Salesforce
CRM
Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them
Managers holding
8
In their latest 13F (Q3 2026)
See who
Value held
$4.3bn
Combined value at quarter end
Last quarter
2 bought
5 sold or trimmed
Fund portfolios
6
Funds holding it
See which
Price at Q2 ’26 end
$156.66
-16.1% in the quarter
Share price change by quarter
+6.5%Q3 ’24
+22.1%Q4 ’24
-19.7%Q1 ’25
+1.6%Q2 ’25
-13.1%Q3 ’25
+11.8%Q4 ’25
-29.5%Q1 ’26
-16.1%Q2 ’26
Managers holding it, by quarter
8Q4 ’23
7Q1 ’24
8Q2 ’24
8Q3 ’24
7Q4 ’24
8Q1 ’25
8Q2 ’25
9Q3 ’25
9Q4 ’25
10Q1 ’26
8Q2 ’26
0Q3 ’26
Who holds it
| ValueAct | 8.3%$469m | Unchanged |
| Harris Associates (Oakmark) | 3.4%$2.5bn | Added +8.3% |
| Akre Capital Management | 2.2%$112m | Unchanged |
| First Eagle Investment Management | 1.9%$1.1bn | Added +19% |
| Vulcan Value Partners | 0.8%$25.7m | Trimmed -17% |
| RV Capital | 0.6%$2.4m | Unchanged |
| Weitz Investment Management | 0.5%$7.7m | Trimmed -39% |
| Mairs & Power | 0.0%$416k | Trimmed -95% |
Directors buying and selling
How this works
| Bought or sold | ||||
|---|---|---|---|---|
| 18 Sep 2026 | Kirk David BlairDirector | ▲ Bought | 4,176 | $999k |
| 4 Sep 2026 | Conway CraigDirector | ▼ Sold | 3,082 | $803k |
| 4 Sep 2026 | Conway CraigDirector | ▼ Sold | 1,418 | $369k |
About the company
- Sector
- Technology · Services-Prepackaged Software
- Incorporated in
- Delaware
- Financial year ends
- 31 January
- Shares outstanding
- 823m at 20 Aug 2026
- SEC filings
- Annual reports and other filings on EDGAR
Revenue and profit
$4.1bn2013
$6.7bn2015
$11bn2017
$17bn2019
$26bn2021
$35bn2023
$42bn2025
| Year | Revenue | Net income |
|---|---|---|
| 2025 | $42bn | $7.5bn |
| 2024 | $38bn | $6.2bn |
| 2023 | $35bn | $4.1bn |
| 2022 | $31bn | $208m |
| 2021 | $26bn | $1.4bn |
| 2020 | $21bn | $4.1bn |
| 2019 | $17bn | $126m |
| 2018 | $13bn | $1.1bn |
| 2017 | $11bn | $360m |
| 2016 | $8.4bn | $323m |
| 2015 | $6.7bn | −$47.4m |
| 2014 | $5.4bn | −$263m |
| 2013 | $4.1bn | −$232m |
Sold out last quarter
- AKO Capital in Q2 2026
- Polen Capital Management in Q2 2026
In fund portfolios
| Oakmark Global Select FundHarris Associates (Oakmark) | 3.8% |
| Akre Focus ETFAkre Capital Management | 2.5% |
| Oakmark Global FundHarris Associates (Oakmark) | 2.2% |
| Vulcan Value Partners FundVulcan Value Partners | 1.9% |
| Weitz Large Cap Equity FundWeitz Investment Management | 1.2% |
| First Eagle Global FundFirst Eagle Investment Management | 1.2% |