5 tracked superinvestors hold SALESFORCE INC (CRM), worth $2.1B combined, led by First Eagle. Smart money is accumulating CRM as of the latest 13F filings.
Current price
$162.50
-37.6%
1Y
Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and…
Market cap
$174.6B
P/E
23.57
Div yield
1.3%
Revenue YoY
9.6%
Analyst target
$266
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
5
tracked 13F / N-PORT funds
Combined value
$2.1B
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
+2
3 buying · 1 selling
Smart money is net accumulating CRM: 3 funds added or opened versus 1 trimming. 1 opened a brand-new position.
SALESFORCE INC (CRM) is held by 5 tracked funds worth $2.1B combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Mason Morfit, who has committed 9.8% of their portfolio to it, while First Eagle holds the largest dollar position.
This quarter 1 fund opened a brand-new position (Chuck Akre), with 2 adding and 1 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 1.2% | $737M | |
| Added | 2.9% | $623M | |
| Held | 9.8% | $559M | |
| New buy | 2.5% | $153M | |
| Trimmed | 0.9% | $67M |
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.
Which superinvestors own CRM?
5 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, 3 tracked funds added or opened CRM and 1 trimmed it, including 1 brand-new position.
How much CRM do tracked funds hold?
Combined disclosed long exposure to CRM across tracked superinvestors is $2.1B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.