Skip to content
Valuesider
Guess what? Valuesider just got better: smarter and more intuitive.
Salesforce.com Inc

CRM

Salesforce.com Inc

Salesforce.com Inc Shareholders

CRM Stock Holders 13F

Number of holders*:
11
AVG reported price*:
$211.26
Current price*:
-19.28%($170.53)
Type:
Common Stock
11 superinvestors reported owning CRM (Common Stock) according to the gurus' 2023 Q2 reports.

Who were the top gurus owning (CRM) Salesforce.com Inc in 2023 Q2?

The top 5 super investors (holders) owning CRM (by the percent (%) of portfolio) were Rob Vinall - RV Capital (20.57%), Jeffrey Ubben - ValueAct Holdings (11.45%), Nathaniel Simons - Meritage Group (9.48%), Vulcan Value Partners (5.59%) and Bill Nygren - Oakmark Select Fund (4.52%) as of their 2023 Q2 reports, among our followed gurus.

Which investors have ever held a position in CRM historically?

Investors including RV Capital, ValueAct Holdings, Meritage Group, Vulcan Value Partners, Oakmark Select Fund, and others have historically held positions in Salesforce.com Inc — complete purchase and sale trading data is available for each.
The latest activities of the top CRM shareholders among value investors are tracked each quarter, from new position openings and share additions to reductions and complete exits.
The historical data of CRM holders is tracked quarterly, with each period reflecting disclosed ownership and position sizes.
11 results
History Name Company % of
portfolio 		Shares* Value Held since* Held for* % (shares)
of activity 		% change
to portfolio
Rob Vinall
RV Capital
20.57%
298,543
$63,070,194
2021 Q1
≈ 2.50 years
-1.55% (-4.7K)
-0.38%
Jeffrey Ubben
ValueAct Holdings
11.45%
3,486,309
$736,517,639
2022 Q4
≈ 0.75 years
Nathaniel Simons
Meritage Group
9.48%
1,609,852
$340,097,000
2019 Q4
≈ 3.75 years
-33.10% (-796.54K)
-5.09%
C.T. Fitzpatrick
Vulcan Value Partners
5.59%
2,108,013
$445,361,000
2020 Q2
≈ 3.25 years
-13.39% (-325.96K)
-0.87%
Bill Nygren
Oakmark Select Fund
4.52%
1,148,100
$242,547,606
2022 Q3
≈ 1.00 year
-25.79% (-399.1K)
-1.76%
David M. Polen
Polen Capital Management
4.14%
7,912,495
$1,671,593,626
2019 Q4
≈ 3.75 years
-24.75% (-2.6M)
-1.45%
Independent Franchise Partners
US Equity Fund
3.74%
330,042
$69,724,673
2022 Q1
≈ 1.50 years
-18.33% (-74.07K)
-0.93%
Stephen Mandel
Lone Pine Capital
3.28%
1,694,996
$358,084,855
2022 Q4
≈ 0.75 years
-16.72% (-340.3K)
-0.67%
Wallace Weitz
Weitz Value Fund
3.10%
125,000
$26,407,500
2019 Q3
≈ 4.00 years
-10.71% (-15K)
-0.41%
Mark A. Hillman
Hillman Value Fund
2.50%
25,815
$5,453,677
2022 Q1
≈ 1.50 years
-32.45% (-12.4K)
-1.3%
Completely sold out
3 results
History Name Company Sold
shares* 		% change
to portfolio 		Held since* Held for*
Josh Tarasoff
Greenlea Lane Capital Management
-119,595
-9.54%
2020 Q1
≈ 3.25 years
David Tepper
Appaloosa Management
-290,000
-3.13%
2022 Q2
≈ 1.00 year
Daniel Loeb
Third Point
-800,000
-2.62%
2023 Q1
≈ 0.25 years
Salesforce.com Inc price chart
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* 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.
* Number of holders: this represents holders from our curated fund list, not all the institutional holders in the world.
* AVG reported price: weighted average based on position sizes. Larger holdings have proportionally more influence on the average. This doesn't represent the actual buy or sell price. It is the split-adjusted average price of the securities as of the last day of the reported period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.