CRM SALESFORCE INC

Ownership history in Starboard Value LP  ·  13 quarters on record

AI Ownership Summary

Starboard Value LP reported SALESFORCE INC (CRM) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 10.07% in 2024 Q2. The latest visible filing shows CRM at 4.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Starboard Value LP's position in SALESFORCE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CRM was reported at 4.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.07% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Starboard Value LP held CRM — position size vs. price
% of Fund (quarterly)    CRM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 940,325 -301,825 -24.3% 4.72% $249.1M 2026-02-14 (Est.) $189.72
2025 Q3 REDUCED 1,242,150 -10,097 -0.8% 5.54% $294.4M 2025-11-14 $243.27
2025 Q2 ADDED 1,252,247 +402,568 +47.4% 5.92% $341.5M 2025-08-14 $232.59
2025 Q1 ADDED 849,679 +290,415 +51.9% 4.15% $228.0M 2025-05-15 $289.33
2024 Q4 REDUCED 559,264 -882,584 -61.2% 3.38% $187.0M 2025-02-14 $324.42
2024 Q3 REDUCED 1,441,848 -240,022 -14.3% 8.39% $394.6M 2024-11-14 $329.12
2024 Q2 ADDED 1,681,870 +473,395 +39.2% 10.07% $432.4M 2024-08-14 $252.98
2024 Q1 REDUCED 1,208,475 -327,978 -21.3% 7.52% $364.0M 2024-05-15 $284.46
2023 Q4 REDUCED 1,536,453 -193,998 -11.2% 8.41% $404.3M 2024-02-14 $285.68
2023 Q3 REDUCED 1,730,451 -277,625 -13.8% 8.99% $350.9M 2023-11-14 $218.52
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Starboard Value LP and CRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Starboard Value LP reported owning CRM?

Starboard Value LP reported CRM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CRM position in Starboard Value LP's portfolio?

The largest reported portfolio weight for CRM was 10.07% in 2024 Q2.

What is the latest reported CRM position on this page?

The most recent filing on this page is 2025 Q4, when Starboard Value LP reported 940,325 shares, equal to 4.72% of portfolio, with an estimated market value of $249.1M.

What does the chart on this CRM ownership page compare?

The chart compares Starboard Value LP's quarterly CRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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