FERNBRIDGE CAPITAL MANAGEMENT LP

Position in CRM — Salesforce, Inc.

CIK 1827734 LOS ANGELES, CA

Position in CRM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$360,172,671

-$105,832,894 QoQ

Shares Held

1,929,462

+9.7% QoQ

Ownership

0.236%

of shares outstanding

% of Portfolio

23.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

FERNBRIDGE CAPITAL MANAGEMENT LP holds $903,882,707 across 4 Software - Application names. CRM ranks #1 (39.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	1,929,462	$360,172,671
2	INTU	Intuit Inc.	499,127	$215,812,532
3	PTC	Ptc Inc.	1,295,434	$184,586,390
4	WDAY	Workday, Inc.	1,103,072	$143,311,114

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$360,172,671	1,929,462	+9.7%	Shares	Sole	2026-05-15
2025-12-31	$466,005,565	1,759,109	0.0%	Shares	Sole	2026-02-17
2025-09-30	$416,908,833	1,759,109	+22.4%	Shares	Sole	2025-11-13
2025-06-30	$391,817,353	1,436,860	+97.4%	Shares	Sole	2025-08-13
2025-03-31	$195,328,241	727,859	+37.1%	Shares	Sole	2025-05-15
2024-12-31	$177,555,642	531,079	-50.5%	Shares	Sole	2025-02-14
2024-09-30	$293,532,625	1,072,422	+19.2%	Shares	Sole	2024-11-13
2024-06-30	$231,361,204	899,888	+126.9%	Shares	Sole	2024-08-13
2024-03-31	$119,465,155	396,657	-35.7%	Shares	Sole	2024-05-15
2023-12-31	$162,414,744	617,218	-20.7%	Shares	Sole	2024-02-14
2023-09-30	$157,865,446	778,506	+32.5%	Shares	Sole	2023-11-14
2023-06-30	$124,126,235	587,552	-3.6%	Shares	Sole	2023-08-11
2023-03-31	$121,790,882	609,625	-19.3%	Shares	Sole	2023-05-15
2022-12-31	$100,185,799	755,606	+78.0%	Shares	Sole	2023-02-13
2022-09-30	$61,062,669	424,518	+95.0%	Shares	Sole	2022-11-14
2022-06-30	$35,923,926	217,668	-12.9%	Shares	Sole	2022-08-12
2022-03-31	$53,029,680	249,763	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.