CRM — SALESFORCE INC

Ownership history in Stack Financial Management, Inc  ·  2 quarters on record

This page tracks every 13F SEC filing in which Stack Financial Management, Inc reported a position in SALESFORCE INC (CRM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.43% (2025 Q4)
Avg. % of fund
4.39%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 219,193 -1,961 -0.9% 4.43% $58.1M $264.91
2025 Q3 INITIATED 221,154 — — 4.35% $52.4M $236.62
% of Fund (quarterly)    CRM price (monthly, adj. close)

Other funds also holding CRM

As of 2025 Q4 — sorted by position size

FERNBRIDGE CAPITAL MANAGEMENT LP 3Y 22.89% DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 3Y 13.27% ValueAct Holdings, L.P. 3Y 7Y 11.29% Veritas Asset Management LLP 3Y 7Y 8.04% Vulcan Value Partners, LLC 3Y 7Y 7.55% TenCore Partners, LP 3Y 7.3% Contour Asset Management LLC 3Y 7Y 7.01% Novo Holdings A/S 3Y 7Y 6.79% Montaka Global Pty Ltd 5.61% GENERATION INVESTMENT MANAGEMENT LLP 3Y 7Y 5.1%
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