Salesforce (CRM) Declined as Market Questions SaaS Resilience
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook.
Salesforce Inc. (CRM)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | First Eagle Investment Management Jean-Marie Eveillard | 7,306,034 | $1,144,563,308 | +20% | 1.91% |
| 2. | Fisher Asset Management Ken Fisher | 3,832,253 | $600,360,857 | -2% | 0.18% |
| 3. | Diamond Hill Capital Ric Dillon | 1,405,920 | $220,251,427 | -22% | 1.76% |
| 4. | Antipodes Partners Jacob Mitchell | 502,872 | $78,779,928 | +10% | 1.44% |
| 5. | Motley Fool Asset Management Bryan Hinmon | 91,732 | $14,370,735 | -16% | 0.55% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $194.59 | 2,080 | $404,746.99 | 9,530 | 2026-03-19 | Filing | |
| $194.54 | 491 | $95,519.14 | 7,450 | 2026-03-19 | Filing | |
| $194.62 | 2,570 | $500,178.28 | 13,689 | 2026-03-18 | Filing | |
| $258.64 | 1,936 | $500,722.20 | 10,677 | 2025-12-17 | Filing | |
| $260.58 | 96,000 | $25,015,680.00 | 2,994,509 | 2025-12-05 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $238.70 | 3,893 | $929,275.84 | 7,299 | 2026-01-14 | Filing | |
| $236.17 | 8,647 | $2,042,171.50 | 139,767 | 2025-12-02 | Filing | |
| $235.44 | 57,475 | $13,531,833.54 | 148,414 | 2025-12-02 | Filing | |
| $234.61 | 39,442 | $9,253,542.84 | 205,889 | 2025-12-02 | Filing | |
| $233.25 | 15,873 | $3,702,370.90 | 245,331 | 2025-12-02 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,393,386 | $844,927,855 | 0.14% | |
| 2. | 4,554,286 | $713,512,980 | 0.68% | |
| 3. | 3,875,801 | $607,183,078 | 0.2% | |
| 4. | 3,542,429 | $559,027,900 | 0.18% | |
| 5. | Imc-chicago, LlcCALL | 3,183,000 | $498,648,780 | 0.12% |
News See All
What Salesforce’s (CRM) $1.6 Billion VA Contract Signals for Its Government Cloud Strategy
Federal cloud and AI contracts are on the rise. This comes as agencies race to modernize legacy systems and improve citizen services.
Jim Cramer Said Trouble Was Brewing As Salesforce Inc. (NYSE:CRM)'s Shares Rose
Salesforce Inc. (NYSE:CRM)'s shares, like other stocks, haven't performed well in today's AI era. They are down by 30.9% over the past year and by 29.6% year-to-date.
Salesforce’s (CRM) Impact on AI Deployment in Corporate Environments
Night View Capital, an investment management firm, released its second-quarter 2026 investor letter.
Salesforce's Agentforce Bet Made It the Dow's Worst Performer. Is the Market Overreacting?
Enterprise AI agents were meant to be the breakout software offering for 2026, yet instead they've become one of the major sources of buyer distrust.
Key Catalysts Behind Salesforce's (CRM) Compelling Outlook
Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here.
Here’s Why This Fund Sold Salesforce (CRM) in Q2
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
12 Best Stocks to Buy for the AI Boom in the Second Half of 2026
Artificial intelligence continues to dominate Wall Street’s investment narrative heading into the second half of 2026.
Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play
In this article, we will discuss: Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play.
10 Best Large Cap Stocks to Buy According to Analysts
On July 4, Bruce Campbell, Founder of StoneCastle Investment Management, joined BNN Bloomberg to discuss the outlook on the markets.
Hedge Fund Resource Center