VCM
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Valiant Capital Management’s Salesforce CRM Stock Holding History

Valiant 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 		$15.9M Sell
85,336
-8,000
-9% -$1.66M 0.92% 28
2025
Q4 		$24.7M Sell
93,336
-9,214
-9% -$2.29M 1.4% 25
2025
Q3 		$24.3M Sell
102,550
-29,860
-23% -$7.53M 1.67% 24
2025
Q2 		$36.1M Buy
132,410
+9,000
+7% +$2.41M 1.98% 21
2025
Q1 		$33.1M Buy
123,410
+25,800
+26% +$8.02M 2.42% 15
2024
Q4 		$32.6M Buy
97,610
+11,100
+13% +$3.54M 2.07% 15
2024
Q3 		$23.7M Sell
86,510
-37,487
-30% -$9.6M 1.31% 22
2024
Q2 		$31.9M Sell
123,997
-72,539
-37% -$19.4M 1.7% 17
2024
Q1 		$59.2M Hold
196,536
– – 3.75% 7
2023
Q4 		$51.7M Buy
196,536
+1,500
+0.8% +$339K 2.53% 8
2023
Q3 		$39.5M Sell
195,036
-83,000
-30% -$17.9M 3.81% 7
2023
Q2 		$58.7M Sell
278,036
-42,900
-13% -$8.76M 5.53% 4
2023
Q1 		$64.1M Buy
320,936
+57,400
+22% +$9.7M 5.07% 5
2022
Q4 		$34.9M Buy
263,536
+10,200
+4% +$1.49M 5.36% 8
2022
Q3 		$36.4M Buy
253,336
+58,000
+30% +$9.83M 3.64% 8
2022
Q2 		$32.2M Sell
195,336
-22,964
-11% -$4.06M 3.24% 9
2022
Q1 		$46.3M Buy
218,300
+44,300
+25% +$9.53M 5.31% 7
2021
Q4 		$44.2M Sell
174,000
-40,300
-19% -$11.3M 5.35% 8
2021
Q3 		$58.1M Sell
214,300
-63,400
-23% -$16.1M 5.46% 6
2021
Q2 		$67.8M Sell
277,700
-43,500
-14% -$10M 5.09% 9
2021
Q1 		$68.1M Hold
321,200
– – 2.63% 11
2020
Q4 		$71.5M Sell
321,200
-39,000
-11% -$9.48M 3.12% 12
2020
Q3 		$90.5M Hold
360,200
– – 4.72% 5
2020
Q2 		$67.5M Sell
360,200
-46,700
-11% -$7.87M 6.71% 8
2020
Q1 		$58.6M Buy
406,900
+116,900
+40% +$20M 6.08% 8
2019
Q4 		$47.2M Buy
+290,000
New +$45.5M 5.5% 11

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

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

Valiant Capital Management reduced its Salesforce (CRM) stake by 8.6% in Q1 2026, selling an estimated $1.66M and leaving 85,336 shares worth $15.9M. The position accounts for 0.92% of the portfolio, ranked #28.

Valiant Capital Management first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $90.5M in Q3 2020. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Valiant Capital Management held 85,336 shares of Salesforce worth $15.9M as of Q1 2026.
  • Valiant Capital Management sold 8,000 Salesforce shares in Q1 2026, an estimated $1.66M.
  • Salesforce made up 0.92% of Valiant Capital Management's portfolio in Q1 2026, its #28 holding.
  • Valiant Capital Management first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • Valiant Capital Management's Salesforce position peaked at $90.5M in Q3 2020.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Valiant Capital Management's 13F filing for Q1 2026, filed 15 May 2026.