Catherine Wood's CRM Position Overview
Catherine Wood (via Ark Investment Management LLC) currently holds 50,942 shares of Salesforce, Inc. (CRM) worth $13.5 M, representing 0.09% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Catherine Wood has maintained a strategic position in CRM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 301,960 shares. Largest reduction occurred in Q1 2021, reducing 446,604 shares.
Analysis based on 13F filings available since 2013 Q2
Catherine Wood's Salesforce (CRM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Salesforce (CRM) Trades by Catherine Wood
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -25,071 | Reduce 32.98% | 50,942 | $264.91 |
| Q3 2025 | +4,987 | Add 7.02% | 76,013 | $237.00 |
| Q2 2025 | -4,167 | Reduce 5.54% | 71,026 | $272.69 |
| Q1 2025 | +75,193 | New Buy | 75,193 | $268.36 |
| Q1 2022 | -768 | Sold Out | 0 | $0.00 |
| Q4 2021 | +768 | New Buy | 768 | $253.91 |
| Q1 2021 | -446,604 | Sold Out | 0 | $0.00 |
| Q4 2020 | +301,960 | Add 208.76% | 446,604 | $222.53 |
| Q3 2020 | +10,757 | Add 8.03% | 144,644 | $251.32 |
| Q2 2020 | -4,302 | Reduce 3.11% | 133,887 | $187.33 |
| Q1 2020 | -332,355 | Reduce 70.63% | 138,189 | $143.98 |
| Q4 2019 | +70,859 | Add 17.73% | 470,544 | $162.64 |
| Q3 2019 | -12,749 | Reduce 3.09% | 399,685 | $148.44 |
| Q2 2019 | +64,549 | Add 18.55% | 412,434 | $151.73 |
| Q1 2019 | -6,284 | Reduce 1.77% | 347,885 | $158.37 |
| Q4 2018 | +102,660 | Add 40.82% | 354,169 | $136.97 |
| Q3 2018 | -116,375 | Reduce 31.63% | 251,509 | $159.03 |
| Q2 2018 | +58,274 | Add 18.82% | 367,884 | $136.40 |
| Q1 2018 | +81,807 | Add 35.91% | 309,610 | $116.30 |
| Q4 2017 | +227,804 | Add 0.00% | 227,803 | $102.23 |
| Q2 2017 | +30,792 | Add 38.26% | 111,279 | $86.60 |
| Q1 2017 | +805 | Add 1.01% | 80,487 | $82.49 |
| Q4 2016 | +79,683 | Add 0.00% | 79,682 | $68.46 |
Catherine Wood's Salesforce Investment FAQs
Catherine Wood first purchased Salesforce, Inc. (CRM) in Q4 2016, acquiring 79,682 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Catherine Wood has held Salesforce, Inc. (CRM) for 24 quarters since Q4 2016.
Catherine Wood's largest addition to Salesforce, Inc. (CRM) was in Q4 2020, adding 446,604 shares worth $99.38 M.
According to the latest 13F filing for Q4 2025, Catherine Wood's firm, Ark Investment Management LLC, owns 50,942 shares of Salesforce, Inc. (CRM), valued at approximately $13.5 M.
As of the Q4 2025 filing, Salesforce, Inc. (CRM) represents approximately 0.09% of Catherine Wood's publicly disclosed stock portfolio, making it one of their key holdings.
Catherine Wood's peak holding in Salesforce, Inc. (CRM) was 470,544 shares, as reported at the end of Q4 2019.