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NYSE · Technology

SALESFORCE INC CRM

Salesforce is the world's leading customer relationship management (CRM) software platform, providing sales, service, marketing and other cloud applications, and expanding enterprise collaboration and intelligent analysis through Slack, Tableau and AI platform Agentforce. The company is promoting the implementation of agentic AI, with steady revenue growth (FY26 revenue of US$41.5 billion, a year-on-year increase of 10%). The investment focus is on AI-driven monetization transformation (hybrid licensing and usage pricing) and the high-growth Agentforce product line.

Sources Company earnings and call materials quartr.com
Software

Company profile

Business mix

  • The core is CRM subscription and support, covering sales cloud, service cloud, marketing cloud, etc.; it extends to collaboration, analysis and integration through Slack, Tableau, MuleSoft; recently launched Agentforce and Data Cloud to strengthen AI and data-driven capabilities.
  • The revenue model is evolving from pure subscription to a hybrid "license + usage" model, and Agentforce adopts consumption-based pricing to drive higher growth and customer stickiness.

Current key questions

  • The demand for Agentic AI (such as Agentforce) has exploded, but enterprise-level implementation is still in its early stages. How to balance rapid innovation and reliability is the key.
  • Large customers are cautious in spending under the influence of macroeconomics, but AI efficiency improvements may stimulate a new round of IT budget migration, and CRM must prove ROI.
  • Large-scale buybacks (such as the $50 billion plan) and improved earnings support valuations, but attention needs to be paid to the disruption to short-term revenue from the switch from a subscription model to a consumption model.
Holders 8 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 21.55 FCF 9.64% Buyback 4.02%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 3.7% $2.8B 2026-03-31
First Eagle legacy Jean-Marie Eveillard 1.5% $1.1B 2026-03-31
ValueAct Holdings 9.8% $559.0M 2026-03-31
Akre Capital Management Chuck Akre 2.2% $134.0M 2026-03-31
Soros Fund Management George Soros 0.7% $67.4M 2026-03-31
Vulcan Value Partners C.T. Fitzpatrick 1.0% $36.7M 2026-03-31
Weitz Investment Management Wallace Weitz 1.1% $15.2M 2026-03-31
Corvex Management Keith Meister 0.1% $2.7M 2026-03-31

Recent trading changes over the last 1 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 3 Last 1 13F filing periods
Net reducers 9 Last 1 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $1.4B Estimated from net added shares
Reduction amount $2.1B Estimated from net reduced shares
Net share change / base shares -3.0% -775,036 / 26,191,995
Bridgewater Associates Ray Dalio 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$511.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,932,066 Last 1 periods -1,932,066 (-100.0%) Total shares 0 Value $0
Soros Fund Management George Soros 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -30.4% 13F value change -$70.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 519,246 Last 1 periods -157,955 (-30.4%) Total shares 361,291 Value $67.4M
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 52.4% 13F value change +$190.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 9,791,328 Last 1 periods +5,126,665 (+52.4%) Total shares 14,917,993 Value $2.8B
ValueAct Holdings 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,994,509 Last 1 periods +0 (0.0%) Total shares 2,994,509 Value $559.0M
Eminence Capital Ricky Sandler 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$276.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,042,521 Last 1 periods -1,042,521 (-100.0%) Total shares 0 Value $0
Corvex Management Keith Meister 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 14,500 Last 1 periods +0 (0.0%) Total shares 14,500 Value $2.7M
Starboard Value Jeff Smith 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$249.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 940,325 Last 1 periods -940,325 (-100.0%) Total shares 0 Value $0
Akre Capital Management Chuck Akre 1 filing periods
13F 2026-03-31 Filed 2026-05-14
New Shares - 13F value change +$134.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 1 periods +717,799 (New) Total shares 717,799 Value $134.0M
Weitz Investment Management Wallace Weitz 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -6.9% 13F value change -$8.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 87,500 Last 1 periods -6,000 (-6.9%) Total shares 81,500 Value $15.2M
Mar Vista Investment Partners 1 filing periods
13F 2026-03-31 Filed 2026-05-13
Sold out Shares -100.0% 13F value change -$19.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 74,929 Last 1 periods -74,929 (-100.0%) Total shares 0 Value $0
First Eagle legacy Jean-Marie Eveillard 1 filing periods
13F 2026-03-31 Filed 2026-05-12
Major increase Shares 42.0% 13F value change +$564,774
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 4,319,206 Last 1 periods +1,813,358 (+42.0%) Total shares 6,132,564 Value $1.1B
Vulcan Value Partners C.T. Fitzpatrick 1 filing periods
13F 2026-03-31 Filed 2026-05-11
Major reduction Shares -87.3% 13F value change -$374.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 1,549,871 Last 1 periods -1,353,068 (-87.3%) Total shares 196,803 Value $36.7M
Baillie Gifford legacy James Anderson 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Sold out Shares -100.0% 13F value change -$281.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 1,062,815 Last 1 periods -1,062,815 (-100.0%) Total shares 0 Value $0
Lone Pine Capital Stephen Mandel 1 filing periods
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$508.1M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 1,863,179 Last 1 periods -1,863,179 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.