← Top Holdings

CRMSALESFORCE INC

CUSIP: 79466L302

🔥 Bought by 4 superinvestors this quarter

10

Guru Owners

$4.20B

Total Value Held

15.9M

Total Shares

$2.59B
3.28%
$793.3M
11.29%
$511.8M
1.87%
$100.3M
3.19%
$82.8M
1.26%
$78.4M
0.75%
$23.2M
1.37%
$12.8M
0.42%
$2.8M
1.73%
$684K
0.00%

📊 Fundamentals

Market Cap$171.9B
P/E Ratio23.9x
Near market avg
Forward P/E12.5x
P/FCF10.5x
EPS (TTM)$7.80
Revenue (TTM)$41.5B
Profit Margin17.96%
Div Yield0.94%
Beta1.29

52-Week Range

$163.52
$296.05

Current: $186.27

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 23.9x trailing earnings → 12.5x forward · 18.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.05B$2.10B$3.15B$4.20BQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '2510 owners · $4.20B
INCREASEDBill Nygren$2.59B
INCREASEDMason Morfit$793.3M
REDUCEDRay Dalio$511.8M
NEWHarry Burn$100.3M
REDUCEDAKO Capital$82.8M
INCREASEDMairs & Power$78.4M
INCREASEDFPA Queens Road$12.8M
REDUCEDHillman Value Fund$2.8M
REDUCEDPolen Capital$684K
Q3 '259 owners · $3.02B
INCREASEDBill Nygren$1.67B
INCREASEDRay Dalio$475.7M
REDUCEDAKO Capital$77.3M
NEWMairs & Power$69.9M
INCREASEDFPA Queens Road$10.8M
INCREASEDHillman Value Fund$2.9M
REDUCEDPolen Capital$889K
SOLDStephen Mandel
Q2 '259 owners · $2.73B
REDUCEDBill Nygren$816.0M
INCREASEDStephen Mandel$508.1M
INCREASEDRay Dalio$447.1M
INCREASEDAKO Capital$128.0M
INCREASEDFPA Queens Road$11.5M
REDUCEDHillman Value Fund$3.3M
REDUCEDPolen Capital$1.4M
Q1 '259 owners · $1.75B
INCREASEDStephen Mandel$464.7M
REDUCEDRay Dalio$279.6M
NEWAKO Capital$96.6M
NEWBill Nygren$87.4M
REDUCEDWallace Weitz$23.5M
NEWFPA Queens Road$10.6M
NEWHillman Value Fund$3.8M
NEWPolen Capital$2.2M
SOLDAndreas Halvorsen
SOLDLee Ainslie
Q4 '246 owners · $2.16B
REDUCEDMason Morfit$969.1M
REDUCEDStephen Mandel$523.3M
REDUCEDAndreas Halvorsen$405.0M
INCREASEDRay Dalio$168.0M
REDUCEDLee Ainslie$64.6M
Q3 '246 owners · $2.03B
NEWStephen Mandel$639.9M
INCREASEDAndreas Halvorsen$149.0M
REDUCEDRay Dalio$74.0M
REDUCEDLee Ainslie$73.9M
SOLDPhilippe Laffont

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
10%analyst est. 9.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
39.4%current: 39.4%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

CRM: Held by 10 superinvestors · 50 congress member trades

BUYDavid TaylorR
$1,001 - $15,0002026-01-29
BUYMarkwayne MullinR
$15,001 - $50,0002025-12-29
SELLJulia LetlowR
$1,001 - $15,0002025-12-16
SELLJohn BoozmanR
$1,001 - $15,0002025-11-13
BUYRo KhannaD
$1,001 - $15,0002025-11-10
BUYRo KhannaD
$1,001 - $15,0002025-11-03
BUYTony WiedR
$100,001 - $250,0002025-10-27
BUYRo KhannaD
$15,001 - $50,0002025-10-07
SELLRo KhannaD
$15,001 - $50,0002025-08-26
BUYDavid TaylorR
$1,001 - $15,0002025-08-07
SELLRo KhannaD
$1,001 - $15,0002025-08-04
BUYJulia LetlowR
$1,001 - $15,0002025-07-25
SELLLisa McClainR
$1,001 - $15,0002025-07-16
SELLRitchie TorresD
$1,001 - $15,0002025-07-11
SELLJames ComerR
$1,001 - $15,0002025-07-03
BUYVal HoyleD
$1,001 - $15,0002025-06-26
BUYLisa McClainR
$1,001 - $15,0002025-06-17
BUYDavid TaylorR
$1,001 - $15,0002025-06-11
SELLJosh GottheimerD
$1,001 - $15,0002025-06-04
BUYJosh GottheimerD
$1,001 - $15,0002025-05-22
CRM Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker