9
CRM
SALESFORCE INC · Information Technology
Consensus score 9/100 · #55 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-07-10
vs 50-day avg
-5.5%
21-day momentum
-6.9%
recent volume
0.80×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-18.1%
30-wk MA slope
-5.2%
rel. strength
-22.1
52-wk range
13%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
4
tracked managers
New this Q
1
opened a position
Avg weight
3.3%
of their portfolios
Combined value
$759M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| ValueAct Capital Concentrated | 9.8% | $559M | HOLD |
| Akre Capital Quality compounder | 2.2% | $134M | NEW |
| AKO Capital Concentrated | 1.3% | $66M | ADD |
| Polen Capital Quality growth | 0.0% | $227K | TRIM |
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.