Catherine Wood's CRM Position Overview
Catherine Wood (via Ark Investment Management LLC) currently holds 76.0K shares of Salesforce, Inc. (CRM) worth $18.02 M, representing 0.11% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 36 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 302.0K shares. Largest reduction occurred in Q4 2021, reducing 445.8K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2016 | +79,683 | Add 0.00% | 79,682 | $68.46 |
| Q1 2017 | +805 | Add 1.01% | 80,487 | $82.49 |
| Q2 2017 | +30,792 | Add 38.26% | 111,279 | $86.60 |
| Q4 2017 | +227,804 | Add 0.00% | 227,803 | $102.23 |
| Q1 2018 | +81,807 | Add 35.91% | 309,610 | $116.30 |
| Q2 2018 | +58,274 | Add 18.82% | 367,884 | $136.40 |
| Q3 2018 | -116,375 | Reduce 31.63% | 251,509 | $159.03 |
| Q4 2018 | +102,660 | Add 40.82% | 354,169 | $136.97 |
| Q1 2019 | -6,284 | Reduce 1.77% | 347,885 | $158.37 |
| Q2 2019 | +64,549 | Add 18.55% | 412,434 | $151.73 |
| Q3 2019 | -12,749 | Reduce 3.09% | 399,685 | $148.44 |
| Q4 2019 | +70,859 | Add 17.73% | 470,544 | $162.64 |
| Q1 2020 | -332,355 | Reduce 70.63% | 138,189 | $143.98 |
| Q2 2020 | -4,302 | Reduce 3.11% | 133,887 | $187.33 |
| Q3 2020 | +10,757 | Add 8.03% | 144,644 | $251.32 |
| Q4 2020 | +301,960 | Add 208.76% | 446,604 | $222.53 |
| Q1 2021 | -446,604 | Sold Out | 446,604 | $0.00 |
| Q4 2021 | +768 | New Buy | 768 | $253.91 |
| Q1 2022 | -768 | Sold Out | 768 | $0.00 |
| Q1 2025 | +75,193 | New Buy | 75,193 | $268.36 |
| Q2 2025 | -4,167 | Reduce 5.54% | 71,026 | $272.69 |
| Q3 2025 | +4,987 | Add 7.02% | 76,013 | $237.00 |
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 36 quarters since Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Catherine Wood's largest addition to Salesforce, Inc. (CRM) was in Q4 2020, adding 446,604 shares worth $99.38 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Catherine Wood's firm, Ark Investment Management LLC, owns 76,013 shares of Salesforce, Inc. (CRM), valued at approximately $18.02 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 0.11% of Catherine Wood'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.
Catherine Wood's peak holding in Salesforce, Inc. (CRM) was 470,544 shares, as reported at the end of Q4 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.