Salesforce provides cloud-based customer relationship management (CRM) software and a broad suite of enterprise applications for sales, service, marketing, and analytics.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Chuck Akre / Akre Capital | 43 | New buy | 817,799 | $152,658,539 | 2.5% |
| Bill Nygren / Oakmark (Harris Associates) | 68 | Added +52% | 14,917,993 | $2,784,741,789 | 3.7% |
| Robert Vinall / RV Capital | 90 | Added +41% | 15,511 | $2,895,439 | 0.8% |
| Ancora | 42 | Added +37% | 88,024 | $16,431,518 | 0.3% |
| Mason Morfit / ValueAct | 53 | Holds (flat) | 2,994,509 | $558,984,995 | 9.8% |
| Keith Meister / Corvex | 69 | Holds (flat) | 14,500 | $2,706,715 | 0.1% |
| George Soros / Soros Fund Mgmt | 31 | Trimmed -30% | 361,291 | $67,442,191 | 0.7% |
| Filed | Insider | Role | Shares | Value | |
|---|---|---|---|---|---|
| 2026-03-19 | ALBER LAURA (cluster of 2) | director | 2,571 | $500,266 | Form 4 |
| 2026-03-18 | Kirk David Blair (cluster of 2) | director | 2,570 | $500,173 | Form 4 |
| Trade date | Who | Type | Amount | |
|---|---|---|---|---|
| 2026-06-02 | Maria Elvira Salazar FL27 | BUY | $15,001 - $50,000 | PTR |
| 2026-04-06 | Maria Elvira Salazar FL27 | BUY | $15,001 - $50,000 | PTR |
| 2026-03-27 | Alan Armstrong senate | BUY | $1,001 - $15,000 | PTR |
| 2026-02-26 | David J. Taylor OH02 | SELL | $15,001 - $50,000 | PTR |
| 2026-02-26 | David J. Taylor OH02 | SELL | $1,001 - $15,000 | PTR |
| 2026-02-09 | David J. Taylor OH02 | BUY | $1,001 - $15,000 | PTR |
| 2025-12-29 | Markwayne Mullin senate | BUY | $15,001 - $50,000 | PTR |
| Trade date | Who | Type | Amount | |
|---|---|---|---|---|
| 2026-07-01 | Trump, Donald J President | SELL | $100,001 - $250,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $50,001 - $100,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $250,001 - $500,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $15,004 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $250,001 - $500,000 | PTR |
“Feels like the only thing that hasn’t crashed… Is memory like $MU, indexes, or large cap semis like Intel so far. - Photonics from $AXTI to $SIVE down 40%. - Space from $ASTS and $RKLB down 40% 1M. - Popular AI names like $PLTR is down ~35% YTD. - Software like $CRM down -40%. - Bitcoin sub <60k, Ethereum sub <$16k. Not a fun time with a hawkish fed narrative and potential rate hikes. H…” post →
| Date | Tweet |
|---|---|
| 2026-06-25T14:51:04 | Feels like the only thing that hasn’t crashed… Is memory like $MU, indexes, or large cap semis like Intel so far. - Photonics from $AXTI to $SIVE down 40%. - Space from $ASTS and $RKLB down 40% 1M. - Popular AI names like $PLTR is down ~35% YTD. - Software like $CRM down -40%. - Bitcoin sub … → · 3023 likes · 839,344 views |
| 2026-06-19 | Yes, choosing the right theme is extremely important. Even if $POET doesn't really do anything, it still gets brought up thematically due to $LITE, $COHR, and others. Even if $RDDT outperforms extremely hard, it still gets brought down from $META, $MSFT, $CRM, and other software basket names. → · 142 likes · 24,592 views |
| 2025-10-18 | Weekend Reflections ☁️ I just wanted to post every position I'm down on this year + lessons learned. ___ 1. $ETOR - ($62 → $38.6, DCA $48, -19.58%) 2. $VIRT - (~$38 → $33, -45%) 3. $SNAP - ($8.2 → $7.69, -6.2%) (new) 4. $SG - ($8.2 → $7.32, -10.73%) 5. $GRRR - ($20.5 → $16.99, -17.12%) 6. $FL… → · 80 likes · 38,240 views |
| 2025-09-26 | $CRM calls also looks good somehow at $243, just a fuzzy feeling → · 5 likes · 7,492 views |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.