13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
8

CRM

SALESFORCE INC · Information Technology

Consensus score 8/100 · #72 this quarter · tier-weighted across tracked managers

→NeutralPrice action since filingas of 2026-10-14
vs 50-day avg
+4.7%
21-day momentum
-7.7%
recent volume
0.51×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+21.6%
30-wk MA slope
+2.9%
rel. strength
-21.5
52-wk range
73%

Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
5.3%
of their portfolios
Combined value
$582M
held, at quarter-end

Who’s holding it Q2 2026, by position size

ManagerPosition sizeChange
ValueAct Capital
Concentrated
8.3%
HOLD
Akre Capital
Quality compounder
2.2%
HOLD

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.