CRM

Salesforce Inc

11 super-investor ownerscombined $4.37Blargest position 8.3%

1 TRIM1 EXIT

11 of the 83 super-investors we track hold CRM, worth a combined $4.37B per their latest 13F filings. The largest position: Jeffrey Ubben et al at 8.3% of their portfolio. This quarter the cohort logged 0 buys and 2 sells on the name. Conviction score: 41 of 100 (how strongly the cohort backs it) — ranked #114 of 742 stocks. Conviction easing: 1 fewer super-investor hold it than in 2026Q1.

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Why super-investors own CRM

CRM is held by 11 super-investors in our cohort, with a combined position value of $4.4B. The highest-conviction owner is Jeffrey Ubben et al at 8.3% of their portfolio. This quarter the cohort registered 1 trimmed, 1 exited.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 11

Peak: 15

Owners (11) · click any column to sort

#↑	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
6	Vulcan Value Partners	0.8%	25q	$26M	164,013
7	Wallace Weitz	0.5%	30q	$8M	49,300
8	Robert Vinall	0.6%	18q	$2M	15,511
9	Hillman Capital Management	1.5%	21q	$2M	13,658
10	Mairs & Power Funds	<0.1%	19q	$416K	2,656
11	Richard Pzena	<0.1%	— 1q	$235K	1,502