Joel Greenblatt's CRM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 68.3K shares of Salesforce, Inc. (CRM) worth $16.2 M, representing 0.07% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 31 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 88.9K shares. Largest reduction occurred in Q4 2018, reducing 92.9K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2018 | +9,596 | New Buy | 9,596 | $116.30 |
| Q2 2018 | +506 | Add 5.27% | 10,102 | $136.41 |
| Q3 2018 | +88,861 | Add 879.64% | 98,963 | $159.03 |
| Q4 2018 | -92,873 | Reduce 93.85% | 6,090 | $136.95 |
| Q1 2019 | +11,635 | Add 191.05% | 17,725 | $158.36 |
| Q2 2019 | +41,139 | Add 232.10% | 58,864 | $151.72 |
| Q3 2019 | -21,025 | Reduce 35.72% | 37,839 | $148.44 |
| Q4 2019 | -37,839 | Sold Out | 37,839 | $0.00 |
| Q1 2020 | +20,243 | New Buy | 20,243 | $144.00 |
| Q2 2020 | +906 | Add 4.48% | 21,149 | $187.34 |
| Q3 2020 | +15,600 | Add 73.76% | 36,749 | $251.33 |
| Q4 2020 | -4,122 | Reduce 11.22% | 32,627 | $222.52 |
| Q1 2021 | +1,027 | Add 3.15% | 33,654 | $211.86 |
| Q2 2021 | -6,361 | Reduce 18.90% | 27,293 | $244.28 |
| Q3 2021 | -12,581 | Reduce 46.10% | 14,712 | $271.21 |
| Q4 2021 | +18,524 | Add 125.91% | 33,236 | $254.12 |
| Q1 2022 | -5,775 | Reduce 17.38% | 27,461 | $212.34 |
| Q2 2022 | +26,490 | Add 96.46% | 53,951 | $165.04 |
| Q3 2022 | +20,875 | Add 38.69% | 74,826 | $143.84 |
| Q4 2022 | +36,242 | Add 48.44% | 111,068 | $132.59 |
| Q1 2023 | -49,093 | Reduce 44.20% | 61,975 | $199.78 |
| Q2 2023 | +2,986 | Add 4.82% | 64,961 | $211.26 |
| Q3 2023 | +39,294 | Add 60.49% | 104,255 | $202.78 |
| Q4 2023 | -29,164 | Reduce 27.97% | 75,091 | $263.14 |
| Q1 2024 | -13,061 | Reduce 17.39% | 62,030 | $301.18 |
| Q2 2024 | -10,335 | Reduce 16.66% | 51,695 | $257.10 |
| Q3 2024 | -19,542 | Reduce 37.80% | 32,153 | $273.71 |
| Q4 2024 | -11,541 | Reduce 35.89% | 20,612 | $334.33 |
| Q1 2025 | +13,043 | Add 63.28% | 33,655 | $268.36 |
| Q2 2025 | +2,785 | Add 8.28% | 36,440 | $272.69 |
| Q3 2025 | +31,894 | Add 87.52% | 68,334 | $237.00 |
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 31 quarters since Q1 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Salesforce, Inc. (CRM) was in Q3 2018, adding 98,963 shares worth $15.74 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 68,334 shares of Salesforce, Inc. (CRM), valued at approximately $16.2 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 0.07% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in Salesforce, Inc. (CRM) was 111,068 shares, as reported at the end of Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.