Form 13F security
CRM · SALESFORCE INC
Class COM
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Tracked managers holding it
Share and principal positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| HARRIS ASSOCIATES L P — Bill Nygren — Oakmark | 2026-06-30 | $2,530M | 3.4% | SH 16,151,269 | — |
| First Eagle Investment Management, LLC | 2026-06-30 | $1,145M | 1.9% | SH 7,306,034 | — |
| Fisher Asset Management, LLC — Ken Fisher | 2026-06-30 | $600M | 0.2% | SH 3,832,253 | — |
| ValueAct Holdings, L.P. | 2026-06-30 | $469M | 8.3% | SH 2,994,509 | — |
| AKRE CAPITAL MANAGEMENT LLC | 2026-06-30 | $112M | 2.2% | SH 717,799 | — |
| GAMCO INVESTORS, INC. ET AL | 2026-06-30 | <$1M | <0.1% | SH 1,808 | — |
| PZENA INVESTMENT MANAGEMENT LLC | 2026-06-30 | <$1M | <0.1% | SH 1,502 | — |
Total $4,857M across 7 of 69 managers.
Put positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $58M | <0.1% | SH 371,300 | [PUT] |
Total $58M across 1 of 69 managers.
Call positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $68M | <0.1% | SH 434,800 | [CALL] |
| AKRE CAPITAL MANAGEMENT LLC | 2026-06-30 | $16M | 0.3% | SH 100,000 | [CALL] |
Total $84M across 2 of 69 managers.
Sums are across tracked reports, not unique economic ownership.
HARRIS ASSOCIATES L P — Combined report.
PZENA INVESTMENT MANAGEMENT LLC — Combined report.
AKRE CAPITAL MANAGEMENT LLC — Combined report.
First Eagle Investment Management, LLC — Combined report.
First Eagle Investment Management, LLC — Amended: this view reflects the filer's restatement of 2026-08-24.
ValueAct Holdings, L.P. — Combined report.
Filed rows (12) — as filed
The filer reports some securities in multiple rows; rows are shown as filed.
| Manager | Class | Put/call | Value | % of portfolio | SH/PRN qty | Source |
|---|---|---|---|---|---|---|
| HARRIS ASSOCIATES L P | COM | — | $2,489M | 3.3% | SH 15,889,877 | 0000813917-26-000042 |
| First Eagle Investment Management, LLC | COM | — | $1,127M | 1.9% | SH 7,194,203 | 0001325447-26-000033 |
| Fisher Asset Management, LLC | COM | — | $600M | 0.2% | SH 3,832,253 | 0000850529-26-000006 |
| ValueAct Holdings, L.P. | COM | — | $469M | 8.3% | SH 2,994,509 | 0001418814-26-000003 |
| AKRE CAPITAL MANAGEMENT LLC | COM | — | $112M | 2.2% | SH 717,799 | 0001112520-26-000014 |
| Point72 Asset Management, L.P. | COM | [CALL] | $68M | <0.1% | SH 434,800 | 0000919574-26-005520 |
| Point72 Asset Management, L.P. | COM | [PUT] | $58M | <0.1% | SH 371,300 | 0000919574-26-005520 |
| HARRIS ASSOCIATES L P | COM | — | $41M | <0.1% | SH 261,392 | 0000813917-26-000042 |
| First Eagle Investment Management, LLC | COM | — | $18M | <0.1% | SH 111,831 | 0001325447-26-000033 |
| AKRE CAPITAL MANAGEMENT LLC | COM | [CALL] | $16M | 0.3% | SH 100,000 | 0001112520-26-000014 |
| GAMCO INVESTORS, INC. ET AL | EQUITY | — | <$1M | <0.1% | SH 1,808 | 0001140361-26-032508 |
| PZENA INVESTMENT MANAGEMENT LLC | COM | — | <$1M | <0.1% | SH 1,502 | 0001027796-26-000049 |
Quarter-to-quarter notes
Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.
Newly reported by PZENA INVESTMENT MANAGEMENT LLC.
No longer reported by POLEN CAPITAL MANAGEMENT LLC, SOROS FUND MANAGEMENT LLC.
Changes appear only where the prior quarter's validated report exists.
Filing details
First Eagle Investment Management, LLC — Superseded filing: 13F-HR filed 2026-08-05.