# Salesforce (CRM): value investors who own it | moatshark

8 value investors held Salesforce in their Q3 2026 13F, led by ValueAct, Harris Associates (Oakmark), Akre Capital Management, First Eagle Investment…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| ValueAct | 8.3% | $469m | Unchanged | 15 |
| Harris Associates (Oakmark) | 3.4% | $2.5bn | Added +8.3% | 22 |
| Akre Capital Management | 2.2% | $112m | Unchanged | 2 |
| First Eagle Investment Management | 1.9% | $1.1bn | Added +19% | 25 |
| Vulcan Value Partners | 0.8% | $25.7m | Trimmed -17% | 25 |
| RV Capital | 0.6% | $2.4m | Unchanged | 4 |
| Weitz Investment Management | 0.5% | $7.7m | Trimmed -39% | 28 |
| AKO Capital | 0.0% | $0k | Sold out | 5 |
| Mairs & Power | 0.0% | $416k | Trimmed -95% | 19 |
| Polen Capital Management | 0.0% | $0k | Sold out | 26 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-18 | Kirk David Blair | Director | Bought | 4176 | $999k |
| 2026-09-04 | Conway Craig | Director | Sold | 3082 | $803k |
| 2026-09-04 | Conway Craig | Director | Sold | 1418 | $369k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Oakmark Global Select Fund | Harris Associates (Oakmark) | 3.8% | $31.1m | 2026-06-30 |
| Akre Focus ETF | Akre Capital Management | 2.5% | $132m | 2026-07-31 |
| Oakmark Global Fund | Harris Associates (Oakmark) | 2.2% | $24.1m | 2026-06-30 |
| Vulcan Value Partners Fund | Vulcan Value Partners | 1.9% | $4.4m | 2026-07-31 |
| Weitz Large Cap Equity Fund | Weitz Investment Management | 1.2% | $7.7m | 2026-06-30 |
| First Eagle Global Fund | First Eagle Investment Management | 1.2% | $915m | 2026-07-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/crm). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.