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Zevenbergen Capital Investments’s Salesforce CRM Stock Holding History

Zevenbergen Capital Investments’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 		– Sell
-17,400
Closed -$4.61M – 111
2025
Q4 		$4.61M Hold
17,400
– – 0.1% 71
2025
Q3 		$4.12M Hold
17,400
– – 0.08% 72
2025
Q2 		$4.74M Sell
17,400
-5,700
-25% -$1.52M 0.09% 68
2025
Q1 		$6.2M Hold
23,100
– – 0.15% 63
2024
Q4 		$7.72M Buy
23,100
+8,100
+54% +$2.59M 0.16% 57
2024
Q3 		$4.11M Buy
+15,000
New +$3.84M 0.09% 66
2024
Q2 		– Sell
-58,000
Closed -$17.5M – 104
2024
Q1 		$17.5M Hold
58,000
– – 0.37% 48
2023
Q4 		$15.3M Hold
58,000
– – 0.35% 49
2023
Q3 		$11.8M Buy
+58,000
New +$12.5M 0.3% 54
2022
Q4 		– Sell
-58,000
Closed -$8.34M – 99
2022
Q3 		$8.34M Buy
+58,000
New +$9.83M 0.24% 57
2017
Q1 		– Sell
-460,893
Closed -$31.6M – 82
2016
Q4 		$31.6M Sell
460,893
-314,743
-41% -$22.8M 1.49% 27
2016
Q3 		$55.3M Sell
775,636
-5,350
-0.7% -$417K 2.27% 15
2016
Q2 		$62M Sell
780,986
-21,390
-3% -$1.68M 2.9% 13
2016
Q1 		$59.2M Buy
802,376
+48,065
+6% +$3.31M 2.68% 13
2015
Q4 		$59.1M Sell
754,311
-1,495
-0.2% -$117K 2.4% 16
2015
Q3 		$52.5M Buy
755,806
+185,055
+32% +$13.1M 2.25% 19
2015
Q2 		$39.7M Buy
570,751
+177,955
+45% +$12.7M 1.55% 31
2015
Q1 		$26.2M Buy
392,796
+327,015
+497% +$20.3M 1.1% 35
2014
Q4 		$3.9M Buy
+65,781
New +$3.88M 0.17% 40

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

Zevenbergen Capital Investments's CRM Position: Q1 2026 in Review

Zevenbergen Capital Investments sold out of Salesforce (CRM) in Q1 2026, closing a stake of 17,400 shares — an estimated $4.61M sold.

Zevenbergen Capital Investments first reported a position in CRM in Q4 2014 and held it in 19 quarters. The position peaked at $62M in Q2 2016. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Zevenbergen Capital Investments reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Zevenbergen Capital Investments sold 17,400 Salesforce shares in Q1 2026, an estimated $4.61M.
  • Zevenbergen Capital Investments first reported a position in Salesforce in Q4 2014 and held it in 19 quarters.
  • Zevenbergen Capital Investments's Salesforce position peaked at $62M in Q2 2016.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q1 2026, filed 9 Apr 2026.