Weitz Investment Management’s Salesforce CRM Stock Holding History

Weitz Investment 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	$7.72M	Sell	49,300 -32,200	-40%	-$5.66M	0.53%	37
2026 Q1	$15.2M	Sell	81,500 -6,000	-7%	-$1.24M	1.06%	27
2025 Q4	$23.2M	Hold	87,500	–	–	1.37%	27
2025 Q3	$20.7M	Hold	87,500	–	–	1.13%	30
2025 Q2	$23.9M	Hold	87,500	–	–	1.28%	31
2025 Q1	$23.5M	Sell	87,500 -7,500	-8%	-$2.33M	1.25%	31
2024 Q4	$31.8M	Hold	95,000	–	–	1.64%	24
2024 Q3	$26M	Hold	95,000	–	–	1.28%	33
2024 Q2	$24.4M	Sell	95,000 -15,000	-14%	-$4.01M	1.28%	32
2024 Q1	$33.1M	Sell	110,000 -15,000	-12%	-$4.33M	1.67%	23
2023 Q4	$32.9M	Hold	125,000	–	–	1.73%	22
2023 Q3	$25.3M	Hold	125,000	–	–	1.39%	29
2023 Q2	$26.4M	Sell	125,000 -15,000	-11%	-$3.06M	1.41%	27
2023 Q1	$28M	Hold	140,000	–	–	1.61%	24
2022 Q4	$18.6M	Buy	140,000 +15,000	+12%	+$2.19M	1.05%	33
2022 Q3	$18M	Hold	125,000	–	–	1.06%	32
2022 Q2	$20.6M	Buy	125,000 +5,000	+4%	+$883K	1.08%	35
2022 Q1	$25.5M	Hold	120,000	–	–	1.13%	31
2021 Q4	$30.5M	Hold	120,000	–	–	1.22%	30
2021 Q3	$32.5M	Hold	120,000	–	–	1.36%	24
2021 Q2	$29.3M	Hold	120,000	–	–	1.24%	27
2021 Q1	$25.4M	Hold	120,000	–	–	1.12%	32
2020 Q4	$26.7M	Hold	120,000	–	–	1.14%	31
2020 Q3	$30.2M	Sell	120,000 -20,000	-14%	-$4.38M	1.41%	26
2020 Q2	$26.2M	Hold	140,000	–	–	1.3%	26
2020 Q1	$20.2M	Hold	140,000	–	–	1.07%	31
2019 Q4	$22.8M	Hold	140,000	–	–	0.89%	40
2019 Q3	$20.8M	Buy	+140,000	New	+$21.3M	0.84%	41
2017 Q2	–	Sell	-8,000	Closed	-$660K	–	76
2017 Q1	$660K	Sell	8,000 -1,000	-11%	-$79.9K	0.03%	69
2016 Q4	$616K	Buy	+9,000	New	+$653K	0.02%	70

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

Weitz Investment Management's CRM Position: Q2 2026 in Review

Weitz Investment Management reduced its Salesforce (CRM) stake by 40% in Q2 2026, selling an estimated $5.66M and leaving 49,300 shares worth $7.72M. The position accounts for 0.53% of the portfolio, ranked #37.

Weitz Investment Management first reported a position in CRM in Q4 2016 and has held it in 30 quarters since. The position peaked at $33.1M in Q1 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Weitz Investment Management held 49,300 shares of Salesforce worth $7.72M as of Q2 2026.
Weitz Investment Management sold 32,200 Salesforce shares in Q2 2026, an estimated $5.66M.
Salesforce made up 0.53% of Weitz Investment Management's portfolio in Q2 2026, its #37 holding.
Weitz Investment Management first reported a position in Salesforce in Q4 2016 and has held it in 30 quarters since.
Weitz Investment Management's Salesforce position peaked at $33.1M in Q1 2024.
2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Weitz Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.