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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
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 9 May 2024
Managers listing it
52
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 47 listed it in both
Shares listed
139,101,226
combined, among listed positions
Reported value
$41.9bn
combined, at the quarter end

Among the 93 comparable managers: 25 buyers (opened or added shares) and 26 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 Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

52 of 52 holders

ActionFiling
Fidelity (FMR LLC)36,891,791$11.1bn0.75%Added+661,9705 Nov 2026 (the filing on sec.gov)
Capital World Investors15,207,188$4.6bn0.76%Trimmed-4,354,13714 May 2024 (the filing on sec.gov)
Capital Research Global Investors14,376,536$4.3bn0.98%Added+3,044,61114 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc13,692,637$4.1bn0.51%Added+6,10615 May 2024 (the filing on sec.gov)
Wellington Management Group LLP10,082,675$3.0bn0.54%Trimmed-400,68315 May 2024 (the filing on sec.gov)
Polen Capital Management LLC6,954,745$2.1bn4.84%Trimmed-320,62710 May 2024 (the filing on sec.gov)
Coatue Management LLC4,700,836$1.4bn5.55%Added+2,556,77415 May 2024 (the filing on sec.gov)
MFS Investment Management3,984,203$1.2bn0.36%Added+1,820,12314 May 2024 (the filing on sec.gov)
ValueAct Holdings LP3,486,309$1.1bn23.11%Held015 May 2024 (the filing on sec.gov)
Invesco Ltd3,481,157$1.0bn0.23%Added+3,53614 May 2024 (the filing on sec.gov)
Harris Associates LP3,110,708$937m1.52%Trimmed-816,69815 May 2024 (the filing on sec.gov)
Lone Pine Capital LLC2,400,267$723m5.71%Trimmed-99,36315 May 2024 (the filing on sec.gov)
Millennium Management LLC2,058,775$620m0.26%Added+539,01915 May 2024 (the filing on sec.gov)
Farallon Capital Management LLC1,952,168$588m2.49%Added+26,43024 May 2024 (the filing on sec.gov)
First Eagle Investment Management LLC1,932,172$582m1.32%Trimmed-2,2389 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC1,848,574$557m0.46%Added+42,53514 Nov 2024 (the filing on sec.gov)
AllianceBernstein LP1,784,401$537m0.19%Added+91,37314 May 2024 (the filing on sec.gov)
Arrowstreet Capital LP1,573,290$474m0.44%Trimmed-1,026,19515 May 2024 (the filing on sec.gov)
Starboard Value LP1,208,475$364m7.52%Trimmed-327,97815 May 2024 (the filing on sec.gov)
Whale Rock Capital Management LLC950,736$286m4.26%Newnew15 May 2024 (the filing on sec.gov)
AQR Capital Management LLC776,816$234m0.40%Trimmed-98,12115 May 2024 (the filing on sec.gov)
Citadel Advisors LLC722,504$218munder 0.1%Trimmed-994,87515 May 2024 (the filing on sec.gov)
Janus Henderson Group Ltd648,753$195m0.11%Added+21,29815 May 2024 (the filing on sec.gov)
Jane Street Group LLC488,825$147munder 0.1%Trimmed-352,79216 May 2024 (the filing on sec.gov)
Moore Capital Management LP460,229$139m2.21%Added+166,19915 May 2024 (the filing on sec.gov)
Page 1 of 3

Largest increases and reductions, by shares

Q4 2023 to Q1 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 (3)

Exited (0)

No exit shown by a manager’s own filing.

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 →