4 tracked superinvestors hold SALESFORCE INC (CRM), worth $1.9B combined, led by First Eagle. Smart money is accumulating CRM as of the latest 13F filings.
Current price
$259.23
+7.1%
1Y
Salesforce, Inc. is a leading provider of customer relationship management (CRM) solutions, dedicated to connecting businesses and their clientele on a global scale. At its core, the Customer 360 platform empowers organizations to create seamless, integrated experiences for their customers. The company's extensive suite of services encompasses a wide array of functionalities: Sales: Tools…
Market cap
$174.6B
P/E
23.57
Div yield
0.7%
Revenue YoY
9.6%
Analyst target
$272
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
4
tracked 13F / N-PORT funds
Combined value
$1.9B
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
+2
2 buying · 0 selling
Smart money is net accumulating CRM: 2 funds added or opened versus 0 trimming.
SALESFORCE INC (CRM) is held by 4 tracked funds worth $1.9B combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Mason Morfit, who has committed 8.3% of their portfolio to it, while First Eagle holds the largest dollar position.
No tracked fund opened a new position this quarter; 2 added and 0 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 1.2% | $737M | |
| Added | 2.4% | $557M | |
| Held | 8.3% | $469M | |
| Held | 2.6% | $128M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Puts (bearish / hedge)
None disclosed.
Calls (bullish)
2 insiders filed SEC Form 144 for $2M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Craig Conway | Officer | 4,500 | $1M | 2026-09-04 |
| Sundeep Reddy | Officer | 5,250 | $1M | 2026-08-27 |
Which superinvestors own CRM?
4 tracked funds hold SALESFORCE INC (CRM), the largest being First Eagle (First Eagle Global) at 1.2% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling CRM?
In the most recent 13F quarter, 2 tracked funds added or opened CRM and 0 trimmed it.
How much CRM do tracked funds hold?
Combined disclosed long exposure to CRM across tracked superinvestors is $1.9B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.