CRM
Salesforce, Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $252 | $198 | -22% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $252 | $198 | -22% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $252 | $198 | -22% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $252 | $198 | -22% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $252 | $198 | -22% |
| Soros Fund Management | Q4 2024(8Q snapshot) | 6Q | $328 | $198 | -40% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 6× in & out | Q2 2023 | Q2 2026 | → $174 | -13% |
| Renaissance Technologies | Q4 2024 | Q1 2026 | → $185 | -45% |
| Lone Pine Capital 5× in & out | Q4 2024 | Q4 2025 | → $243 | -26% |
| Point72 Asset Management 2× in & out | Q1 2025 | Q3 2025 | → $232 | -28% |
| Viking Global Investors 5× in & out | Q3 2024 | Q2 2025 | → $289 | +14% |
| Maverick Capital 4× in & out | Q3 2022 | Q2 2025 | → $289 | +53% |
| Coatue Management 7× in & out | Q1 2024 | Q4 2024 | → $328 | +15% |
| D1 Capital Partners 3× in & out | Q4 2023 | Q1 2024 | → $285 | +31% |
| Appaloosa 2× in & out | Q3 2022 | Q3 2023 | → $209 | +11% |
| Third Point 3× in & out | Q2 2023 | Q3 2023 | → $209 | +4% |
| Tiger Global | Q1 2018 | Q3 2022 | → $188 | +75% |
| Duquesne Family Office 3× in & out | Q3 2019 | Q4 2019 | → $161 | +17% |
| JANA Partners 2× in & out | Q1 2019 | Q2 2019 | → $153 | -3% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Salesforce, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 26, 2026 — the most recent Form 4 on file — not from today.
- Form 40001108524-26-000121May 26, 2026
- Form 40001108524-26-000119May 26, 2026
- Form 40001108524-26-000115May 26, 2026
- Form 40001108524-26-000113May 26, 2026
- Form 40001108524-26-000111May 26, 2026
- Form 40001108524-26-000109May 26, 2026
- Form 40001108524-26-000107May 26, 2026
- Form 40001108524-26-000105May 26, 2026
- Form 40001108524-26-000103May 26, 2026
- Form 40001108524-26-000101May 26, 2026
- Form 40001108524-26-000099May 26, 2026
- Form 40001108524-26-000097May 26, 2026
- Form 40001108524-26-000092Apr 23, 2026
- Form 40001108524-26-000090Apr 23, 2026
- Form 40001108524-26-000088Apr 23, 2026
Fundamentals
XBRL · Salesforce, Inc.Annual figures sourced directly from Salesforce, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Salesforce, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 2, 2026
- 8-KMaterial eventJun 1, 2026
- 10-QQuarterly reportMay 28, 2026
- 8-KMaterial eventMay 27, 2026
- DEF 14AProxy statementApr 16, 2026
- 8-KMaterial eventMar 16, 2026
- 8-KMaterial eventMar 13, 2026
- 8-KMaterial eventMar 12, 2026
- 8-KMaterial eventMar 6, 2026
- 10-KAnnual reportMar 2, 2026
- 8-KMaterial eventFeb 25, 2026
- 10-QQuarterly reportDec 4, 2025
- 8-KMaterial eventDec 3, 2025
- 8-KMaterial eventNov 18, 2025
- 8-KMaterial eventOct 16, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q1 2025 | Q3 2025 | $324 | $232 | -28% |
| Soros Fund Management | Q4 2024 | open | $328 | $179 | -45% |
| Lone Pine Capital | Q4 2024 | Q4 2025 | $328 | $243 | -26% |
| Renaissance Technologies | Q4 2024 | Q1 2026 | $338 | $185 | -45% |
| Citadel Advisors | Q3 2024 | open | $252 | $179 | -29% |
| Two Sigma Investments | Q3 2024 | open | $252 | $179 | -29% |
| Viking Global Investors | Q3 2024 | Q2 2025 | $252 | $289 | +14% |
| D.E. Shaw | Q3 2024 | open | $252 | $179 | -29% |
| AQR Capital Management | Q3 2024 | open | $252 | $179 | -29% |
| Millennium Management | Q3 2024 | open | $252 | $179 | -29% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $252 | $328 | +30% |
| Coatue Management | Q1 2024 | Q4 2024 | $285 | $328 | +15% |
| D1 Capital Partners | Q4 2023 | Q1 2024 | $218 | $285 | +31% |
| Third Point | Q2 2023 | Q3 2023 | $200 | $209 | +4% |
| Coatue Management | Q2 2023 | Q3 2023 | $200 | $209 | +4% |
| D1 Capital Partners | Q2 2023 | Q3 2023 | $200 | $209 | +4% |
| Bridgewater Associates | Q2 2023 | Q2 2026 | $199 | $174 | -13% |
| Lone Pine Capital | Q1 2023 | Q3 2024 | $168 | $252 | +51% |
| Viking Global Investors | Q4 2022 | Q1 2023 | $156 | $168 | +7% |
| Appaloosa | Q3 2022 | Q3 2023 | $188 | $209 | +11% |
| Coatue Management | Q3 2022 | Q4 2022 | $188 | $156 | -17% |
| Maverick Capital | Q3 2022 | Q2 2025 | $188 | $289 | +53% |
| Maverick Capital | Q3 2021 | Q1 2022 | $246 | $203 | -17% |
| Bridgewater Associates | Q3 2021 | Q1 2022 | $248 | $203 | -18% |
| Lone Pine Capital | Q3 2020 | Q4 2020 | $191 | $246 | +29% |
| Maverick Capital | Q2 2020 | Q1 2021 | $169 | $245 | +45% |
| D1 Capital Partners | Q4 2019 | Q2 2020 | $161 | $169 | +5% |
| Viking Global Investors | Q3 2019 | Q4 2020 | $138 | $246 | +79% |
| Duquesne Family Office | Q3 2019 | Q4 2019 | $138 | $161 | +17% |
| Appaloosa | Q2 2019 | Q3 2021 | $153 | $246 | +61% |
| Lone Pine Capital | Q1 2019 | Q2 2020 | $157 | $169 | +7% |
| JANA Partners | Q1 2019 | Q2 2019 | $157 | $153 | -3% |
| Coatue Management | Q4 2018 | Q2 2020 | $127 | $169 | +32% |
| Bridgewater Associates | Q4 2018 | Q1 2019 | $130 | $158 | +21% |
| Third Point | Q2 2018 | Q2 2021 | $126 | $215 | +70% |
| Tiger Global | Q1 2018 | Q3 2022 | $107 | $188 | +75% |
| Lone Pine Capital | Q3 2017 | Q2 2018 | $89 | $126 | +42% |
| Coatue Management | Q3 2017 | Q1 2018 | $87 | $106 | +22% |
| Viking Global Investors | Q2 2017 | Q2 2019 | $89 | $153 | +73% |
| Duquesne Family Office | Q2 2017 | Q2 2019 | $89 | $153 | +73% |
| Third Point | Q2 2017 | Q3 2017 | $88 | $87 | -1% |
| JANA Partners | Q1 2017 | Q1 2018 | $80 | $107 | +35% |
| Bridgewater Associates | Q1 2017 | Q2 2018 | $79 | $126 | +59% |
| Viking Global Investors | Q4 2016 | Q1 2017 | $72 | $80 | +11% |
| Duquesne Family Office | Q3 2016 | Q4 2016 | $78 | $72 | -8% |
| Coatue Management | Q3 2015 | Q4 2015 | $72 | $75 | +4% |
| Bridgewater Associates | Q3 2015 | Q3 2016 | $71 | $79 | +12% |
| Coatue Management | Q3 2014 | Q4 2014 | $53 | $63 | +19% |
| Bridgewater Associates | Q2 2014 | Q2 2015 | $51 | $72 | +40% |
| Maverick Capital | Q3 2013 | Q4 2013 | $44 | $56 | +28% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.