Primecap Management’s Salesforce CRM Stock Holding History

Primecap 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	$40.6M	Hold	259,450	–	–	0.02%	209
2026 Q1	$48.4M	Sell	259,450 -9,000	-3%	-$1.86M	0.04%	193
2025 Q4	$71.1M	Sell	268,450 -264,750	-50%	-$65.8M	0.05%	177
2025 Q3	$126M	Sell	533,200 -69,850	-12%	-$17.6M	0.1%	134
2025 Q2	$164M	Buy	603,050 +95,550	+19%	+$25.5M	0.13%	120
2025 Q1	$136M	Buy	507,500 +5,900	+1%	+$1.84M	0.11%	122
2024 Q4	$168M	Sell	501,600 -7,500	-1%	-$2.39M	0.13%	113
2024 Q3	$139M	Buy	509,100 +500	+0.1%	+$128K	0.1%	119
2024 Q2	$131M	Buy	508,600 +199,700	+65%	+$53.4M	0.09%	120
2024 Q1	$93M	Hold	308,900	–	–	0.07%	145
2023 Q4	$81.3M	Hold	308,900	–	–	0.06%	151
2023 Q3	$62.6M	Sell	308,900 -6,500	-2%	-$1.4M	0.05%	161
2023 Q2	$66.6M	Sell	315,400 -63,000	-17%	-$12.9M	0.06%	163
2023 Q1	$75.6M	Buy	378,400 +88,600	+31%	+$15M	0.07%	154
2022 Q4	$38.4M	Hold	289,800	–	–	0.04%	181
2022 Q3	$41.7M	Buy	289,800 +2,800	+1%	+$475K	0.04%	181
2022 Q2	$47.4M	Hold	287,000	–	–	0.04%	179
2022 Q1	$60.9M	Buy	287,000 +41,100	+17%	+$8.85M	0.05%	178
2021 Q4	$62.5M	Hold	245,900	–	–	0.04%	182
2021 Q3	$66.7M	Buy	245,900 +115,900	+89%	+$29.4M	0.05%	180
2021 Q2	$31.8M	Hold	130,000	–	–	0.02%	218
2021 Q1	$27.5M	Buy	130,000 +80,000	+160%	+$17.8M	0.02%	223
2020 Q4	$11.1M	Hold	50,000	–	–	0.01%	253
2020 Q3	$12.6M	Hold	50,000	–	–	0.01%	232
2020 Q2	$9.37M	Hold	50,000	–	–	0.01%	229
2020 Q1	$7.2M	Hold	50,000	–	–	0.01%	228
2019 Q4	$8.13M	Sell	50,000 -758,160	-94%	-$119M	0.01%	243
2019 Q3	$120M	Buy	808,160 +67,300	+9%	+$10.2M	0.1%	132
2019 Q2	$112M	Buy	740,860 +5,800	+0.8%	+$909K	0.08%	140
2019 Q1	$116M	Buy	735,060 +5,700	+0.8%	+$883K	0.09%	140
2018 Q4	$99.9M	Hold	729,360	–	–	0.08%	136
2018 Q3	$116M	Hold	729,360	–	–	0.08%	138
2018 Q2	$99.5M	Hold	729,360	–	–	0.07%	141
2018 Q1	$84.8M	Buy	729,360 +50,000	+7%	+$5.74M	0.06%	149
2017 Q4	$69.5M	Hold	679,360	–	–	0.05%	158
2017 Q3	$63.5M	Buy	679,360 +3,000	+0.4%	+$276K	0.05%	163
2017 Q2	$58.6M	Sell	676,360 -218,200	-24%	-$19M	0.05%	169
2017 Q1	$73.8M	Buy	894,560 +160,450	+22%	+$12.8M	0.07%	150
2016 Q4	$50.3M	Buy	734,110 +77,000	+12%	+$5.59M	0.05%	159
2016 Q3	$46.9M	Buy	657,110 +324,250	+97%	+$25.3M	0.05%	167
2016 Q2	$26.4M	Hold	332,860	–	–	0.03%	192
2016 Q1	$24.6M	Buy	332,860 +15,400	+5%	+$1.06M	0.03%	194
2015 Q4	$24.9M	Hold	317,460	–	–	0.03%	195
2015 Q3	$22M	Hold	317,460	–	–	0.02%	196
2015 Q2	$22.1M	Hold	317,460	–	–	0.02%	196
2015 Q1	$21.2M	Buy	317,460 +113,300	+55%	+$7.03M	0.02%	197
2014 Q4	$12.1M	Hold	204,160	–	–	0.01%	214
2014 Q3	$11.7M	Hold	204,160	–	–	0.01%	208
2014 Q2	$11.9M	Buy	204,160 +8,660	+4%	+$468K	0.01%	209
2014 Q1	$11.2M	Hold	195,500	–	–	0.01%	211
2013 Q4	$10.8M	Buy	195,500 +21,700	+12%	+$1.16M	0.01%	209
2013 Q3	$9.02M	Buy	173,800 +9,800	+6%	+$445K	0.01%	210
2013 Q2	$6.26M	Buy	+164,000	New	+$6.77M	0.01%	221

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

Primecap Management's CRM Position: Q2 2026 in Review

Primecap Management held its Salesforce (CRM) position steady in Q2 2026 at 259,450 shares worth $40.6M. The position accounts for 0.02% of the portfolio, ranked #209.

Primecap Management first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $168M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Primecap Management held 259,450 shares of Salesforce worth $40.6M as of Q2 2026.
Primecap Management left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.02% of Primecap Management's portfolio in Q2 2026, its #209 holding.
Primecap Management first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
Primecap Management's Salesforce position peaked at $168M in Q4 2024.
2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Primecap Management's 13F filing for Q2 2026, filed 14 Aug 2026.