SALESFORCE INC (CRM) — Hedge Fund Ownership Q1 2026
CRM
- SALESFORCE INC (CRM) is held by 9 of 84 tracked hedge funds, with ValueAct Capital (10%) and Akre Capital Management (2%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- New position in CRM stock was initiated by Akre Capital Management (2%).
- The biggest increases in CRM holdings came from First Eagle Investment Management (+42%) and AKO Capital (+13%), highlighting conviction.
- The biggest decreases in CRM holdings came from Mairs & Power (-83%) and Weitz Investment Management (-7%), suggesting profit-taking or de-risking.
- 1 hedge fund exited CRM, led by Sound Shore Management (3%).
- Overall, hedge funds increased exposure to SALESFORCE INC (CRM) by +15% vs the prior quarter and +61% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
ValueAct Capital
|
9.79% | 3.0M | — | +3.31% | $559.0M | $186.67 | — |
| 2 |
Akre Capital Management Chuck Akre
|
2.50% | 818K | NEW | — | $152.7M | $186.67 | — |
| 3 |
First Eagle Investment Management
|
1.94% | 6.1M | +41.98% | +158.76% | $1.14B | $186.67 | — |
| 4 |
Hillman Capital Management Mark Hillman
|
1.42% | 11K | +5.38% | -23.56% | $2.0M | $186.67 | — |
| 5 |
AKO Capital
|
1.30% | 355K | +13.50% | -1.42% | $66.2M | $186.67 | — |
| 6 |
Weitz Investment Management Wallace Weitz
|
1.06% | 82K | -6.86% | -6.86% | $15.2M | $186.67 | — |
| 7 |
RV Capital
|
0.76% | 16K | +41.27% | — | $2.9M | $186.67 | — |
| 8 |
Mairs & Power
|
0.10% | 50K | -83.11% | -80.38% | $9.3M | $186.67 | — |
| 9 |
Polen Capital Management
|
0.00% | 1K | -52.93% | -85.29% | $226,859 | $186.72 | — |
| — |
Sound Shore Management Harry Burn
|
— | — | EXITED | — | — | — | — |
| 9 | Total | — | 10.5M | +14.61% | +60.61% | $1.95B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.