FIRST MANHATTAN CO. LLC.

Position in CRM — Salesforce, Inc.

CIK 728083 NEW YORK, NY

Position in CRM

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

Position Value

$493,803,377

-$212,822,325 QoQ

Shares Held

2,645,328

-0.8% QoQ

Ownership

0.323%

of shares outstanding

% of Portfolio

2.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1.224007004046379.ToString("F0")% Shared 98.77599299595362.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

FIRST MANHATTAN CO. LLC. holds $667,333,784 across 14 Software - Application names. CRM ranks #1 (74.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	2,645,328	$493,803,377
2	BL	Blackline, Inc.	2,676,987	$99,048,519
3	UBER	Uber Technologies, Inc	630,380	$45,343,233
4	ADP	Automatic Data Processing Inc	48,465	$9,847,118
5	NATL	NCR Atleos Corp	201,195	$8,768,078
6	NOW	ServiceNow, Inc.	34,450	$3,601,747
7	LYFT	Lyft, Inc.	200,000	$2,660,000
8	SHOP	Shopify Inc.	8,661	$1,027,367

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$493,803,377	2,645,328	-0.8%	Shares	Sole	2026-05-15
2025-12-31	$706,625,702	2,667,418	+19.6%	Shares	Sole	2026-02-17
2025-09-30	$528,543,417	2,230,141	+18.8%	Shares	Sole	2025-11-14
2025-06-30	$511,968,930	1,877,476	+21.8%	Shares	Sole	2025-08-14
2025-03-31	$413,546,517	1,541,014	-1.1%	Shares	Sole	2025-05-15
2024-12-31	$521,082,057	1,558,586	+1.0%	Shares	Sole	2025-02-14
2024-09-30	$422,248,858	1,542,687	+128.4%	Shares	Sole	2024-11-14
2024-06-30	$173,617,573	675,292	+5107.0%	Shares	Sole	2024-08-15
2024-03-31	$3,906,003	12,969	+1.1%	Shares	Sole	2024-05-15
2023-12-31	$3,374,507	12,824	+2.2%	Shares	Sole	2024-02-13
2023-09-30	$2,544,280	12,547	-3.8%	Shares	Sole	2023-11-14
2023-06-30	$2,756,097	13,046	-1.7%	Shares	Sole	2023-08-14
2023-03-31	$2,651,879	13,274	+374.4%	Shares	Sole	2023-05-15
2022-12-31	$370,986	2,798	+30.7%	Shares	Sole	2023-02-14
2022-09-30	$307,817	2,140	+4.9%	Shares	Sole	2022-11-14
2022-06-30	$336,681	2,040	-1.0%	Shares	Sole	2022-08-15
2022-03-31	$437,379	2,060	-56.3%	Shares	Sole	2022-05-16
2021-12-31	$1,198,985	4,718	-14.1%	Shares	Sole	2022-02-14
2021-09-30	$1,489,269	5,491	+9.7%	Shares	Sole	2021-11-15
2021-06-30	$1,222,815	5,006	-1.4%	Shares	Sole	2021-08-16
2021-03-31	$1,075,452	5,076	-27.5%	Shares	Sole	2021-05-14
2020-12-31	$1,559,045	7,006	+299.0%	Shares	Sole	2021-02-16
2020-09-30	$441,317	1,756	+33.9%	Shares	Sole	2020-11-12
2020-06-30	$245,589	1,311	-10.9%	Shares	Sole	2020-08-14
2020-03-31	$211,938	1,472	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.