Latticework
← All portfoliosLatticework shows what 76 well-known investors report to the SEC each quarter.

CRM · Salesforce Inc · Form 13F filings for Q2 2026

Salesforce

11 of 76 investors hold it

Together they reported $4.3 billion of it. In Q2 2026, 3 added and 4 reduced.

20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.

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Who added and who reduced

Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.

3added or opened

Richard PzenaNew positionJoel Greenblatt+207%Hillman Capital Management+24.7%

4reduced or sold out

AKO CapitalSold outPolen Capital ManagementSold outMairs & Power Funds−94.7%Wallace Weitz−39.5%

Who holds it

InvestorShare of their portfolioReported valueThis quarter
Jeffrey Ubben et al8.32%$469MNo change of 20%
Bill Nygren3.37%$2.53BNo change of 20%
Chuck Akre2.20%$112MNo change of 20%
First Eagle Investment Management1.88%$1.14BNo change of 20%
Hillman Capital Management1.55%$2M+24.7%
Vulcan Value Partners0.78%$26MNo change of 20%
Robert Vinall0.64%$2MNo change of 20%
Wallace Weitz0.53%$8M−39.5%
Joel Greenblatt0.09%$38M+207%
Mairs & Power Funds0.00%$416K−94.7%
Richard Pzena0.00%$235KNew position

Holders over time

How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.

13Q3 ’24
12Q4 ’24
11Q1 ’25
11Q2 ’25
11Q3 ’25
12Q4 ’25
12Q1 ’26
11Q2 ’26

Where to next

Bill NygrenLargest holder by dollars: $2.53B →Jeffrey Ubben et alHighest conviction: 8.32% of the portfolio →All portfoliosThe biggest bets reported for Q2 2026, on one sheet →

Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP 79466L302 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.

Each investor’s filing