Follow-The-Filings

Security

CRM

Salesforce Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

29 owners 1 new 5 exits max 9.8% (Valueact Capital - Valuea...)

grid → activity → earnings →
owners 29
rank #35
master % 0.25%
max % 9.8%
tracked value $38.8B
qoq N 1 A 9 R 14 E 5

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Valueact Capital - Valueact Holdings, L.P. 2026 Q1 9.8% — 2,994,509 $559M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 3.7% Add +0.43 pp 14,917,993 $2.8B hist
Chuck Akre - Akre Capital Management LLC 2026 Q1 2.2% New 2.2% 717,799 $134M hist
Lewis Sanders - Sanders Capital, LLC 2026 Q1 2.1% Add -0.51 pp 9,532,303 $1.8B hist
First Eagle Investment Management, LLC 2026 Q1 1.5% — 6,132,564 $1.1B hist
Hillman Capital Management, Inc. 2026 Q1 1.4% Add -0.31 pp 10,956 $2B hist
Ako Capital LLP 2026 Q1 1.3% Add +0.04 pp 354,805 $66M hist
Wallace Weitz - Weitz Investment Management, Inc. 2026 Q1 1.1% Reduce -0.31 pp 81,500 $15M hist
Vulcan Value Partners, LLC 2026 Q1 1.0% Reduce -6.58 pp 196,803 $37M hist
Robert Vinall - Rv Capital AG 2026 Q1 0.8% Add +0.08 pp 15,511 $3M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.7% Reduce -0.85 pp 361,291 $67M hist
Kentucky Trust Co. 2026 Q2 stale 0.6% Reduce -0.18 pp 7,332 $1.1B hist
Vanguard Group Inc. 2025 Q4 stale 0.4% Add +0.03 pp 89,843,166 $23.8B hist
Ancora Advisors LLC 2026 Q1 0.4% Add 0.00 pp 88,024 $16M hist
Norges Bank 2025 Q4 stale 0.3% Exit -0.34 pp 12,015,218 $3.2B hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.3% Reduce -0.14 pp 3,891,702 $726M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.2% Add +0.02 pp 2,664,568 $495M hist
Natixis Advisors, LLC 2026 Q1 0.2% Reduce -0.19 pp 887,306 $166M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Reduce -0.12 pp 578,847 $108M hist
Corvex Management LP 2026 Q1 0.1% — 14,500 $3M hist
Mairs & Power Inc. 2026 Q1 0.1% Reduce -0.66 pp 49,996 $9M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Reduce -0.04 pp 645,704 $121M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Add 0.00 pp 1,951,334 $364M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.05 pp 78,589 $15M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.02 pp 195,278 $36M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 23,863 $6M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.17 pp 28,960 $5M hist
Cathie Wood - Ark Investment Management LLC 2026 Q1 0.0% Reduce -0.08 pp 6,062 $1M hist
Polen Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 1,215 $227 hist
Starboard Value LP exited 2026 Q1 last 2025 Q4 4.7% Exit -4.72 pp 940,325 $249M hist
Eminence Capital, LP exited 2026 Q1 last 2025 Q4 4.4% Exit -4.37 pp 1,042,521 $276M hist
Harry Burn - Sound Shore Management Inc. /CT/ exited 2026 Q1 last 2025 Q4 3.2% Exit -3.19 pp 378,539 $100M hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 1.9% Exit -1.87 pp 1,932,066 $512M hist
Farallon Capital Management LLC exited 2026 Q1 last 2025 Q4 1.6% Exit -1.58 pp 1,261,177 $334M hist

29 current · 5 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
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8-K 5.02 Filing Doc
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10-Q 10-Q Filing Doc
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DEFA14A DEFA14A Filing Doc

Updated 2 minutes ago Source: SEC EDGAR submissions All on EDGAR

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 $208M $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 $376M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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