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 Q4 2025, a total of 19 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.26 B.
Top institutional holders include First Eagle Investment and Ken Fisher.
Notably, ValueAct Capital (Mason Morfit) has expressed high conviction in this stock, allocating 11.29% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $551.66 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 159.2%. Conversely, Manning & Napier Group reduced exposure by 98.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Salesforce, Inc. (CRM)
Major holders include First Eagle Investment ($1.14 B), Ken Fisher ($1.13 B), Jeremy Grantham ($1.09 B). According to the latest reported data, 19 tracked investment managers collectively hold approximately 27.29 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $551.66 M, with 11 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 2 fully exited CRM. The total reported sell value was $279.89 M.
Yes, 1 managers opened new positions in CRM, and 10 increased their existing holdings. The total reported buy value was $831.55 M.
