CRM fund manager activity
Salesforce, Inc · NYSE. Reported by 34 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q2 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| AKO Capital | Added | 469,254 | $127,961,000 | 1.61% | Aug 13, 2025 |
| First Eagle Investment Management | Added | 3,215,329 | $876,787,972 | 1.75% | Aug 6, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 4,227,039 | $1,152,671,630 | 0.46% | Aug 13, 2025 |
| Jeremy Grantham - GMO | Added | 2,957,475 | $806,474,139 | 2.44% | Aug 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 36,440 | $9,936,824 | 0.06% | Aug 14, 2025 |
| Hillman Capital Management | Trimmed | 12,148 | $3,312,638 | 1.81% | Aug 14, 2025 |
| Stephen Mandel - Lone Pine Capital | Added | 1,863,179 | $508,070,282 | 3.68% | Aug 14, 2025 |
| Mairs & Power Funds | Trimmed | 253,841 | $69,219,902 | 0.68% | Aug 14, 2025 |
| Bill Nygren - Oakmark Funds | Added | 2,992,586 | $816,048,385 | 1.33% | Aug 14, 2025 |
| Polen Capital Management | Trimmed | 4,989 | $1,360,426 | 0.00% | Aug 13, 2025 |
| ValueAct Capital | No change | 2,898,509 | $790,394,419 | 14.1% | Aug 14, 2025 |
| Vulcan Value Partners | Added | 1,068,324 | $300,013,720 | 5.29% | Aug 13, 2025 |
| Wallace Weitz - Weitz Investment Management | No change | 87,500 | $23,860,375 | 1.28% | Aug 12, 2025 |
Q1 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| AKO Capital | New | 359,908 | $96,585,000 | 1.25% | May 14, 2025 |
| Brad Gerstner - Altimeter Capital Management | Sold out | — | — | 0.00% | May 15, 2025 |
| First Eagle Investment Management | Added | 2,369,940 | $635,997,187 | 1.34% | May 12, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 8,052,026 | $2,160,841,993 | 0.94% | May 14, 2025 |
| Jeremy Grantham - GMO | Added | 2,666,810 | $715,665,104 | 2.26% | May 14, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 33,655 | $9,031,656 | 0.08% | May 15, 2025 |
| Hillman Capital Management | Trimmed | 14,333 | $3,846,404 | 1.89% | May 15, 2025 |
| Stephen Mandel - Lone Pine Capital | Added | 1,731,680 | $464,713,645 | 4.07% | May 15, 2025 |
| Mairs & Power Funds | Added | 254,855 | $68,392,888 | 0.71% | May 15, 2025 |
| Lee Ainslie - Maverick Capital | Sold out | — | — | 0.00% | May 15, 2025 |
| Bill Nygren - Oakmark Funds | Trimmed | 325,683 | $87,400,290 | 0.15% | May 15, 2025 |
| Polen Capital Management | Trimmed | 8,257 | $2,215,928 | 0.01% | May 12, 2025 |
| ValueAct Capital | No change | 2,898,509 | $777,843,875 | 17.0% | May 15, 2025 |
| Viking Global Investors | Sold out | — | — | 0.00% | May 15, 2025 |
| Vulcan Value Partners | Trimmed | 723,562 | $194,199,611 | 3.65% | May 8, 2025 |
| Wallace Weitz - Weitz Investment Management | Trimmed | 87,500 | $23,481,500 | 1.25% | May 9, 2025 |
| Alex Sacerdote - Whale Rock Capital Management | Sold out | — | — | 0.00% | May 15, 2025 |