CRM
Salesforce.com Inc
Salesforce.com Inc historical holders
total: 22
ValueAct Holdings Salesforce.com Inc transactions over time
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 3
- Reduced:
- 1
- Held since:
- 2022 Q4
- Held for:
- 14 quarters
- Latest activity:
- 2025 Q4
Jeffrey Ubben has been an institutional investor in Salesforce.com Inc (CRM) since 2022 Q4. According to 2026 Q1 report, Jeffrey Ubben holds 2,994,509 shares with a market value of roughly $558.98M representing 9.79% of their equity portfolio. The fund/company first acquired CRM in 2022 Q4, initially purchasing 560,221 shares. Since the initial investment, ValueAct Holdings has made 4 more transactions in this position.
Does Jeffrey Ubben still hold CRM?
Yes, Jeffrey Ubben continues to hold Salesforce.com Inc (CRM). According to their 2026 Q1 report, they maintain a position of 2,994,509 shares valued at approximately $558.98M, representing 9.79% of their equity portfolio.
When did Jeffrey Ubben first invest in CRM?
Jeffrey Ubben first invested in Salesforce.com Inc (CRM) in 2022 Q4 at the reported quarter-end price of $132.59 per share, acquiring 560,221 shares in their initial purchase.
What is Jeffrey Ubben's average cost basis for CRM?
Based on historical transaction data, Jeffrey Ubben's estimated cost basis for Salesforce.com Inc (CRM) is approximately $198.07 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $198.07
- Weighted AVG sell price:
- $334.33
CRM transactions history by ValueAct Holdings
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q4
|
11.29%
|
2,994,509
|
$264.91
|
$793,275,379
|
+3.31% (+96,000)
|
+0.36%
|
|
2024 Q4
|
22.08%
|
2,898,509
|
$334.33
|
$969,058,514
|
-25.95% (-1,015,800)
|
-7.76%
|
|
2024 Q2
|
28.30%
|
3,914,309
|
$257.10
|
$1,006,368,844
|
+12.28% (+428,000)
|
+3.09%
|
|
2023 Q1
|
11.34%
|
3,486,309
|
$199.78
|
$696,494,812
|
+522.31% (+2,926,088)
|
+9.52%
|
|
2022 Q4
|
1.40%
|
560,221
|
$132.59
|
$74,279,702
|
new
|
+1.4%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.