SEC 13F Intelligence

Mar Vista Investment Partners LLC / CRM

Mar Vista Investment Partners LLC’s Salesforce Inc Position

Does Mar Vista Investment Partners LLC own Salesforce Inc (CRM)? Not currently — the last reported position was 74.9K shares worth $20M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$20M
Q4 2025
Shares
74.9K
% of Portfolio
+1.82%
Quarters Held
24
position exited

Position History CRM

Reported value by quarter
Q1 ’20: $59MQ1 ’20Q2 ’20: $91MQ3 ’20: $118MQ4 ’20: $99MQ4 ’20Q1 ’21: $98MQ2 ’21: $99MQ3 ’21: $105MQ3 ’21Q4 ’21: $81MQ1 ’22: $72MQ2 ’22: $50MQ2 ’22Q3 ’22: $44MQ4 ’22: $37MQ1 ’23: $57MQ1 ’23Q2 ’23: $57MQ3 ’23: $52MQ4 ’23: $79MQ4 ’23Q1 ’24: $93MQ2 ’24: $70MQ3 ’24: $56MQ3 ’24Q4 ’24: $64MQ1 ’25: $44MQ2 ’25: $41MQ2 ’25Q3 ’25: $29MQ4 ’25: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202574.9K$20M+1.82%
Q3 2025123.7K$29M+2.55%
Q2 2025150.6K$41M+3.14%
Q1 2025162.8K$44M+3.59%
Q4 2024192.5K$64M+4.41%
Q3 2024203.4K$56M+3.55%
Q2 2024273.7K$70M+3.46%
Q1 2024307.8K$93M+4.04%
Q4 2023301.2K$79M+3.62%
Q3 2023254.4K$52M+2.47%
Q2 2023269.5K$57M+2.38%
Q1 2023283.0K$57M+2.51%
Q4 2022279.6K$37M+1.66%
Q3 2022303.5K$44M+1.95%
Q2 2022301.3K$50M+2.05%
Q1 2022339.7K$72M+2.26%
Q4 2021317.9K$81M+2.18%
Q3 2021385.5K$105M+2.69%
Q2 2021404.3K$99M+2.43%
Q1 2021461.8K$98M+2.26%
Q4 2020444.0K$99M+2.44%
Q3 2020468.8K$118M+3.09%
Q2 2020486.0K$91M+2.49%
Q1 2020409.9K$59M+1.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mar Vista Investment Partners LLC’s full portfolio or all institutional holders of CRM.