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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 Q1 2026 it was held by 12 managers with an aggregate reported value of $4.77B, which is 0.44% of the combined portfolio.

As of Q1 2026, 12 tracked institutional managers held CRM (SALESFORCE INC) with an aggregate reported value of $4.77B0.44% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2026
Ticker
CRM

13F data is delayed and excludes shorts/non-13F assets.

Long holders

1Bill Nygren - Oakmark Funds3.72%Add +52.4%14,917,993$2.78B
2First Eagle - First Eagle Investment Management1.51%Add +42.0%6,132,564$1.14B
3ValueAct Capital - ValueAct Capital9.79%-2,994,509$558.98M
4Chuck Akre - Akre Capital Management2.19%New717,799$133.99M
5AKO Capital - AKO Capital1.30%Add +13.5%354,805$66.23M
6Vulcan Value Partners - Vulcan Value Partners0.97%Reduce -87.3%196,803$36.74M
7Wallace Weitz - Weitz Investment Management1.06%Reduce -6.9%81,500$15.21M
8Mairs & Power Growth Fund - Mairs & Power Growth Fund0.10%Reduce -83.1%49,996$9.33M
9Robert Vinall - RV Capital GmbH0.76%Add +41.3%15,511$2.9M
10Hillman Value Fund - Hillman Value Fund1.42%Add +5.4%10,956$2.05M
11Polen Capital Management - Polen Capital Management0.00%Reduce -52.9%1,215$226.86K

Call holders — bullish via leverage

1 manager holds call options on CRM — a right to buy at strike. Notional value, not premium.

1Chuck Akre - Akre Capital ManagementNew100,000$18.67M
Loading holder history for CRM