Jeremy Grantham's CRM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 3.8M shares of Salesforce, Inc. (CRM) worth $903.12 M, representing 2.55% of the portfolio. First purchased in 2020-Q3, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in CRM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 853.2K shares. Largest reduction occurred in Q4 2024, reducing 35.4K shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Salesforce (CRM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Salesforce (CRM) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2020 | +399,428 | New Buy | 399,428 | $251.32 |
| Q4 2020 | +348,349 | Add 87.21% | 747,777 | $222.53 |
| Q1 2021 | -15,571 | Reduce 2.08% | 732,206 | $211.87 |
| Q2 2021 | +1,966 | Add 0.27% | 734,172 | $244.27 |
| Q3 2021 | +35,188 | Add 4.79% | 769,360 | $271.22 |
| Q4 2021 | +10,689 | Add 1.39% | 780,049 | $254.13 |
| Q1 2022 | +99,397 | Add 12.74% | 879,446 | $212.32 |
| Q2 2022 | +388,302 | Add 44.15% | 1.27 M | $165.04 |
| Q3 2022 | +4,300 | Add 0.34% | 1.27 M | $143.84 |
| Q4 2022 | +113,474 | Add 8.92% | 1.39 M | $132.59 |
| Q1 2023 | -20,315 | Reduce 1.47% | 1.37 M | $199.78 |
| Q2 2023 | +67,050 | Add 4.91% | 1.43 M | $211.26 |
| Q3 2023 | +27,747 | Add 1.94% | 1.46 M | $202.78 |
| Q4 2023 | +214,826 | Add 14.71% | 1.67 M | $263.14 |
| Q1 2024 | +309,341 | Add 18.47% | 1.98 M | $301.18 |
| Q2 2024 | +133,503 | Add 6.73% | 2.12 M | $257.10 |
| Q3 2024 | +140,639 | Add 6.64% | 2.26 M | $273.71 |
| Q4 2024 | -35,400 | Reduce 1.57% | 2.22 M | $334.33 |
| Q1 2025 | +443,897 | Add 19.97% | 2.67 M | $268.36 |
| Q2 2025 | +290,665 | Add 10.90% | 2.96 M | $272.69 |
| Q3 2025 | +853,160 | Add 28.85% | 3.81 M | $237.00 |
Jeremy Grantham's Salesforce Investment FAQs
Jeremy Grantham first purchased Salesforce, Inc. (CRM) in Q3 2020, acquiring 399,428 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Salesforce, Inc. (CRM) for 21 quarters since Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Salesforce, Inc. (CRM) was in Q3 2025, adding 3,810,635 shares worth $903.12 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 3,810,635 shares of Salesforce, Inc. (CRM), valued at approximately $903.12 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 2.55% of Jeremy Grantham'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.
Jeremy Grantham's peak holding in Salesforce, Inc. (CRM) was 3,810,635 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.