Jeff Ubben - ValueAct Holdings,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    18
Portfolio value:    $5,712,466,529
Holdings Activity Buys Sells    History
Holding/activity history for  Salesforce.com (CRM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,994,509 9.79 $186.67 $558,984,995 SEC
2025   Q4 2,994,509 11.29 Add 3.31% 0.36 $264.91 $793,275,379 SEC
2025   Q3 2,898,509 11.59 $237.00 $686,946,633 SEC
2025   Q2 2,898,509 14.12 $272.69 $790,394,419 SEC
2025   Q1 2,898,509 16.98 $268.36 $777,843,875 SEC
2024   Q4 2,898,509 22.08 Reduce 25.95% 6.36 $334.33 $969,058,514 SEC
2024   Q3 3,914,309 24.49 $273.71 $1,071,385,516 SEC
2024   Q2 3,914,309 28.30 Add 12.28% 3.09 $257.10 $1,006,368,844 SEC
2024   Q1 3,486,309 23.11 $301.18 $1,050,006,545 SEC
2023   Q4 3,486,309 18.36 $263.14 $917,387,350 SEC
2023   Q3 3,486,309 15.88 $202.78 $706,953,739 SEC
2023   Q2 3,486,309 11.45 $211.26 $736,517,639 SEC
2023   Q1 3,486,309 11.34 Add 522.31% 9.52 $199.78 $696,494,812 SEC
2022   Q4 560,221 1.40 Buy 1.40 $132.59 $74,279,702 SEC