Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SALESFORCE INC (CRM)

3K + Investors. Track Smart Money conviction in CRM. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +140
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — CRM

Based on 2714 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CRM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
2,714 hedge funds hold CRM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
114 fewer hedge funds hold CRM compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

1418 buying1396 selling
Last quarter: 1,418 funds bought or added vs 1,396 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+176 vs last Q)

new funds entering per quarter
Funds opening a new CRM position: 212 → 230 → 192 → 368. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

69% conviction (2yr+) 17% medium 13% new
1,883 out of 2,714 hedge funds have held CRM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

462 → 212 → 230 → 192 → 368 new funds/Q
New funds entering each quarter: 212 → 230 → 192 → 368. A growing number of institutions are discovering CRM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

67% veterans 13% 1-2yr 19% new
Of 2,829 current holders: 1,909 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
49 of 2714 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in CRM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CRM

How many hedge funds hold CRM — quarterly history vs. share price
Quarterly hedge fund ownership of CRM vs. share price

Market Analysis: CRM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CRM

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

234 top-rated funds 72 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
7.1
/ 10
conviction
Hedge Fund Positioning: CRM
2026 Q1 Stats Unlock in 23 days 3K + Investors

Track Smart Money conviction in CRM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2829 2699 4.82%
13F Shares 838M 788M 6.37%
Total Value $205.58B $184.06B 11.69%
New Positions 377 202 +175
Increased Positions 1190 1248 -58
Closed Positions 234 352 -118
Reduced Positions 1335 1313 +22
Total Calls 65 68 -4.41%
Total Puts 63 64 -1.56%
PUT/CALL Ratio 0.97 0.94 Neutral

Statistics: CRM

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Institutional Holders (2026 Q1)

3K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CRM. Verified SEC 13F-HR filings.

Top 25 institutional holders of CRM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Value Partners Investments Inc. 5.52% 387,196 $72.4M
2 Kessler Investment Group, LLC 4.27% 48,385 $9.0M
3 Generali Powszechne Towarzystwo Emerytalne 3.82% 115,800 $21.6M
4 NIGHTVIEW CAPITAL, LLC 3.63% 25,356 $4.7M
5 Guinness Atkinson Asset Management Inc 3.03% 32,504 $6.1M
6 PENN DAVIS MCFARLAND INC 2.84% 155,266 $29.0M
7 PKO BP BANKOWY Universal Pension Society JSC 2.62% 30,000 $5.6M
8 Bulltick Wealth Management, LLC 2.60% 62,977 $11.8M
9 Gibraltar Capital Management, Inc. 2.41% 75,060 $14.0M
10 JIA INVESTMENT ALLIANCE PTE. LTD. 2.30% 117,890 $22.0M
11 MOGY JOEL R INVESTMENT COUNSEL INC 2.27% 194,091 $36.2M
12 CONSCIOUS WEALTH INVESTMENTS, LLC 2.22% 22,472 $4.0M
13 Paragon Capital Management Ltd 2.04% 52,139 $9.7M
14 Deane Retirement Strategies, Inc. 1.96% 26,075 $4.9M
15 Eastover Investment Advisors LLC 1.95% 24,440 $4.6M
16 Torrey Growth & Income Advisors 1.91% 24,440 $4.6M
17 Morangie Management LLC 1.85% 10,774 $2.0M
18 CFC Planning Co LLC 1.83% 13,730 $2.6M
19 RBA Wealth Management, LLC 1.79% 26,601 $5.0M
20 QUATTRO FINANCIAL ADVISORS LLC 1.70% 30,088 $5.6M
21 LifePlan Financial, LLC 1.65% 11,974 $2.2M
22 Clean Yield Group 1.62% 30,792 $5.7M
23 Howard Capital Management Group, LLC 1.58% 127,785 $23.9M
24 Ahara Advisors LLC 1.57% 6,516 $1.7M
25 Williams & Novak, LLC 1.56% 11,227 $2.1M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SALESFORCE INC (CRM)

What does the Smart Money Trend signal show for CRM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CRM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CRM?

Slight buying edge — 50% buying: Last quarter: 1,418 funds bought or added vs 1,396 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CRM holders?

Elite ownership — 52% AUM from top-100 funds: 49 of 2714 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in CRM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CRM?

69% of holders stayed for 2+ years: 1,883 out of 2,714 hedge funds have held CRM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.