SALESFORCE INC (CRM) — Hedge Fund Ownership Q4 2025
CRM
- SALESFORCE INC (CRM) is held by 9 of 81 tracked hedge funds, with ValueAct Capital (11%) and Sound Shore Management (3%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- New position in CRM stock was initiated by Sound Shore Management (3%).
- The biggest increases in CRM holdings came from First Eagle Investment Management (+17%) and ValueAct Capital (+3%), highlighting conviction.
- The biggest decreases in CRM holdings came from AKO Capital (-4%) and Hillman Capital Management (-16%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to SALESFORCE INC (CRM) by +10% vs the prior quarter and +37% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
ValueAct Capital
|
11.29% | 3.0M | +3.31% | +3.31% | $793.3M | $264.91 | — |
| 2 |
Sound Shore Management Harry Burn
|
3.19% | 379K | NEW | — | $100.3M | $264.91 | — |
| 3 |
First Eagle Investment Management
|
2.01% | 4.3M | +17.03% | +83.39% | $1.14B | $264.91 | — |
| 4 |
Hillman Capital Management Mark Hillman
|
1.73% | 10K | -15.96% | -50.86% | $2.8M | $264.91 | — |
| 5 |
Weitz Investment Management Wallace Weitz
|
1.37% | 88K | — | -7.89% | $23.2M | $264.91 | — |
| 6 |
AKO Capital
|
1.26% | 313K | -4.15% | — | $82.8M | $264.91 | — |
| 7 |
Mairs & Power
|
0.75% | 296K | +0.42% | +22.63% | $78.4M | $264.91 | — |
| 8 |
RV Capital
|
0.68% | 11K | — | — | $2.9M | $264.91 | — |
| 9 |
Polen Capital Management
|
0.00% | 3K | -31.21% | -86.82% | $683,775 | $264.93 | — |
| 9 | Total | — | 8.4M | +9.68% | +36.93% | $2.23B | — | — |
* 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.