Junto Capital Management Boosts Salesforce Stake

Investment firm increases holdings in cloud software provider by 4.7% in Q3

Mar. 16, 2026 at 11:51am by Ben Kaplan

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Junto Capital Management LP, an investment management firm, increased its stake in Salesforce Inc. (NYSE:CRM) by 4.7% during the third quarter, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 241,614 shares of the CRM provider's stock, valued at $57,263,000 at the end of the reporting period.

Why it matters

Salesforce is a leading provider of cloud-based customer relationship management (CRM) software and other enterprise applications. Institutional investors closely monitor changes in major shareholders' positions, as these can signal broader market sentiment and future performance expectations for the stock.

The details

According to the 13F filing, Junto Capital Management added 10,774 shares of Salesforce to its portfolio during the third quarter. The firm now holds a total of 241,614 shares, representing a 4.7% increase in its position. Salesforce's stock price has fluctuated in recent months, with shares trading between $174.57 and $296.05 over the past 52 weeks.

  • Junto Capital Management increased its Salesforce holdings during the third quarter of 2026.

The players

Junto Capital Management LP

An investment management firm that has increased its stake in Salesforce Inc.

Salesforce Inc.

A global provider of cloud-based customer relationship management (CRM) software and other enterprise applications.

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The takeaway

Junto Capital Management's increased stake in Salesforce reflects ongoing institutional investor interest in the cloud software company, which continues to be a leader in the CRM market despite recent stock price volatility.