JU
Jeffrey Ubben (ValueAct) disclosed reduced in SALESFORCE INC
Jeffrey Ubben (ValueAct) filed a 13F change in SALESFORCE INC (79466L302) on 2025-11-14, covering period end 2025-09-30.
Action
Reduced
Capital
$686,946,633 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
19 changes from Jeffrey Ubben (ValueAct), filed 2025-11-14 for period end 2025-09-30.
$5.9B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
77311W101 ROCKET COS INC | Increased | $277.7M | $492.2M | 4.68% |
60937P106 MONGODB INC | Increased | $222.2M | $367.2M | 3.75% |
45765U103 INSIGHT ENTERPRISES INC | Reduced | -$137.5M | $257.6M | 2.32% |
254687106 DISNEY WALT CO | Reduced | -$128.0M | $502.9M | 2.16% |
888787108 TOAST INC | New | $124.0M | $124.0M | 2.09% |
30303M102 META PLATFORMS INC | Increased | $104.4M | $564.5M | 1.76% |
79466L302 SALESFORCE INC | Reduced | -$103.4M | $686.9M | 1.74% |
771049103 ROBLOX CORP | Increased | $95.5M | $593.3M | 1.61% |
92826C839 VISA INC | Increased | $92.5M | $534.5M | 1.56% |
23135106 AMAZON COM INC | Reduced | -$81.0M | $768.6M | 1.37% |
75737F108 REDFIN CORP | Sold out | -$65.0M | $0 | 1.10% |
62482R107 MR COOPER GROUP INC | Increased | $55.7M | $190.7M | 0.94% |
30212P303 EXPEDIA GROUP INC | Sold out | -$47.0M | $0 | 0.79% |
12504L109 CBRE GROUP INC | Reduced | -$45.6M | $37.0M | 0.77% |
538034109 LIVE NATION ENTERTAINMENT IN | Reduced | -$29.2M | $104.7M | 0.49% |
12510Q100 CCC INTELLIGENT SOLUTIONS HL | Sold out | -$27.1M | $0 | 0.46% |
531229748 LIBERTY MEDIA CORP DEL | Increased | $21.2M | $162.2M | 0.36% |
531229722 LIBERTY MEDIA CORP DEL | Increased | $17.0M | $340.9M | 0.29% |
829073105 SIMPSON MFG INC | Reduced | -$16.1M | $202.3M | 0.27% |