -$227K – 235
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Polen Capital Management's CRM Position: Q2 2026 in Review

Polen Capital Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,215 shares — an estimated $227K sold.

Polen Capital Management first reported a position in CRM in Q4 2019 and held it in 26 quarters. The position peaked at $2.65B in Q3 2021. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Polen Capital Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Polen Capital Management sold 1,215 Salesforce shares in Q2 2026, an estimated $227K.
  • Polen Capital Management first reported a position in Salesforce in Q4 2019 and held it in 26 quarters.
  • Polen Capital Management's Salesforce position peaked at $2.65B in Q3 2021.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.