CRM
Salesforce Inc
12 super-investors hold CRM worth a combined $5.12B. The largest position: Jeffrey Ubben et al at 9.8% of their portfolio. This quarter the cohort logged 2 buys and 1 sell on the name. Cohort Conviction Score: 47 — ranked #60 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own CRM
CRM attracted fresh conviction in 2026Q1, with Chuck Akre initiating a position that immediately reached 2.2% of his portfolio — a meaningful sizing for a manager known for concentrated, long-duration holdings. Robert Vinall also added to an existing stake, while Vulcan Value Partners trimmed. The cohort now stands at 12 owners with $5.1B in combined exposure, though the owner-count series over the prior eight quarters tells a more measured story: the cohort hovered between 4 and 5 names for most of that period before ticking to 6 last quarter, suggesting interest is building slowly rather than surging. Jeffrey Ubben carries the highest conviction at 9.8% of his portfolio, and Bill Nygren's $2.8B position represents the largest absolute holding in the group.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
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 |
- 1Bill Nygrenport3.7%val$2.78B14,917,993 sh·26q held
- 2First Eagle Investment Managementport1.5%val$1.14B6,132,564 sh·24q held
- 3Jeffrey Ubben et alport9.8%val$559M2,994,509 sh·14q held
- 4Joel Greenblattport0.3%val$364M1,951,334 sh·40q held
- 5Chuck Akreport2.2%val$134M717,799 sh·7q held
- 6AKO Capitalport1.3%val$66M354,805 sh·5q held
- 7Vulcan Value Partnersport1.0%val$37M196,803 sh·24q held
- 8Wallace Weitzport1.1%val$15M81,500 sh·29q held
- 9Mairs & Power Fundsport0.1%val$9M49,996 sh·18q held
- 10Robert Vinallport0.8%val$3M15,511 sh·17q held
- 11Hillman Capital Managementport1.4%val$2M10,956 sh·20q held
- 12Polen Capital Managementport<0.1%val$227K1,215 sh·26q held
Owners of CRM also hold
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.