ValueAct 13F and CRM Stock Ownership

ValueAct 13F and CRM Stock Ownership is a significant aspect of the investment firm's activities. ValueAct's 13F filing shows they own 3.2 million shares of Salesforce (CRM) as of December 2020.

ValueAct's stake in CRM is substantial, representing a 0.3% ownership stake in the company. This investment is part of ValueAct's broader strategy of investing in technology and growth stocks.

ValueAct's investment in CRM is also notable for its timing, as it was made during a period of significant growth for the company. Salesforce's revenue grew by 24% in 2020, driven by strong demand for its cloud-based customer relationship management software.

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ValueAct Holdings is a registered investment adviser with the Securities and Exchange Commission (SEC). It has been filing SEC 13F forms since 2010.

The firm's 13F filings are viewable on the SEC's website, with the most recent filing being for the 2024 Q4 period, filed on February 14, 2025. Here's a list of its past filings:

The firm has several funds under its management, including the ValueAct Strategic Master Fund II LP and the ValueAct Japan Master Fund LP. As of 2024-03-28, the ValueAct Strategic Master Fund II LP had AUM of $76.6 million, while the ValueAct Japan Master Fund LP had AUM of $453.1 million.

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ValueAct's 13F filings reveal a lot about their investment strategies. They disclosed a stake in Microsoft in their 2020 13F filing, with a total value of over $1.1 billion.

ValueAct's investment in Microsoft is significant, given the company's market capitalization. In fact, Microsoft's market cap is over $2 trillion, making it one of the largest companies in the world.

ValueAct's focus on Microsoft is likely due to the company's strong financials, including a net income of over $44 billion in 2020. This is a testament to Microsoft's ability to generate cash and invest in its business.

ValueAct's 13F filings also reveal their investment in other companies, such as Amazon and Alphabet.

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Assets are a crucial part of financial data, providing a snapshot of what an individual or business owns.

Cash is a liquid asset, easily converted into other forms of currency, and is often considered the most liquid of all assets.

Having a steady income stream can help build cash reserves, making it easier to weather financial storms.

Assets can be tangible, like property or equipment, or intangible, like stocks or patents.

Tangible assets have a physical presence and can be seen or touched, while intangible assets exist only on paper or in digital files.

A well-diversified portfolio can help minimize risk by spreading investments across different asset classes.

Diversification can also help increase returns over time, as different assets perform well in different market conditions.

CRM stock has been a hot topic in the financial world. Salesforce, a leading CRM provider, has seen its stock price surge in recent years.

Salesforce's stock price has increased by over 500% in the past five years. This is due in part to the company's strong revenue growth and expanding customer base.

The company's revenue has grown from $3.4 billion in 2015 to over $17 billion in 2020. This represents a compound annual growth rate of over 30%.

Salesforce's strong financial performance has made it one of the largest and most successful software companies in the world. Its market capitalization has exceeded $200 billion.

The company's success is a testament to the growing demand for cloud-based CRM solutions. More and more businesses are moving their customer relationship management systems to the cloud, and Salesforce is well-positioned to capitalize on this trend.

ValueAct's investment in CRM stock has been a notable one. ValueAct operates as a highly concentrated fund with a top 10 position concentration of 97.54%.

The hedge fund first purchased CRM stock during Q4 of 2022 and has maintained its position every quarter since then. ValueAct is also a long-term investor with an average 13F holding period of 10.33 quarters or just over 2.5 years.

ValueAct's initial CRM purchase was a success, as the customer relationship management company returned over 85% in 2023.