CRM - SALESFORCE INC
This page shows which of the focused investors we track hold CRM and how their positions changed, so you can see how much conviction the group has in the stock.
In Q4 2022 it was held by 13 managers with an aggregate reported value of $3.56B, which is 0.36% of the combined portfolio.
As of Q4 2022, 13 tracked institutional managers held CRM (SALESFORCE INC) with an aggregate reported value of $3.56B — 0.36% of the combined AlphaBaseline portfolio.
Get email alerts when a tracked manager trades CRM — sign in or create a free account.
- Source
- Curated SEC 13F filings
- Period
- Q4 2022
- Ticker
- CRM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Polen Capital Management - Polen Capital Management | 4.05% | Reduce -5.2% | 10,480,436 | $1.39B |
| 2 | Bill Nygren - Oakmark Funds | 2.20% | Add +24.2% | 8,149,570 | $1.08B |
| 3 | Vulcan Value Partners - Vulcan Value Partners | 4.90% | Reduce -14.1% | 2,751,250 | $364.99M |
| 4 | First Eagle - First Eagle Investment Management | 0.72% | Add +3.3% | 1,986,619 | $263.41M |
| 5 | Lee Ainslie - Maverick Capital | 2.57% | Add +6.5% | 797,307 | $105.71M |
| 6 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.96% | Reduce -0.3% | 602,676 | $79.91M |
| 7 | ValueAct Capital - ValueAct Capital | 1.40% | New | 560,221 | $74.28M |
| 8 | Stephen Mandel - Lone Pine Capital | 0.69% | New | 549,003 | $72.79M |
| 9 | Robert Vinall - RV Capital GmbH | 20.34% | Reduce -0.6% | 303,243 | $40.21M |
| 10 | David Tepper - Appaloosa Management | 2.95% | Add +57.9% | 300,000 | $39.78M |
| 11 | Josh Tarasoff - Greenlea Lane Capital | 13.53% | Reduce -30.9% | 214,405 | $28.43M |
| 12 | Wallace Weitz - Weitz Investment Management | 1.05% | Add +12.0% | 140,000 | $18.56M |
| 13 | Hillman Value Fund - Hillman Value Fund | 2.13% | Reduce -3.7% | 40,977 | $5.43M |
Loading holder history for CRM…