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 Q2 2026, a total of 19 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $6.57 B.
Top institutional holders include First Eagle Investment and Jeremy Grantham.
Notably, ValueAct Capital (Mason Morfit) has expressed high conviction in this stock, allocating 8.33% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $214.83 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 206.8%. Conversely, Mairs and Power reduced exposure by 94.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Salesforce, Inc. (CRM)
Major holders include First Eagle Investment ($1.14 B), Jeremy Grantham ($693.68 M), Ken Fisher ($600.36 M). According to the latest reported data, 19 tracked investment managers collectively hold approximately 25.7 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $214.83 M, with 9 managers increasing positions and 10 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 2 fully exited CRM. The total reported sell value was $464.06 M.
Yes, 3 managers opened new positions in CRM, and 6 increased their existing holdings. The total reported buy value was $249.22 M.
