Exited position

Ray Dalio’s Salesforce (CRM) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2009Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares2.01MHighest verified quarter-end share count
Quarters reported32Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Salesforce in Q2 2009. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Bridgewater Associates, LP sold the entire position in Q1 2026, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2026
Sold the entire position−1.93M shares · No shares reported at quarter-end
Q4 2025
Sold 3.7% of the position−74.96K shares · 1.93M shares remained
Filing context

Quarter-end price $264.91 · Estimated holding basis $273.16

Q3 2025
Bought 22.4% more+367.43K shares · 2.01M shares reported after the change
Filing context

Quarter-end price $237.00 · Estimated holding basis $273.16

Q2 2025
Bought 57.4% more+597.71K shares · 1.64M shares reported after the change
Filing context

Quarter-end price $272.69 · Estimated holding basis $281.27

Q1 2025
Bought 107.4% more+539.47K shares · 1.04M shares reported after the change
Filing context

Quarter-end price $268.36 · Estimated holding basis $286.18

Q4 2024
Bought 85.8% more+232.01K shares · 502.43K shares reported after the change
Filing context

Quarter-end price $334.33 · Estimated holding basis $305.32

Portfolio importance

How important was Salesforce in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight1.9%Q4 2025
Last reported rank#5of 1040 reported positions
Peak portfolio weight1.9%Q4 2025
Best historical rank#5Q3 2025
At peak importanceQ4 2025
CRM
1.9%
Largest holding
11.1%
Cross-investor discovery

Who else owns Salesforce?

Also reported by 2 other tracked investors in their latest verified filings.

Chuck AkreAkre Capital Management
CRM2.2% of reported portfolio
Joel GreenblattGotham Asset Management
CRM0.1% of reported portfolio
Explore Salesforce across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$237.922026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Salesforce stock page →

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.