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Joel Greenblatt’s CRM Holdings & Trades

First Buy
Q1 2018
Duration Held
32 Quarters
Largest Add
Q3 2018
+88,861 Shares
Current Position
101,165 Shares
$26.8 M Value

Joel Greenblatt's CRM Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 101,165 shares of Salesforce, Inc. (CRM) worth $26.8 M, representing 0.10% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 32 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in CRM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2018, adding 88,861 shares. Largest reduction occurred in Q4 2018, reducing 92,873 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Salesforce (CRM) Holding Value Over Time

Track share changes against reported price movement

Quarterly Salesforce (CRM) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +32,831 Add 48.04% 101,165 $264.91
Q3 2025 +31,894 Add 87.52% 68,334 $237.00
Q2 2025 +2,785 Add 8.28% 36,440 $272.69
Q1 2025 +13,043 Add 63.28% 33,655 $268.36
Q4 2024 -11,541 Reduce 35.89% 20,612 $334.33
Q3 2024 -19,542 Reduce 37.80% 32,153 $273.71
Q2 2024 -10,335 Reduce 16.66% 51,695 $257.10
Q1 2024 -13,061 Reduce 17.39% 62,030 $301.18
Q4 2023 -29,164 Reduce 27.97% 75,091 $263.14
Q3 2023 +39,294 Add 60.49% 104,255 $202.78
Q2 2023 +2,986 Add 4.82% 64,961 $211.26
Q1 2023 -49,093 Reduce 44.20% 61,975 $199.78
Q4 2022 +36,242 Add 48.44% 111,068 $132.59
Q3 2022 +20,875 Add 38.69% 74,826 $143.84
Q2 2022 +26,490 Add 96.46% 53,951 $165.04
Q1 2022 -5,775 Reduce 17.38% 27,461 $212.34
Q4 2021 +18,524 Add 125.91% 33,236 $254.12
Q3 2021 -12,581 Reduce 46.10% 14,712 $271.21
Q2 2021 -6,361 Reduce 18.90% 27,293 $244.28
Q1 2021 +1,027 Add 3.15% 33,654 $211.86
Q4 2020 -4,122 Reduce 11.22% 32,627 $222.52
Q3 2020 +15,600 Add 73.76% 36,749 $251.33
Q2 2020 +906 Add 4.48% 21,149 $187.34
Q1 2020 +20,243 New Buy 20,243 $144.00
Q4 2019 -37,839 Sold Out 0 $0.00
Q3 2019 -21,025 Reduce 35.72% 37,839 $148.44
Q2 2019 +41,139 Add 232.10% 58,864 $151.72
Q1 2019 +11,635 Add 191.05% 17,725 $158.36
Q4 2018 -92,873 Reduce 93.85% 6,090 $136.95
Q3 2018 +88,861 Add 879.64% 98,963 $159.03
Q2 2018 +506 Add 5.27% 10,102 $136.41
Q1 2018 +9,596 New Buy 9,596 $116.30

Joel Greenblatt's Salesforce Investment FAQs

Joel Greenblatt first purchased Salesforce, Inc. (CRM) in Q1 2018, acquiring 9,596 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Salesforce, Inc. (CRM) for 32 quarters since Q1 2018.

Joel Greenblatt's largest addition to Salesforce, Inc. (CRM) was in Q3 2018, adding 98,963 shares worth $15.74 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 101,165 shares of Salesforce, Inc. (CRM), valued at approximately $26.8 M.

As of the Q4 2025 filing, Salesforce, Inc. (CRM) represents approximately 0.10% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Salesforce, Inc. (CRM) was 111,068 shares, as reported at the end of Q4 2022.