DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP: SALESFORCE INC (CRM): Quarterly 13F Position History
As of Q1 2026, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP reported 1,561,852 shares of SALESFORCE INC (CRM), worth $291.6M and representing 13.1% of its 13F equity book. Quarter-over-quarter share count change: + 310,000 (+24.8%) . The position first appeared in Q1 2022 and has been disclosed across 17 13F-HR filings in Pactolio's tracked window.
- 1,561,852Shares Held (Latest Filing)
- $291.6MReported Market Value (Latest Filing)
- 13.1%Portfolio Weight (% of 13F Equity Book)
- +310,000Quarter-over-Quarter Share Change
- -$40.1MQuarter-over-Quarter Value Change
- 1,561,852Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 17 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,561,852 | +310,000 | +24.8% | $291.6M | 13.1% | $186.7 |
| Q4 2025 | 1,251,852 | 0 | — | $331.6M | 13.3% | $264.9 |
| Q3 2025 | 1,251,852 | +225,000 | +21.9% | $296.7M | 10.0% | $237.0 |
| Q2 2025 | 1,026,852 | 0 | — | $280.0M | 8.9% | $272.7 |
| Q1 2025 | 1,026,852 | 0 | — | $275.6M | 9.2% | $268.4 |
| Q4 2024 | 1,026,852 | 0 | — | $343.3M | 12.8% | $334.3 |
| Q3 2024 | 1,026,852 | 32,003 | -3.0% | $281.1M | 11.4% | $273.7 |
| Q2 2024 | 1,058,855 | +334,198 | +46.1% | $272.2M | 13.4% | $257.1 |
| Q1 2024 | 724,657 | 0 | — | $218.3M | 12.5% | $301.2 |
| Q4 2023 | 724,657 | 23,368 | -3.1% | $190.7M | 11.0% | $263.1 |
| Q3 2023 | 748,025 | +17,597 | +2.4% | $151.7M | 9.3% | $202.8 |
| Q2 2023 | 730,428 | +42,175 | +6.1% | $154.3M | 10.6% | $211.3 |
| Q1 2023 | 688,253 | +688,253 | — | $137.5M | 10.3% | $199.8 |
| Q4 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2022 | 0 | 688,253 | -100.0% | $0 | 0.0% | — |
| Q1 2022 | 688,253 | — | — | $137.5M | 5.0% | $199.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP first disclose a CRM position in 13F-HR filings?
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP first reported SALESFORCE INC (CRM) on its 13F-HR filing for the period ending 2022-03-31 (Q1 2022). The position has appeared on 17 reported quarters within Pactolio's tracked window.
What was DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's most recent quarter-over-quarter share-count change in CRM?
Between Q4 2025 and Q1 2026, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP added 310,000 shares of CRM (+24.8%), bringing the total reported position to 1,561,852 shares at a market value of $291.6M.
Does the implied price-per-share represent DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's cost basis in CRM?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.