Follow-The-Filings

Security · featured owners

CRM Salesforce Inc.

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 13 Owners
  • #55
  • Max 8.3%
  • Master 0.34%
  • $5.8B
  • 1 new 5 add 4 reduce 5 exits

CRM (Salesforce Inc.) is held in 13 featured 13F books as of 2026 Q2. Valueact Capital - Valueact Holdings is the largest tracked holder by portfolio weight (8.3%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 8.3% (Valueact Capital - Valueact Holdings) · not free-float ownership

  1. Valueact Capital 8.3%
  2. Bill Nygren / Oakmark add 3.4%
  3. Rule One Partners add 2.3%
  4. Chuck Akre 2.2%
  5. First Eagle Investment Manage... add 1.9%
  6. Hillman Capital Management add 1.6%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 3.4% Add +8.3% 16,151,269 $2.5B history
Lewis Sanders - Sanders Capital 2026 Q2 1.5% Add +0.9% 9,615,354 $1.5B history
First Eagle Investment Management 2026 Q2 1.9% Add +19.1% 7,306,034 $1.1B history
Valueact Capital - Valueact Holdings 2026 Q2 8.3% Hold 2,994,509 $469M history
Chuck Akre - Akre Capital Management 2026 Q2 2.2% Hold 717,799 $112M history
Vulcan Value Partners 2026 Q2 0.78% Reduce −16.7% 164,013 $26M history
Rule One Partners 2026 Q2 2.3% Add +13.8% 99,001 $16M history
Wallace Weitz - Weitz Investment Management 2026 Q2 0.53% Reduce −39.5% 49,300 $8M history
Robert Vinall - Rv Capital AG 2026 Q2 0.63% Hold 15,511 $2M history
Hillman Capital Management 2026 Q2 1.6% Add +24.7% 13,658 $2M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.55% Reduce −2.0% 7,332 $1M history
Mairs & Power 2026 Q2 <0.01% Reduce −94.7% 2,656 $416K history
Richard Pzena - Pzena Investment Management 2026 Q2 <0.01% New <0.01% 1,502 $235K history
George Soros - Soros Fund Management exited 2026 Q2 last 2026 Q1 0.74% Exit −0.74% 361,291 $67M history
Ako Capital exited 2026 Q2 last 2026 Q1 1.3% Exit −1.30% 354,805 $66M history
Corvex Management exited 2026 Q2 last 2026 Q1 0.11% Exit −0.11% 14,500 $3M history
Cathie Wood - Ark Investment Management exited 2026 Q2 last 2026 Q1 0.01% Exit −0.01% 6,062 $1M history
Polen Capital Management exited 2026 Q2 last 2026 Q1 <0.01% Exit 0.00% 1,215 $227K history

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02
10-Q
8-K 2.02,9.01
8-K 5.02
8-K 5.02
8-K 5.02,9.01
10-Q
8-K 2.02,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 6 rows shown

Filed Form Detail Links
4 Period Sep 4, 2026
4 Period Aug 28, 2026
4 Period Aug 22, 2026 · 11 forms
4 Period Jul 22, 2026 · 2 forms
4 Period Jun 22, 2026 · 6 forms
4 Period May 22, 2026 · 4 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $31.35B $34.86B $37.9B
Gross profit $22.99B $26.32B $29.25B
Gross margin * 73.3% 75.5% 77.2%
Net income $0.208B $4.14B $6.2B
Net margin * 0.7% 11.9% 16.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $26.4B $29.07B $29.73B
Total non-current assets * $72.45B $70.75B $73.2B
Total assets $98.85B $99.82B $102.93B
Total current liabilities $25.89B $26.63B $27.98B
Total non-current liabilities * $14.6B $13.55B $13.78B
Total equity $58.36B $59.65B $61.17B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $7.11B $10.23B $13.09B
Cash from investing -$1.99B -$1.33B -$3.16B
Cash from financing -$3.56B -$7.48B -$9.43B
Net change in cash $1.55B $1.46B $0.376B

ownership over time

filing count by report period · click a bar for that quarter’s holders