← Super investors
CRM
Salesforce Inc
12 super-investor ownerscombined $5.12Blargest position 9.8%
1 NEW1 ADD1 TRIM
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 6
Peak: 8
Owners (12) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 3.7% | 26q | $2.78B | 14,917,993 |
| 2 | First Eagle Investment Management | 1.5% | 24q | $1.14B | 6,132,564 |
| 3 | Jeffrey Ubben et al | 9.8% | 14q | $559M | 2,994,509 |
| 4 | Joel Greenblatt | 0.3% | 40q | $364M | 1,951,334 |
| 5 | Chuck Akre | 2.2% | 7q | $134M | 717,799 |
| 6 | AKO Capital | 1.3% | 5q | $66M | 354,805 |
| 7 | Vulcan Value Partners | 1.0% | 24q | $37M | 196,803 |
| 8 | Wallace Weitz | 1.1% | 29q | $15M | 81,500 |
| 9 | Mairs & Power Funds | 0.1% | 18q | $9M | 49,996 |
| 10 | Robert Vinall | 0.8% | 17q | $3M | 15,511 |
| 11 | Hillman Capital Management | 1.4% | 20q | $2M | 10,956 |
| 12 | Polen Capital Management | <0.1% | 26q | $227K | 1,215 |
Sort↑
- 1Bill Nygren3.7%$2.78B14,917,993 sh·26q held
- 2First Eagle Investment Management1.5%$1.14B6,132,564 sh·24q held
- 3Jeffrey Ubben et al9.8%$559M2,994,509 sh·14q held
- 4Joel Greenblatt0.3%$364M1,951,334 sh·40q held
- 5Chuck Akre2.2%$134M717,799 sh·7q held
- 6AKO Capital1.3%$66M354,805 sh·5q held
- 7Vulcan Value Partners1.0%$37M196,803 sh·24q held
- 8Wallace Weitz1.1%$15M81,500 sh·29q held
- 9Mairs & Power Funds0.1%$9M49,996 sh·18q held
- 10Robert Vinall0.8%$3M15,511 sh·17q held
- 11Hillman Capital Management1.4%$2M10,956 sh·20q held
- 12Polen Capital Management<0.1%$227K1,215 sh·26q held
Recent activity (3)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chuck Akre | NEW | 2.2% | +100% | $134M | May 14, 2026 |
| Robert Vinall | ADD | 0.8% | +41% | $3M | May 11, 2026 |
| Vulcan Value Partners | TRIM | 1.0% | -87% | $37M | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 79466L302. Not investment advice.