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CRM —
SALESFORCE INC
CUSIP: 79466L302 · Held by 13 superinvestors · Combined value: $7,411,406,257
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Bill Nygren | 3.3% | $2,593,820,672 | 9,791,328 | ADD | +2,744,748 |
| 2 | Ken Griffin | 0.3% | $2,064,476,744 | 7,793,125 | ADD | +882,485 |
| 3 | First Eagle Investment Mgmt | 2.0% | $1,144,200,943 | 4,319,206 | ADD | +628,382 |
| 4 | ValueAct Capital | 11.3% | $793,275,379 | 2,994,509 | ADD | +96,000 |
| 5 | Ray Dalio | 1.9% | $511,823,604 | 1,932,066 | REDUCE | -74,961 |
| 6 | Harry Burn | 3.2% | $100,278,767 | 378,539 | NEW BUY | +378,539 |
| 7 | AKO Capital | 1.3% | $82,813,000 | 312,608 | REDUCE | -13,520 |
| 8 | Mairs & Power | 0.8% | $78,416,804 | 296,013 | ADD | +1,224 |
| 9 | Wallace Weitz | 1.4% | $23,179,625 | 87,500 | - | - |
| 10 | FPA Queens Road | 0.4% | $12,773,963 | 48,220 | ADD | +2,857 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Harry Burn | NEW BUY | +378,539 | New |
| Bill Nygren | ADD | +2,744,748 | +39.0% |
| FPA Queens Road | ADD | +2,857 | +6.3% |
| First Eagle Investment Mgmt | ADD | +628,382 | +17.0% |
| Ken Griffin | ADD | +882,485 | +12.8% |
| Mairs & Power | ADD | +1,224 | +0.4% |
| ValueAct Capital | ADD | +96,000 | +3.3% |
| AKO Capital | REDUCE | -13,520 | -4.1% |
| Hillman Capital | REDUCE | -1,974 | -16.0% |
| Polen Capital | REDUCE | -1,171 | -31.2% |
| Ray Dalio | REDUCE | -74,961 | -3.7% |
| Jim Simons | SOLD | -500,895 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Robert Vinall | NEW BUY | +10,980 | New |
| Bill Nygren | ADD | +4,053,994 | +135.5% |
| FPA Queens Road | ADD | +3,248 | +7.7% |
| First Eagle Investment Mgmt | ADD | +475,495 | +14.8% |
| Hillman Capital | ADD | +223 | +1.8% |
| Jim Simons | ADD | +460,811 | +1149.6% |
| Ken Griffin | ADD | +1,290,046 | +23.0% |
| Mairs & Power | ADD | +40,948 | +16.1% |
| Ray Dalio | ADD | +367,426 | +22.4% |
| AKO Capital | REDUCE | -143,126 | -30.5% |
| Polen Capital | REDUCE | -1,237 | -24.8% |
| Steve Mandel | SOLD | -1,863,179 | Exit |
Who Owns CRM? Superinvestor Holdings
SALESFORCE INC is held by 13 tracked superinvestors, with a combined position value of $7.4 billion . The largest positions are held by Bill Nygren (3.3% of portfolio), Ken Griffin (0.3% of portfolio), First Eagle Investment Mgmt (2.0% of portfolio).
In the most recent quarter, 7 superinvestors added or initiated positions while 4 reduced or exited.