← Top Holdings

CRMSALESFORCE INC

CUSIP: 79466L302

11

Guru Owners

$751.3M

Total Value Held

4.4M

Total Shares

$559.0M
9.79%
$134.0M
2.18%
$18.7M
0.30%
$15.2M
1.06%
$9.6M
0.31%
$9.3M
0.10%
$2.9M
0.76%
$2.0M
1.42%
$227K
0.00%
$214K
0.09%
$66K
1.30%

📊 Fundamentals

Market Cap$138.8B
P/E Ratio19.6x
Near market avg
Forward P/E10.9x
P/FCF8.4x
EPS (TTM)$8.63
Revenue (TTM)$42.8B
Profit Margin18.73%
Div Yield1.04%
Beta1.18

52-Week Range

$146.32
$276.80

Current: $169.52

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 19.6x trailing earnings → 10.9x forward · 18.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.05B$2.10B$3.15B$4.20BQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '2611 owners · $751.3M
NEWChuck Akre$134.0M
NEWChuck Akre$18.7M
REDUCEDWallace Weitz$15.2M
INCREASEDFPA Queens Road$9.6M
INCREASEDMairs & Power$9.3M
INCREASEDRobert Vinall$2.9M
INCREASEDHillman Value Fund$2.0M
REDUCEDPolen Capital$227K
INCREASEDAKO Capital$66K
SOLDBill Nygren
SOLDRay Dalio
SOLDHarry Burn
Q4 '2512 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 '2511 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
NEWRobert Vinall$2.6M
REDUCEDPolen Capital$889K
INCREASEDDan Sundheim$271K
SOLDStephen Mandel
Q2 '2510 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
REDUCEDDan Sundheim$298K
SOLDMairs & Power
Q1 '2511 owners · $1.81B
INCREASEDStephen Mandel$464.7M
REDUCEDRay Dalio$279.6M
NEWAKO Capital$96.6M
NEWBill Nygren$87.4M
INCREASEDMairs & Power$68.4M
REDUCEDWallace Weitz$23.5M
INCREASEDFPA Queens Road$10.6M
NEWHillman Value Fund$3.8M
NEWPolen Capital$2.2M
REDUCEDDan Sundheim$307K
SOLDAndreas Halvorsen
SOLDLee Ainslie
Q4 '249 owners · $2.26B
REDUCEDMason Morfit$969.1M
REDUCEDStephen Mandel$523.3M
REDUCEDAndreas Halvorsen$405.0M
INCREASEDRay Dalio$168.0M
REDUCEDMairs & Power$80.7M
REDUCEDLee Ainslie$64.6M
NEWFPA Queens Road$13.0M
NEWDan Sundheim$384K
SOLDRobert Vinall

💰 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
38.6%current: 38.6%
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 11 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