ValueAct Holdings, L.P.

Superinvestor

ValueAct Capital

SEC CIK
0001418814
Manager
Mason Morfit
Style
Activist

CRM holding history

Salesforce, Inc.

Every 13F filing in which ValueAct Capital reported holding CRM, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.

CRM overviewAll 13F holders of CRMFull portfolio

ValueAct Holdings, L.P.: CRM holding by quarter
QuarterSharesValue% of portfolioChange in sharesAction
Q2 20262,994,509$469.12M8.33%00.0%Unchanged
Q1 20262,994,509$558.98M9.79%00.0%Unchanged
Q4 20252,994,509$793.28M11.29%+96,000+3.3%Added
Q3 20252,898,509$686.95M11.59%00.0%Unchanged
Q2 20252,898,509$790.39M14.12%00.0%Unchanged
Q1 20252,898,509$777.84M16.98%00.0%Unchanged
Q4 20242,898,509$969.06M22.08%−4,930,109−63.0%Reduced
Q3 20247,828,618$2.14B25.79%+3,914,309+100.0%Added
Q2 20243,914,309$1.01B28.30%+428,000+12.3%Added
Q1 20243,486,309$1.05B23.11%00.0%Unchanged
Q4 20233,486,309$917.39M18.36%00.0%Unchanged
Q3 20233,486,309$706.95M15.88%00.0%Unchanged
Q2 20233,486,309$736.52M11.45%00.0%Unchanged
Q1 20233,486,309$696.49M11.34%+2,926,088+522.3%Added
Q4 2022560,221$74.28M1.40%+560,221New