SALESFORCE INC (CRM) Stock Institutional Trading Activity


SALESFORCE INC (CRM) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include ValueAct Holdings, Vulcan Value Partners, Cullen Value Fund, Mairs & Power Growth Fund, and Polen Capital Management. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2023Meritage GroupBuy12,5872,406,388$480,748
Q1 2023Vulcan Value PartnersSell-317,2752,433,975$486,010
Q1 2023Hillman Value FundBuy46941,446$8,280,081
Q1 2023Sequoia Financial AdvisorsBuy7,03876,799$15,342,985
Q1 2023Greenlea Lane Capital ManagementSell-94,810119,595$23,892,689
Q1 2023Appaloosa ManagementSell-10,000290,000$57,936,200
Q1 2023Mairs & Power Growth FundSell-171,228431,448$86,194,681
Q1 2023Third PointSell-100,000800,000$159,824,000
Q1 2023First Eagle U.S. ValueBuy1,7191,988,338$397,230,166
Q1 2023Lone Pine CapitalBuy1,486,2932,035,296$406,611,435
Q1 2023ValueAct HoldingsBuy2,926,0883,486,309$696,494,812
Q1 2023Parnassus Endeavor FundSell-32,5425,985,678$1,195,818,751
Q1 2023Polen Capital ManagementBuy34,22810,514,664$2,100,619,598
Q4 2022Meritage GroupBuy579,8712,393,801$317,394
Q4 2022Vulcan Value PartnersSell-449,6512,751,250$364,990
Q4 2022Hillman Value FundSell-1,57640,977$5,433,141
Q4 2022Sequoia Financial AdvisorsBuy4,70669,761$9,249,664
Q4 2022Greenlea Lane Capital ManagementSell-96,050214,405$28,427,959
Q4 2022Appaloosa ManagementBuy110,000300,000$39,777,000
Q4 2022RV CapitalSell-1,900303,243$40,206,989
Q4 2022Lone Pine CapitalSell-2,496,249549,003$72,792,308
Q4 2022ValueAct HoldingsBuy560,221560,221$74,279,702
Q4 2022Mairs & Power Growth FundSell-2,012602,676$79,908,811
Q4 2022First Eagle U.S. ValueBuy62,8731,986,619$263,405,813
Q4 2022Parnassus Endeavor FundBuy6,018,2206,018,220$797,955,790
Q4 2022Polen Capital ManagementSell-577,25110,480,436$1,389,601,020
Q3 2022Akre Capital ManagementBuy25,5003,095,500$445,257
Q3 2022Vulcan Value PartnersSell-111,4353,200,901$460,418
Q3 2022Hillman Value FundBuy31142,553$6,120
Q3 2022Sequoia Financial AdvisorsSell-1,13665,055$9,358

Frequently asked questions about CRM activity

  • Which institutional owners are buying CRM?

    Institutional owners buying CRM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CRM activity?

    "Buy" means an investor increased their reported position in CRM compared to the prior reporting period. This reflects growing exposure to SALESFORCE INC (CRM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CRM increasing?

    Institutional interest in CRM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.