Polen Capital Management exited Salesforce.com Inc (CRM) during 2026 Q2, according to the 13F-HR filed with the SEC on August 4, 2026, selling all 1.22K shares. The position had been worth about $226.9K at the prior quarter-end and carried under 0.01% of the book. CRM had been in the portfolio for 6.5 years, since the quarter ended December 31, 2019.
What did the 2026 Q2 filing report for CRM?
As of June 30, 2026, from the 13F-HR filed August 4, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.22K | 0 |
| Reported value | $226.9K | $0 |
| Portfolio weight | under 0.01% | 0% |
| Held since | 2019 Q4 | sold out in 2026 Q2 |
| Quarters held | 26 |
What did Polen Capital Management sell?
Polen Capital Management sold 1.22K shares of CRM between the quarter ended March 31, 2026 and June 30, 2026. The CRM exit was the 256th largest of the quarter's 289 position changes by percent change to portfolio.
Where does CRM sit in the Polen Capital Management portfolio?
Before the sale, CRM carried under 0.01% of the Polen Capital Management portfolio, below the fund's average stock position of 0%. The largest stock position is LLY at 6.89%. Next come NVDA at 6.86% and MSFT at 6.74%. The three largest stocks together are 20.49% of the book. Across the 2026 Q2 portfolio, Polen Capital Management reported 219 stock positions, with 68 opened and 70 closed. The total portfolio value is about $11.6B, down 20% from the prior quarter.
How long has Polen Capital Management held CRM?
Polen Capital Management held CRM for 6.5 years, from the quarter ended December 31, 2019 to March 31, 2026. The weight peaked at 5.54% in 2023 Q1. Last quarter the fund had already cut the position by 53%, so the exit finishes a two-quarter unwind. Every reported trade is on the Polen Capital Management CRM trade history page.
Did other funds buy or sell CRM in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 4, 2026, 11 still hold CRM. One other tracked fund sold out of it this quarter as well. Meanwhile one opened it. The largest buyers of CRM this quarter were Lewis Sanders, Bill Nygren and Independent Franchise Partners. The largest sellers were Nicolai Tangen, Vulcan Value Partners and Wallace Weitz. Every tracked holder of CRM is on the CRM ownership page.
FAQ
How many CRM shares did Polen Capital Management sell?
Polen Capital Management sold all 1.22K shares of CRM it reported a quarter earlier, worth about $226.9K.
When did Polen Capital Management first buy CRM?
Polen Capital Management first reported CRM in the quarter ended December 31, 2019.
How much of the Polen Capital Management portfolio was CRM?
CRM was under 0.01% of the Polen Capital Management portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell CRM in 2026 Q2?
One other tracked fund sold out of CRM in 2026 Q2 and 2 trimmed it; 11 still hold it.