CRM — SALESFORCE COM INC

Ownership history in SUMMITRY LLC · 21 quarters on record

This page tracks every 13F SEC filing in which SUMMITRY LLC reported a position in SALESFORCE COM 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

3.08% (2024 Q4)

Avg. % of fund

2.33%

First filed

2020 Q1

Last filed

2025 Q4

Quarters held

21

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	214,663	+7,843	+3.8%	2.37%	$56.9M	$264.91
2025 Q3	ADDED	206,820	+10,980	+5.6%	2.07%	$49.0M	$236.62
2025 Q2	ADDED	195,840	+6,249	+3.3%	2.42%	$53.4M	$271.78
2025 Q1	ADDED	189,591	+1,333	+0.7%	2.57%	$50.9M	$266.62

% 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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