Ray Dalio's CRM Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 2.0M shares of Salesforce, Inc. (CRM) worth $475.67 M, representing 1.86% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in CRM, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2025, adding 597.7K shares. Largest reduction occurred in Q1 2017, reducing 94.1K shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Salesforce (CRM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Salesforce (CRM) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +38,552 | New Buy | 38,552 | $57.09 |
| Q2 2014 | +100,800 | Add 261.47% | 139,352 | $58.08 |
| Q3 2014 | -75,129 | Reduce 53.91% | 64,223 | $57.53 |
| Q4 2014 | -54,800 | Reduce 85.33% | 9,423 | $59.32 |
| Q1 2015 | -9,423 | Sold Out | 9,423 | $0.00 |
| Q2 2015 | +96,923 | New Buy | 96,923 | $69.63 |
| Q3 2015 | +26,131 | Add 26.96% | 123,054 | $69.43 |
| Q4 2015 | -65,789 | Reduce 53.46% | 57,265 | $78.41 |
| Q1 2016 | +35,056 | Add 61.22% | 92,321 | $73.83 |
| Q2 2016 | -92,321 | Sold Out | 92,321 | $0.00 |
| Q4 2016 | +130,584 | New Buy | 130,584 | $68.46 |
| Q1 2017 | -94,137 | Reduce 72.09% | 36,447 | $82.50 |
| Q2 2017 | -8,570 | Reduce 23.51% | 27,877 | $86.59 |
| Q3 2017 | +55,142 | Add 197.80% | 83,019 | $93.42 |
| Q4 2017 | -42,178 | Reduce 50.81% | 40,841 | $102.23 |
| Q1 2018 | -40,841 | Sold Out | 40,841 | $0.00 |
| Q3 2018 | +12,277 | New Buy | 12,277 | $159.00 |
| Q4 2018 | -12,277 | Sold Out | 12,277 | $0.00 |
| Q2 2021 | +1,240 | New Buy | 1,240 | $244.35 |
| Q3 2021 | +5,494 | Add 443.06% | 6,734 | $271.16 |
| Q4 2021 | -6,734 | Sold Out | 6,734 | $0.00 |
| Q1 2023 | +6,419 | New Buy | 6,419 | $199.78 |
| Q2 2023 | +1,471 | Add 22.92% | 7,890 | $211.26 |
| Q3 2023 | +937 | Add 11.88% | 8,827 | $202.78 |
| Q4 2023 | +696 | Add 7.88% | 9,523 | $263.14 |
| Q1 2024 | +160,902 | Add 1689.61% | 170,425 | $301.18 |
| Q2 2024 | +112,847 | Add 66.22% | 283,272 | $257.10 |
| Q3 2024 | -12,858 | Reduce 4.54% | 270,414 | $273.71 |
| Q4 2024 | +232,013 | Add 85.80% | 502,427 | $334.33 |
| Q1 2025 | +539,465 | Add 107.37% | 1.04 M | $268.36 |
| Q2 2025 | +597,709 | Add 57.37% | 1.64 M | $272.69 |
| Q3 2025 | +367,426 | Add 22.41% | 2.01 M | $237.00 |
Ray Dalio's Salesforce Investment FAQs
Ray Dalio first purchased Salesforce, Inc. (CRM) in Q1 2014, acquiring 38,552 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Salesforce, Inc. (CRM) for 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Salesforce, Inc. (CRM) was in Q2 2025, adding 1,639,601 shares worth $447.1 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 2,007,027 shares of Salesforce, Inc. (CRM), valued at approximately $475.67 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Salesforce, Inc. (CRM) represents approximately 1.86% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Salesforce, Inc. (CRM) was 2,007,027 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.