If you’re looking up Mason Morfit net worth, you probably saw a flashy number on a ticker and wondered how a guy who doesn't run a Silicon Valley unicorn ended up with a billion-dollar balance sheet. It’s wild. Most people think of hedge fund managers as these loud, table-thumping characters from Billions. Mason Morfit isn't that guy. He’s the "quiet" activist who somehow managed to help steer Microsoft and Salesforce while building a personal fortune that's now estimated to be north of $5 billion.
But here is the thing: that $5 billion figure you see floating around in 2026? It’s complicated.
Most of that wealth isn't sitting in a checking account. It is tied up in massive blocks of stock—specifically Microsoft, Salesforce, and Bausch Health. When you’re the CEO and Chief Investment Officer of ValueAct Capital, your "worth" is basically a mirror of the companies you've spent two decades trying to "fix."
The $5 Billion Question: Where the Money Actually Is
Right now, as we move into 2026, real-time data suggests Mason Morfit net worth is at least $5.0 billion.
But wait. If you dig into the SEC Form 4 filings, you'll see a massive chunk of that—about $4.1 billion—is attributed to his holdings in Microsoft. He owns roughly 9 million shares. Now, he hasn't been on the Microsoft board since 2017, but he held onto that stake. Smart move. Since then, Microsoft stock has basically gone to the moon under Satya Nadella’s leadership.
Then there is Salesforce. Morfit joined that board in early 2023 when everyone was screaming about tech companies being bloated. By late 2025, he was actually buying more shares. He picked up another 96,000 shares in December 2025, bringing his total stake to nearly 3 million shares. At current prices, that’s another $700 million to $800 million.
A Breakdown of the Key Holdings
- Microsoft (MSFT): ~9,012,799 shares. Value: ~$4.1 Billion.
- Salesforce (CRM): ~2,994,509 shares. Value: ~$680–$780 Million (depending on the day’s volatility).
- Bausch Health (BHC): ~18,912,243 shares. Value: ~$132 Million.
Honestly, it’s a lot of eggs in a few very large, very high-tech baskets.
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How He Actually Made It (It Wasn't Luck)
Morfit didn't start at the top. He was an equity research guy at Credit Suisse First Boston. He was focusing on managed care—basically boring health insurance stuff. Then, in 2001, he joined ValueAct Capital right at its inception. He was 25.
Think about that. While most 25-year-olds are trying to figure out how to pay rent, Morfit was learning the "ValueAct Way" from Jeff Ubben.
Their strategy was different. Instead of launching hostile takeovers and firing everyone, they’d buy a piece of a company, get a board seat, and "suggest" better ways to run things. It’s "friendly" activism. Or at least, it’s less loud.
The big breakthrough—the one that really spiked the Mason Morfit net worth trajectory—was Microsoft in 2013. ValueAct dropped $2 billion into MSFT when it was considered a "dead" stock. Morfit got on the board, Steve Ballmer stepped down, and Nadella took over. The rest is history. Morfit proved he could play in the big leagues with the tech giants, and he’s been repeating that playbook ever since.
The Salesforce Turnaround and the 2025 Surge
You've probably noticed that Morfit’s name has been everywhere lately because of Salesforce.
In early 2025, he was appointed Chair of the Salesforce Compensation Committee. This is a huge deal. He basically became the guy in charge of how Marc Benioff and the rest of the execs get paid. He even waived his own standard $375,000 RSU (stock) grant for fiscal year 2025.
Why would someone turn down nearly $400k in free stock?
Because he already owns millions of shares. He’s betting on the "upside." By signaling to the market that he doesn't need "free" money, he builds trust with other shareholders. When the stock goes up because of his governance changes, his existing $700 million stake grows way more than a small grant ever would. It's a high-stakes game of confidence.
Life Outside the Boardroom
It’s not all spreadsheets and proxy fights. Morfit’s personal life often hits the headlines too, mostly because he’s married to actress Jordana Brewster (you know her from the Fast & Furious movies).
They got married in 2022. While Brewster has her own successful career and wealth, their combined "power couple" status has definitely put Morfit in the "celebrity" business category.
They live in a world of high-end real estate and philanthropic circles. Morfit serves on the board of the Tipping Point Community, which works on poverty in the Bay Area, and he’s been involved with the Mason and Anna Morfit Foundation (though his marital status has obviously changed since that was established).
What Most People Get Wrong
People see "activist investor" and think "corporate raider."
But if you listen to Morfit’s lectures at Stanford or Berkeley, he talks about "fact-based analysis." He’s a CFA charterholder. He’s a Princeton grad. He’s more of a math nerd than a shark.
The common misconception is that he makes money by "gutting" companies. In reality, the Mason Morfit net worth has grown because he chooses companies with huge potential that are just... stuck. He’s a professional un-sticker.
Actionable Insights from the Morfit Playbook
You don't need a billion dollars to learn from how Morfit builds wealth. There are a few "Mason-isms" that work for any investor:
- Concentrated Bets: Morfit doesn't own 500 stocks. He owns a few that he understands deeply.
- Patience Pays: He held Microsoft for over a decade. Most people sell after a 20% gain. He waited for a 1,000% gain.
- Governance Matters: He doesn't just look at revenue; he looks at who is running the ship. If the leadership is bad, the money will eventually follow.
- Skin in the Game: He buys his own stock. In December 2025, he put another $25 million of his own cash into Salesforce. That’s a signal you can't ignore.
Keep an eye on his next move. Currently, ValueAct has been eyeing Meta and Rocket Companies. If Morfit starts showing up in those SEC filings, you can bet he thinks there’s a massive "unlock" coming.
Whether you love him or hate him, the guy knows how to find value where others see a mess. And that, basically, is why his net worth is what it is today.
Keep a close watch on the next 13F filings from ValueAct Capital. They usually drop every quarter and will show if he's trimming those Microsoft or Salesforce positions to fund a new "activist" project. If he starts selling MSFT in 2026, it might be the end of an era. For now, he’s still riding the wave he helped create.