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CRM in the 13F filings

Salesforce Inc · CUSIP 79466L302

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 6 Aug 2024
Managers listing it
41
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 37 listed it in both
Shares listed
131,951,952
combined, among listed positions
Reported value
$33.9bn
combined, at the quarter end

Among the 94 comparable managers: 23 buyers (opened or added shares) and 24 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing CRM in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

41 of 41 holders

ActionFiling
Fidelity (FMR LLC)30,326,110$7.8bn0.50%Trimmed-6,565,6815 Nov 2026 (the filing on sec.gov)
Capital Research Global Investors24,160,210$6.2bn1.36%Added+9,783,67413 Aug 2024 (the filing on sec.gov)
Capital World Investors11,822,301$3.0bn0.50%Trimmed-3,384,88713 Aug 2024 (the filing on sec.gov)
Wellington Management Group LLP8,936,782$2.3bn0.41%Trimmed-1,145,89314 Aug 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc8,075,247$2.1bn0.25%Trimmed-5,617,39014 Aug 2024 (the filing on sec.gov)
Polen Capital Management LLC6,714,688$1.7bn4.33%Trimmed-240,05712 Aug 2024 (the filing on sec.gov)
MFS Investment Management5,906,877$1.5bn0.47%Added+1,922,6749 Aug 2024 (the filing on sec.gov)
Harris Associates LP5,009,693$1.3bn2.18%Added+1,898,98514 Aug 2024 (the filing on sec.gov)
ValueAct Holdings LP3,914,309$1.0bn28.30%Added+428,00014 Aug 2024 (the filing on sec.gov)
Invesco Ltd3,819,697$982m0.21%Added+338,54013 Aug 2024 (the filing on sec.gov)
Farallon Capital Management LLC2,946,838$758m3.25%Added+994,67014 Aug 2024 (the filing on sec.gov)
First Eagle Investment Management LLC2,624,665$675m1.51%Added+692,49312 Aug 2024 (the filing on sec.gov)
Janus Henderson Group Ltd2,470,695$635m0.34%Added+1,821,94214 Aug 2024 (the filing on sec.gov)
Neuberger Berman Group LLC2,010,840$517m0.42%Added+162,26614 Nov 2024 (the filing on sec.gov)
Coatue Management LLC1,907,872$491m1.91%Trimmed-2,792,96414 Aug 2024 (the filing on sec.gov)
Starboard Value LP1,681,870$432m10.07%Added+473,39514 Aug 2024 (the filing on sec.gov)
AllianceBernstein LP1,497,339$385m0.13%Trimmed-287,06214 Aug 2024 (the filing on sec.gov)
Jane Street Group LLC1,439,882$370m0.08%Added+951,05715 Aug 2024 (the filing on sec.gov)
Susquehanna International Group LLP945,240$243munder 0.1%Addedn.a.15 Aug 2024 (the filing on sec.gov)
Rokos Capital Management LLP789,760$203m1.27%Added+699,09314 Aug 2024 (the filing on sec.gov)
Arrowstreet Capital LP731,526$188m0.17%Trimmed-841,76414 Aug 2024 (the filing on sec.gov)
AQR Capital Management LLC718,902$185m0.28%Trimmed-57,91414 Aug 2024 (the filing on sec.gov)
Marshall Wace LLP535,052$138m0.18%Added+321,96614 Aug 2024 (the filing on sec.gov)
Viking Global Investors LP405,135$104m0.40%Newnew14 Aug 2024 (the filing on sec.gov)
D. E. Shaw & Co.375,454$97m0.09%Added+153,98814 Aug 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (6)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
38 in Q3 2024 to 31 in Q2 2026

Tracked managers listing it, at least.

02040602014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
CRM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201316$7.4bnn.a.n.a.
Q3 201320$10.2bnn.a.n.a.
Q4 201318$10.8bnn.a.n.a.
Q1 201417$11.1bnn.a.n.a.
Q2 201419$11.8bnn.a.n.a.
Q3 201424$11.8bnn.a.n.a.
Q4 201417$11.9bnn.a.n.a.
Q1 201516$14.1bnn.a.n.a.
Q2 201526$14.8bnn.a.n.a.
Q3 201524$14.4bnn.a.n.a.
Q4 201524$15.3bnn.a.n.a.
Q1 201625$14.6bnn.a.n.a.
Q2 201629$15.7bnn.a.n.a.
Q3 201625$13.7bnn.a.n.a.
Q4 201632$13.6bnn.a.n.a.
Q1 201737$16.8bnn.a.n.a.
Q2 201731$18.7bnn.a.n.a.
Q3 201736$19.6bnn.a.n.a.
Q4 201735$21.7bnn.a.n.a.
Q1 201839$23.7bnn.a.n.a.
Q2 201838$26.9bnn.a.n.a.
Q3 201845$29.7bnn.a.n.a.
Q4 201836$25.5bnn.a.n.a.
Q1 201940$28.3bnn.a.n.a.
Q2 201936$28.6bnn.a.n.a.
Q3 201943$32.5bnn.a.n.a.
Q4 201941$35.0bnn.a.n.a.
Q1 202040$29.3bnn.a.n.a.
Q2 202039$37.7bnn.a.n.a.
Q3 202038$48.3bnn.a.n.a.
Q4 202035$41.8bnn.a.n.a.
Q1 202137$36.8bnn.a.n.a.
Q2 202141$43.4bnn.a.n.a.
Q3 202142$47.4bnn.a.n.a.
Q4 202138$41.9bnn.a.n.a.
Q1 202235$32.7bnn.a.n.a.
Q2 202238$25.7bnn.a.n.a.
Q3 202242$20.6bnn.a.n.a.
Q4 202246$22.9bnn.a.n.a.
Q1 202347$30.1bnn.a.n.a.
Q2 202344$30.0bnn.a.n.a.
Q3 202348$28.7bnn.a.n.a.
Q4 202351$36.8bn2922
Q1 202452$41.9bn2526
Q2 202441$33.9bn2324
Q3 202438$32.5bn1722
Q4 202453$40.1bn3517
Q1 202552$28.7bn2928
Q2 202547$26.1bn2720
Q3 202548$23.6bn2325
Q4 202540$26.0bn2133
Q1 202634$20.5bn1831
Q2 202631$16.2bn2420

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

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How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own CRM, latest filings →Back to the 13F Explorer →