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Salesforce, Inc.

CRM Technology
$164.55 $-1.34 (-0.81%)
Market Cap: $134.77 B
Gurus Holding
18
Popularity Rank
#52
% of Shares Held
3.30%
Net Activity (Q1 2026)
-$422.25 M

Guru Ownership Trend

Guru Analysis for Salesforce, Inc. (CRM)

Salesforce, Inc. (CRM), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.44 B.

Top institutional holders include First Eagle Investment and Jeremy Grantham.

Notably, Phil Town has expressed high conviction in this stock, allocating 16.13% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $422.25 M net outflow during the quarter.

Recent activity highlights Chuck Akre who opened a new position. Conversely, Catherine Wood reduced exposure by 88.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$990.07 M
Total Buy Value
New Buys 2
Additions 6
-$1.41 B
Total Sell Value
Reductions 9
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
12
Net Buyers
8

FAQs for Salesforce, Inc. (CRM)

Major holders include First Eagle Investment ($1.14 B), Jeremy Grantham ($826.12 M), Ken Fisher ($726.46 M). According to the latest reported data, 18 tracked investment managers collectively hold approximately 27.01 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $422.25 M, with 8 managers increasing positions and 12 managers reducing holdings.

During the most recent reporting period, 9 managers trimmed their positions, while 3 fully exited CRM. The total reported sell value was $1.41 B.

Yes, 2 managers opened new positions in CRM, and 6 increased their existing holdings. The total reported buy value was $990.07 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.51% Add 42.0% 6,132,564 $1.14 B Q1 2026
2.11% Add 7.8% 4,425,552 $826.12 M Q1 2026
0.25% Reduce -9.0% 3,891,702 $726.46 M Q1 2026
2.13% Add 31.7% 3,694,062 $689.57 M Q1 2026
9.79% 2,994,509 $558.98 M Q1 2026
0.23% Add 83.5% 2,664,568 $494.84 M Q1 2026
2.10% Add 17.5% 1,798,092 $335.65 M Q1 2026
2.18% New Buy 717,799 $133.99 M Q1 2026
0.74% Reduce -30.4% 361,291 $67.44 M Q1 2026
16.13% New Buy 87,000 $16.24 M Q1 2026
1.06% Reduce -6.9% 81,500 $15.21 M Q1 2026
0.04% Reduce -22.3% 78,589 $14.67 M Q1 2026
0.10% Reduce -83.1% 49,996 $9.33 M Q1 2026
0.02% Reduce -51.9% 12,518 $2.34 M Q1 2026
1.42% Add 5.4% 10,956 $2.05 M Q1 2026
0.01% Reduce -88.1% 6,062 $1.13 M Q1 2026
0.00% Reduce -22.0% 2,411 $450,061 Q1 2026
0.00% Reduce -77.0% 868 $162,030 Q1 2026
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Value
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SEC Form