LongCRMSep 2026
Salesforce, Inc.
Diamond Hill retains a favorable view of Salesforce as an established customer-relationship-management software franchise. Strong guidance for fiscal 2027 supports a setup for…
CRM
Which hedge funds are long CRM?
7 published ideas on Salesforce, Inc. across 7 funds — 6 long and 1 short.
Salesforce hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Salesforce: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongCRMJul 2026
Salesforce, Inc.
Salesforce has been pressured by concerns that AI could disrupt established software business models. The fund reduced the holding materially during the quarter as part of its…
LongCRMJun 2026
Salesforce, Inc.
Salesforce is presented as a mature cloud CRM leader with more than $40 billion of sales, still growing while profitability has improved sharply and the balance sheet remains…
LongCRMJun 2026
Salesforce
SGA maintained Salesforce despite weak investor sentiment and uneven product performance. Strength in Sales Cloud, Service Cloud, Slack and Data Cloud is offsetting weakness in…
LongCRMJun 2026
Salesforce
SGA continues to own Salesforce despite cautious investor sentiment and growth that has recently only met guidance. Weakness in Marketing, Commerce, and Tableau has been…
LongCRMJun 2026
Salesforce, Inc.
SGA continues to own Salesforce despite reducing the position to a below-average weight after subdued operating momentum. Weakness in Marketing, Commerce, and Tableau has been…
Short theses
ShortCRMMay 2026
Salesforce
We are short Salesforce due to the accelerating competitive pressure from AI advancements, exemplified by Anthropic's recent product releases. We believe there is a widening gap…