Salesforce, Inc. (CRM): A Bull Case Theory
We came across a bullish thesis on Salesforce, Inc. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on CRM.
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 | 4,227,039 | $1,152,671,630 | -48% | 0.46% |
| 2. | First Eagle Investment Management Jean-Marie Eveillard | 3,215,329 | $876,787,972 | +36% | 1.72% |
| 3. | Harris Associates Natixis Global Asset Management | 2,992,586 | $816,048,385 | +819% | 1.33% |
| 4. | ValueAct Capital Jeffrey Ubben | 2,898,509 | $790,394,419 | 14.12% | |
| 5. | 2,811,000 | $766,531,590 | +15% | 0.13% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $254.66 | 3,400 | $865,827.00 | 3,824 | 2025-09-09 | Filing | |
| $257.28 | 3,882 | $998,772.99 | 11,843 | 2025-04-03 | Filing | |
| $294.61 | 1,695 | $499,355.48 | 43,445 | 2025-02-28 | Filing | |
| $243.69 | 2,051 | $499,806.14 | 7,026 | 2024-06-21 | Filing | |
| $233.17 | 428,000 | $99,796,760.00 | 3,914,309 | 2024-06-03 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $242.00 | 125 | $30,250.43 | 11,911,571 | 2025-09-16 | Filing | |
| $241.36 | 112 | $27,032.16 | 11,911,696 | 2025-09-16 | Filing | |
| $239.99 | 766 | $183,829.12 | 11,911,808 | 2025-09-16 | Filing | |
| $239.30 | 1,076 | $257,491.10 | 11,912,574 | 2025-09-16 | Filing | |
| $237.90 | 171 | $40,681.07 | 11,913,650 | 2025-09-16 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 88,823,481 | $24,221,275,034 | 0.39% | |
| 2. | 81,627,988 | $22,259,136,030 | 0.42% | |
| 3. | 49,260,918 | $13,452,998,205 | 0.5% | |
| 4. | 20,873,900 | $5,669,223,994 | 0.4% | |
| 5. | 20,456,474 | $5,578,276,699 | 0.36% |
News See All
Jim Cramer Shares Important Metric For Salesforce, Inc. (CRM)'s Hypothesis
Cramer has frequently discussed Salesforce, Inc. (NYSE:CRM) this week, and most of his comments have been wistful.
Salesforce (CRM) Needs to Convince Investors About Its Moat, Says Jim Cramer
Like Adobe, Salesforce, Inc. (NYSE:CRM) is also a software-as-a-service (SaaS) stock that Jim Cramer has started to frequently discuss lately.
10 Stocks Jim Cramer Discussed As He Remained Optimistic About American Ingenuity
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer discussed a Wall Street Journal report commenting that OpenAI might find it difficult to raise capital for deals such as those with ...
Analyst Says Salesforce (CRM) an ‘Unloved’ AI Stock Amid ‘Nonsense’ Market Assumption
“Salesforce is Uber in the 60s. And Marc Benioff has been very clear. Let’s focus on free cash flow. Let’s focus on margins. Let’s focus on growth and financial stability.
13 Latest Stocks on Jim Cramer's Radar
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer discussed the latest inflation data.
10 Buzzing AI Stocks to Watch in September
Julian Emmanuel, Evercore ISI senior managing director, said in a recent program on CNBC that the AI-driven bull market will continue, but he expects a pullback in the short term.
Unisphere Sees Value in Salesforce’s Long Game
Salesforce, Inc. (NYSE:CRM) is among the undervalued wide moat stocks to buy now. Unisphere Establishment lifted its holdings in the shares of Salesforce, Inc.
Salesforce, Inc. (CRM) CEO Benioff Sells $564,422 in Shares, Exercises Options for 2,250 Shares
On August 29, 2025, Salesforce, Inc. (NYSE:CRM) Chair and CEO Marc Benioff sold shares worth $564,422 at prices ranging from $253.67 to $257.19.
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