Jeremy Grantham's CRM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 4.1 M shares of Salesforce, Inc. (CRM) worth $1.09 B, representing 2.78% of the portfolio. First purchased in 2020-Q3, this long-term strategic position has been held for 22 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 853,160 shares. Largest reduction occurred in Q4 2024, reducing 35,400 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +293,398 | Add 7.70% | 4.1 M | $264.91 |
| Q3 2025 | +853,160 | Add 28.85% | 3.81 M | $237.00 |
| Q2 2025 | +290,665 | Add 10.90% | 2.96 M | $272.69 |
| Q1 2025 | +443,897 | Add 19.97% | 2.67 M | $268.36 |
| Q4 2024 | -35,400 | Reduce 1.57% | 2.22 M | $334.33 |
| Q3 2024 | +140,639 | Add 6.64% | 2.26 M | $273.71 |
| Q2 2024 | +133,503 | Add 6.73% | 2.12 M | $257.10 |
| Q1 2024 | +309,341 | Add 18.47% | 1.98 M | $301.18 |
| Q4 2023 | +214,826 | Add 14.71% | 1.67 M | $263.14 |
| Q3 2023 | +27,747 | Add 1.94% | 1.46 M | $202.78 |
| Q2 2023 | +67,050 | Add 4.91% | 1.43 M | $211.26 |
| Q1 2023 | -20,315 | Reduce 1.47% | 1.37 M | $199.78 |
| Q4 2022 | +113,474 | Add 8.92% | 1.39 M | $132.59 |
| Q3 2022 | +4,300 | Add 0.34% | 1.27 M | $143.84 |
| Q2 2022 | +388,302 | Add 44.15% | 1.27 M | $165.04 |
| Q1 2022 | +99,397 | Add 12.74% | 879,446 | $212.32 |
| Q4 2021 | +10,689 | Add 1.39% | 780,049 | $254.13 |
| Q3 2021 | +35,188 | Add 4.79% | 769,360 | $271.22 |
| Q2 2021 | +1,966 | Add 0.27% | 734,172 | $244.27 |
| Q1 2021 | -15,571 | Reduce 2.08% | 732,206 | $211.87 |
| Q4 2020 | +348,349 | Add 87.21% | 747,777 | $222.53 |
| Q3 2020 | +399,428 | New Buy | 399,428 | $251.32 |
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 22 quarters since Q3 2020.
Jeremy Grantham's largest addition to Salesforce, Inc. (CRM) was in Q3 2025, adding 3,810,635 shares worth $903.12 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 4,104,033 shares of Salesforce, Inc. (CRM), valued at approximately $1.09 B.
As of the Q4 2025 filing, Salesforce, Inc. (CRM) represents approximately 2.78% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Salesforce, Inc. (CRM) was 4,104,033 shares, as reported at the end of Q4 2025.