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 Q3 2025, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.76 B.
Top institutional holders include Ken Fisher and Jeremy Grantham.
Notably, ValueAct Capital (Mason Morfit) has expressed high conviction in this stock, allocating 11.59% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $1.04 B net inflow during the quarter.
Recent activity highlights Renaissance Technologies who dramatically increased their stake. Conversely, Manning & Napier Group reduced exposure by 4.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.37% | Add 2.4% | 4,328,230 | $1.03 B | Q3 2025 | |
| 2.55% | Add 28.9% | 3,810,635 | $903.12 M | Q3 2025 | |
| 1.59% | Add 14.8% | 3,690,824 | $874.73 M | Q3 2025 | |
| 11.59% | 2,898,509 | $686.95 M | Q3 2025 | ||
| 1.50% | New Buy | 2,045,787 | $484.85 M | Q3 2025 | |
| 1.86% | Add 22.4% | 2,007,027 | $475.67 M | Q3 2025 | |
| 2.86% | New Buy | 1,819,228 | $431.16 M | Q3 2025 | |
| 1.86% | Add 10.4% | 1,652,568 | $391.66 M | Q3 2025 | |
| 0.18% | Reduce -1.0% | 1,153,649 | $273.41 M | Q3 2025 | |
| 0.16% | Add 1149.6% | 500,895 | $118.71 M | Q3 2025 | |
| 1.57% | Add 19.0% | 463,756 | $109.91 M | Q3 2025 | |
| 0.66% | Add 16.1% | 294,789 | $69.86 M | Q3 2025 | |
| 0.72% | Reduce -4.0% | 231,414 | $56.72 M | Q3 2025 | |
| 0.05% | New Buy | 118,840 | $28.17 M | Q3 2025 | |
| 1.13% | 87,500 | $20.74 M | Q3 2025 | ||
| 0.11% | Add 7.0% | 76,013 | $18.02 M | Q3 2025 | |
| 0.07% | Add 87.5% | 68,334 | $16.2 M | Q3 2025 | |
| 1.71% | Add 1.8% | 12,371 | $2.93 M | Q3 2025 | |
| 0.01% | Add 103.7% | 10,042 | $2.38 M | Q3 2025 | |
| 0.01% | Reduce -0.9% | 3,130 | $741,810 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Salesforce, Inc. (CRM)
Major holders include Ken Fisher ($1.03 B), Jeremy Grantham ($903.12 M), First Eagle Investment ($874.73 M). According to the latest reported data, 20 tracked investment managers collectively hold approximately 25.27 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.04 B, with 15 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited CRM. The total reported sell value was $513.16 M.
Yes, 3 managers opened new positions in CRM, and 12 increased their existing holdings. The total reported buy value was $1.55 B.