CRM
Salesforce, Inc. · Technology · Software - Application
Momentum inputs (comparable managers):
holder breadth +4.0% ·
share flow +3.5% ·
net new positions +3.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 5 | 0 | 2.48M | $552.84M | n/a | n/a |
| Q2 2026 | 182 | +2 | 576.33M | $90.37B | +7 | −4 |
| Q1 2026 | 182 | -7 | 605.20M | $113.15B | +1 | −9 |
| Q4 2025 | 188 | -1 | 639.71M | $169.35B | +1 | −1 |
| Q3 2025 | 31 | -1 | 361.97M | $85.79B | n/a | −2 |
| Q2 2025 | 30 | -1 | 311.26M | $84.88B | n/a | −1 |
| Q1 2025 | 28 | 0 | 129.26M | $34.67B | +2 | −2 |
| Q4 2024 | 28 | +1 | 135.05M | $45.16B | +1 | n/a |
| Q3 2024 | 26 | +1 | 91.78M | $25.10B | +3 | −2 |
| Q2 2024 | 25 | n/a | 88.66M | $22.78B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 19.78M | +1.3% | $5.40B | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Fisher Asset Management ✦ | 12.28M | +2.6% | $3.36B | 1.4% | ▲ Add | 2 | SEC ↗ |
| 3 | Capital World Investors ✦ | 11.94M | +1.0% | $3.27B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 10.24M | 0.0% | $2.80B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 8.71M | -2.6% | $2.38B | 0.4% | ▼ Trim | 2 | SEC ↗ ×9 |
| 6 | ValueAct Capital ✦ | 7.83M | +100.0% | $2.14B | 25.8% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | T. Rowe Price ✦ | 7.26M | -10.2% | $1.99B | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Harris Associates (Oakmark) ✦ | 5.03M | +0.5% | $1.38B | 2.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Lone Pine Capital ✦ | 2.34M | New | $639.89M | 4.8% | New | 1 | SEC ↗ |
| 10 | Starboard Value ✦ | 1.44M | -14.3% | $394.65M | 8.4% | ▼ Trim | 2 | SEC ↗ |
| 11 | Adage Capital Partners ✦ | 883.34K | -12.7% | $241.78M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 713.54K | +90.0% | $195.30M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Viking Global Investors ✦ | 544.40K | +34.4% | $149.01M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 14 | PRIMECAP Management ✦ | 509.10K | +0.1% | $139.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Altimeter Capital ✦ | 457.74K | +25.9% | $125.29M | 1.9% | ▲ Add | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 385.97K | -46.3% | $104.52M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 17 | Marshall Wace ✦ | 357.48K | -33.2% | $97.84M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Bridgewater Associates ✦ | 270.41K | -4.5% | $74.02M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 19 | Renaissance Technologies ✦ | 240.29K | New | $65.77M | 0.1% | New | 1 | SEC ↗ |
| 20 | Arrowstreet Capital ✦ | 192.37K | -73.7% | $52.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Millennium Management ✦ | 158.85K | -45.4% | $43.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Soros Fund Management ✦ | 156.40K | New | $42.81M | 1.2% | New | 1 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 32.15K | -37.8% | $8.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 31.28K | -89.9% | $8.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 10.92K | +6.8% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | GAMCO Investors ✦ | 2.66K | +17.0% | $727,795 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Lone Pine Capital | $639.89M | 4.8% |
| Renaissance Technologies | $65.77M | 0.1% |
| Soros Fund Management | $42.81M | 1.2% |
Exited
| Coatue Management | $490.51M | was 1.9% |
| Point72 Asset Management | $359,940 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,648 holders, 729.50M shares, $132.18B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 4.18K sh @ 239.33 · $999,451
Open-market sales (S)
Director · 3.08K sh · $803,363
Director · 1.42K sh · $369,383
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology