ValueAct Holdings, L.P.
SuperinvestorValueAct 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
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q2 2026 | 2,994,509 | $469.12M | 8.33% | 00.0% | Unchanged |
| Q1 2026 | 2,994,509 | $558.98M | 9.79% | 00.0% | Unchanged |
| Q4 2025 | 2,994,509 | $793.28M | 11.29% | +96,000+3.3% | Added |
| Q3 2025 | 2,898,509 | $686.95M | 11.59% | 00.0% | Unchanged |
| Q2 2025 | 2,898,509 | $790.39M | 14.12% | 00.0% | Unchanged |
| Q1 2025 | 2,898,509 | $777.84M | 16.98% | 00.0% | Unchanged |
| Q4 2024 | 2,898,509 | $969.06M | 22.08% | −4,930,109−63.0% | Reduced |
| Q3 2024 | 7,828,618 | $2.14B | 25.79% | +3,914,309+100.0% | Added |
| Q2 2024 | 3,914,309 | $1.01B | 28.30% | +428,000+12.3% | Added |
| Q1 2024 | 3,486,309 | $1.05B | 23.11% | 00.0% | Unchanged |
| Q4 2023 | 3,486,309 | $917.39M | 18.36% | 00.0% | Unchanged |
| Q3 2023 | 3,486,309 | $706.95M | 15.88% | 00.0% | Unchanged |
| Q2 2023 | 3,486,309 | $736.52M | 11.45% | 00.0% | Unchanged |
| Q1 2023 | 3,486,309 | $696.49M | 11.34% | +2,926,088+522.3% | Added |
| Q4 2022 | 560,221 | $74.28M | 1.40% | +560,221 | New |