Investigate / reported ownership
CRM
Salesforce Inc
11 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning CRM?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 3.4% | 27q | $2.53B | 16,151,269 |
| 2 | First Eagle Investment Management | 1.9% | 25q | $1.14B | 7,306,034 |
| 3 | Jeffrey Ubben et al | 8.3% | 15q | $469M | 2,994,509 |
| 4 | Chuck Akre | 2.2% | 8q | $112M | 717,799 |
| 5 | Joel Greenblatt | <0.1% | 40q | $75M | 477,800 |
Go beyond ownership.
Salesforce sells enterprise service offerings worldwide, primarily on a subscription basis through direct sales and partners, and provides tools for third-party applications. Its AI-powered platform unites sales, service, marketing, commerce, collaboration, data management and other applications.
Question to investigate: Can embedded AI agents and multi-product adoption deepen enterprise usage enough to justify the added upfront costs and acquisition integration?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- Bill Nygren · 2026Q2 · filed 2026-08-14 ↗
- First Eagle Investment Management · 2026Q2 · filed 2026-08-24 ↗
- Jeffrey Ubben et al · 2026Q2 · filed 2026-08-14 ↗
- Chuck Akre · 2026Q2 · filed 2026-08-14 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Vulcan Value Partners · 2026Q2 · filed 2026-08-10 ↗
- Wallace Weitz · 2026Q2 · filed 2026-08-12 ↗
- Robert Vinall · 2026Q2 · filed 2026-08-14 ↗
- Hillman Capital Management · 2026Q2 · filed 2026-08-14 ↗
- Mairs & Power Funds · 2026Q2 · filed 2026-08-14 ↗
- Richard Pzena · 2026Q2 · filed 2026-08-07 ↗
A material reported change · Q2 2026
Joel Greenblatt reduced reported CRM shares by 75.5%.
Holdings as of Jun 30, 2026 · filed Sep 2, 2026. Position at period end: 0.0% of the reported portfolio. The filing does not reveal the trade date, price, or reason.
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AKO Capital | EXIT | 1.3% | -100% | $0 | Aug 12, 2026 |
| Wallace Weitz | TRIM | 0.5% | -40% | $8M | Aug 12, 2026 |
Explore earlier changes and contrasting evidence
Selected historical records. Retrospective outcomes do not establish predictive skill.
Compare the reported increases and reductions →Q2 2026
filed Sep 2, 2026
64d lag
-10.9% vs SPY
21 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 24, 2026
55d lag
+13.6% vs SPY
28 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
+23.3% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 12, 2026
43d lag
+17.6% vs SPY
36 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 12, 2026
43d lag
+17.6% vs SPY
36 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
+1.8% vs SPY
63 sessions after disclosure
direction supported so far
Keep your next step small.
Save the company and inspect its evidence. Recording a private view is optional and requires a separate, explicit save.
Record my own view →Optional email follow
Latticework Follow
Follow CRM
Email me only when a reviewed weekly edition contains a material new decision about CRM: a new position, exit, or a large share-count change that also clears the size threshold. There may be quiet weeks.
Confirm by email. Manage or stop follows in one click. See our privacy notice.
Long US 13F disclosures omit shorts and can be amended. CUSIP 79466L302. No current price, valuation or manager motive is inferred.