ValueAct Capital (Mason Morfit)'s CRM Position Overview
ValueAct Capital (Mason Morfit) (via Valueact Holdings, L.P.) currently holds 2.99 M shares of Salesforce, Inc. (CRM) worth $558.98 M, representing 9.79% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 14 quarters.
Based on 13F filings, ValueAct Capital (Mason Morfit) has maintained a strategic position in CRM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 2.93 M shares. Largest reduction occurred in Q4 2024, reducing 1.02 M shares.
Analysis based on 13F filings available since 2013 Q2
ValueAct Capital (Mason Morfit)'s Salesforce (CRM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Salesforce (CRM) Trades by ValueAct Capital (Mason Morfit)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +96,000 | Add 3.31% | 2.99 M | $264.91 |
| Q4 2024 | -1.02 M | Reduce 25.95% | 2.9 M | $334.33 |
| Q2 2024 | +428,000 | Add 12.28% | 3.91 M | $257.10 |
| Q1 2023 | +2.93 M | Add 522.31% | 3.49 M | $199.78 |
| Q4 2022 | +560,221 | New Buy | 560,221 | $132.59 |
ValueAct Capital (Mason Morfit)'s Salesforce Investment FAQs
ValueAct Capital (Mason Morfit) first purchased Salesforce, Inc. (CRM) in Q4 2022, acquiring 560,221 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
ValueAct Capital (Mason Morfit) has held Salesforce, Inc. (CRM) for 14 quarters since Q4 2022.
ValueAct Capital (Mason Morfit)'s largest addition to Salesforce, Inc. (CRM) was in Q1 2023, adding 3,486,309 shares worth $696.49 M.
According to the latest 13F filing for Q1 2026, ValueAct Capital (Mason Morfit)'s firm, Valueact Holdings, L.P., owns 2,994,509 shares of Salesforce, Inc. (CRM), valued at approximately $558.98 M.
As of the Q1 2026 filing, Salesforce, Inc. (CRM) represents approximately 9.79% of ValueAct Capital (Mason Morfit)'s publicly disclosed stock portfolio, making it one of their key holdings.
ValueAct Capital (Mason Morfit)'s peak holding in Salesforce, Inc. (CRM) was 3,914,309 shares, as reported at the end of Q2 2024.