FERNBRIDGE CAPITAL MANAGEMENT LP: SALESFORCE INC (CRM): Quarterly 13F Position History
As of Q1 2026, FERNBRIDGE CAPITAL MANAGEMENT LP reported 1,929,462 shares of SALESFORCE INC (CRM), worth $360.2M and representing 23.1% of its 13F equity book. Quarter-over-quarter share count change: + 170,353 (+9.7%) . The position first appeared in Q1 2022 and has been disclosed across 17 13F-HR filings in Pactolio's tracked window.
- 1,929,462Shares Held (Latest Filing)
- $360.2MReported Market Value (Latest Filing)
- 23.1%Portfolio Weight (% of 13F Equity Book)
- +170,353Quarter-over-Quarter Share Change
- -$105.8MQuarter-over-Quarter Value Change
- 1,929,462Peak 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 | 1,929,462 | +170,353 | +9.7% | $360.2M | 23.1% | $186.7 |
| Q4 2025 | 1,759,109 | 0 | — | $466.0M | 22.9% | $264.9 |
| Q3 2025 | 1,759,109 | +322,249 | +22.4% | $416.9M | 20.3% | $237.0 |
| Q2 2025 | 1,436,860 | +709,001 | +97.4% | $391.8M | 18.7% | $272.7 |
| Q1 2025 | 727,859 | +196,780 | +37.1% | $195.3M | 10.8% | $268.4 |
| Q4 2024 | 531,079 | 541,343 | -50.5% | $177.6M | 9.3% | $334.3 |
| Q3 2024 | 1,072,422 | +172,534 | +19.2% | $293.5M | 18.0% | $273.7 |
| Q2 2024 | 899,888 | +503,231 | +126.9% | $231.4M | 15.4% | $257.1 |
| Q1 2024 | 396,657 | 220,561 | -35.7% | $119.5M | 9.2% | $301.2 |
| Q4 2023 | 617,218 | 161,288 | -20.7% | $162.4M | 13.8% | $263.1 |
| Q3 2023 | 778,506 | +190,954 | +32.5% | $157.9M | 15.2% | $202.8 |
| Q2 2023 | 587,552 | 22,073 | -3.6% | $124.1M | 12.3% | $211.3 |
| Q1 2023 | 609,625 | 145,981 | -19.3% | $121.8M | 13.7% | $199.8 |
| Q4 2022 | 755,606 | +331,088 | +78.0% | $100.2M | 14.4% | $132.6 |
| Q3 2022 | 424,518 | +206,850 | +95.0% | $61.1M | 8.4% | $143.8 |
| Q2 2022 | 217,668 | 32,095 | -12.9% | $35.9M | 5.2% | $165.0 |
| Q1 2022 | 249,763 | — | — | $53.0M | 5.5% | $212.3 |
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 FERNBRIDGE CAPITAL MANAGEMENT LP first disclose a CRM position in 13F-HR filings?
FERNBRIDGE 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 FERNBRIDGE CAPITAL MANAGEMENT LP's most recent quarter-over-quarter share-count change in CRM?
Between Q4 2025 and Q1 2026, FERNBRIDGE CAPITAL MANAGEMENT LP added 170,353 shares of CRM (+9.7%), bringing the total reported position to 1,929,462 shares at a market value of $360.2M.
Does the implied price-per-share represent FERNBRIDGE 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.