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CRM

Salesforce, Inc. · XNYS

Season
Q2 2026 · as of Jun 30
Holders
11 of 97 filed · prev 14
Median weight
0.78%
Sector
Technology
Type
equity · US

Moves9 this quarter

Streakslongest holders · 53 quarters on record

  1. Weitz Brad Hinton, CIO 0.5%28 quarters
  2. PRIMECAP Joel Fried, portfolio manager 0.0%27 quarters
  3. First Eagle Kimball Brooker, portfolio manager 1.9%25 quarters
  4. Vulcan C.T. Fitzpatrick, CIO 0.8%25 quarters
  5. Oakmark Bill Nygren, CIO 3.4%22 quarters

The record for CRM begins Q2 2013: 53 quarters.

Over time53 quarters, Q2 2013 to Q2 2026

Managers holding11 Q2 2026

Largest weight8.3% Q2 2026

Holders11 of 97 filed · 4 exited

ValueActMason Morfit, CIO8.33%2,994,509$469Mheld—15 q
OakmarkBill Nygren, CIO3.37%16,151,269$2.5Badded+8%+0.35 pp22 q
AkreJohn Neff, portfolio manager2.20%717,799$112Mheld—2 q
First EagleKimball Brooker, portfolio manager1.90%14,612,068$2.3Badded×2.4—25 q
HillmanMark Hillman, CIO1.55%13,658$2Madded+25%+0.13 pp21 q
VulcanC.T. Fitzpatrick, CIO0.78%164,013$26Mtrimmed−17%−0.19 pp25 q
RV CapitalRobert Vinall, portfolio manager0.63%15,511$2Mheld—4 q
WeitzBrad Hinton, CIO0.53%49,300$8Mtrimmed−40%−0.53 pp28 q
PRIMECAPJoel Fried, portfolio manager0.02%259,450$41Mheld—27 q
MairsAndrew Adams, CIO0.00%2,656$416,089trimmed−95%−0.10 pp19 q
PzenaCaroline Cai, CEO0.00%1,502$235,303new—new
AKOPatrick Hargreaves, CEO———exited−1.30 pp—
SorosDawn Fitzpatrick, CIO———exited−1.22 pp—
ARKCathie Wood, CIO———exited−0.01 pp—
PolenDan Davidowitz, portfolio manager———exited0.00 pp—