Salesforce, Inc. (CRM): A Bull Case Theory
We came across a bullish thesis on Salesforce, Inc. (CRM) on Elliot’s Musings’ Substack by Elliot. In this article we will summarize the bulls’ thesis on CRM. Salesforce, Inc.
Salesforce Inc. (CRM)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 11,962,021 | $3,075,436,031 | +11% | 1.33% |
| 2. | Harris Associates Natixis Global Asset Management | 5,009,693 | $1,287,992,018 | +62% | 2.18% |
| 3. | ValueAct Capital Jeffrey Ubben | 3,914,309 | $1,006,368,844 | +13% | 28.29% |
| 4. | 3,760,300 | $966,773,130 | +66% | 0.19% | |
| 5. | Farallon Capital Thomas Steyer | 2,946,838 | $757,632,050 | +51% | 3.57% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $243.69 | 2,051 | Director | 7,026 | 2024-06-21 | Filing | |
| $233.17 | 428,000 | Director, Other | 3,914,309 | 2024-06-03 | Filing | |
| $152.88 | 400 | Director | 104,283 | 2020-03-24 | Filing | |
| $151.34 | 100 | Director | 103,883 | 2020-03-24 | Filing | |
| $149.57 | 400 | Director | 103,783 | 2020-03-24 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $244.81 | 2,484 | Officer | 828 | 2024-09-11 | Filing | |
| $250.00 | 2,072 | Officer, Director | 117,581 | 2024-09-11 | Filing | |
| $246.79 | 104 | Officer, Director | 117,581 | 2024-09-10 | Filing | |
| $245.92 | 1,618 | Officer, Director | 117,685 | 2024-09-10 | Filing | |
| $244.99 | 844 | Officer, Director | 119,303 | 2024-09-10 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 83,626,413 | $22,005,454,317 | 0.48% | |
| 2. | 72,530,980 | $19,085,802,047 | 0.48% | |
| 3. | 46,036,727 | $12,114,104,343 | 0.58% | |
| 4. | 36,229,821 | $9,533,515,272 | 0.73% | |
| 5. | 20,182,913 | $5,310,932,380 | 0.46% |
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