RV Capital’s Salesforce CRM Stock Holding History

RV Capital’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	$2.9M	Buy	15,511 +4,531	+41%	+$939K	0.76%	9
2025 Q4	$2.91M	Hold	10,980	–	–	0.68%	10
2025 Q3	$2.6M	Buy	+10,980	New	+$2.77M	0.48%	11
2024 Q4	–	Sell	-7,000	Closed	-$1.92M	–	12
2024 Q3	$1.92M	Hold	7,000	–	–	0.4%	11
2024 Q2	$1.8M	Buy	+7,000	New	+$1.87M	0.43%	8
2024 Q1	–	Sell	-186,849	Closed	-$49.2M	–	7
2023 Q4	$49.2M	Sell	186,849 -107,994	-37%	-$24.4M	14.22%	4
2023 Q3	$59.8M	Sell	294,843 -3,700	-1%	-$799K	18.24%	3
2023 Q2	$63.1M	Sell	298,543 -4,700	-2%	-$959K	20.57%	3
2023 Q1	$60.6M	Hold	303,243	–	–	23.05%	2
2022 Q4	$40.2M	Sell	303,243 -1,900	-0.6%	-$277K	20.34%	2
2022 Q3	$43.9M	Sell	305,143 -9,000	-3%	-$1.53M	20.95%	2
2022 Q2	$51.8M	Sell	314,143 -2,600	-0.8%	-$459K	23.36%	2
2022 Q1	$67.3M	Sell	316,743 -2,200	-0.7%	-$473K	20.82%	2
2021 Q4	$81.1M	Buy	318,943 +21,635	+7%	+$6.08M	20.98%	2
2021 Q3	$80.6M	Buy	297,308 +77,795	+35%	+$19.8M	23.43%	2
2021 Q2	$53.6M	Hold	219,513	–	–	14.34%	4
2021 Q1	$46.5M	Buy	+219,513	New	+$48.9M	14.89%	4

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

RV Capital's CRM Position: Q1 2026 in Review

RV Capital increased its Salesforce (CRM) stake by 41% in Q1 2026, buying an estimated $939K and bringing the position to 15,511 shares worth $2.9M. The position accounts for 0.76% of the portfolio, ranked #9.

RV Capital first reported a position in CRM in Q1 2021 and has held it in 17 quarters since. The position peaked at $81.1M in Q4 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

RV Capital held 15,511 shares of Salesforce worth $2.9M as of Q1 2026.
RV Capital bought 4,531 Salesforce shares in Q1 2026, an estimated $939K.
Salesforce made up 0.76% of RV Capital's portfolio in Q1 2026, its #9 holding.
RV Capital first reported a position in Salesforce in Q1 2021 and has held it in 17 quarters since.
RV Capital's Salesforce position peaked at $81.1M in Q4 2021.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on RV Capital's 13F filing for Q1 2026, filed 11 May 2026.