ValueAct Holdings’s Salesforce CRM Stock Holding History

ValueAct Holdings’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$559M	Hold	2,994,509	–	–	9.79%	3
2025 Q4	$793M	Buy	2,994,509 +96,000	+3%	+$23.9M	11.29%	1
2025 Q3	$687M	Hold	2,898,509	–	–	11.59%	2
2025 Q2	$790M	Hold	2,898,509	–	–	14.12%	2
2025 Q1	$778M	Hold	2,898,509	–	–	16.98%	1
2024 Q4	$969M	Sell	2,898,509 -1,015,800	-26%	-$324M	22.08%	1
2024 Q3	$1.07B	Hold	3,914,309	–	–	24.49%	1
2024 Q2	$1.01B	Buy	3,914,309 +428,000	+12%	+$115M	28.3%	1
2024 Q1	$1.05B	Hold	3,486,309	–	–	23.11%	1
2023 Q4	$917M	Hold	3,486,309	–	–	18.36%	1
2023 Q3	$707M	Hold	3,486,309	–	–	15.88%	2
2023 Q2	$737M	Hold	3,486,309	–	–	11.45%	5
2023 Q1	$696M	Buy	3,486,309 +2,926,088	+522%	+$494M	11.34%	4
2022 Q4	$74.3M	Buy	+560,221	New	+$81.7M	1.4%	8

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ValueAct Holdings's CRM Position: Q1 2026 in Review

ValueAct Holdings held its Salesforce (CRM) position steady in Q1 2026 at 2,994,509 shares worth $559M. The position accounts for 9.79% of the portfolio, ranked #3.

ValueAct Holdings first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.07B in Q3 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

ValueAct Holdings held 2,994,509 shares of Salesforce worth $559M as of Q1 2026.
ValueAct Holdings left its Salesforce share count unchanged in Q1 2026.
Salesforce made up 9.79% of ValueAct Holdings's portfolio in Q1 2026, its #3 holding.
ValueAct Holdings first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
ValueAct Holdings's Salesforce position peaked at $1.07B in Q3 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on ValueAct Holdings's 13F filing for Q1 2026, filed 15 May 2026.