Recent 13F Filers Holding CRM as Beacon Capital Management, Biltmore Family Office, Sage Mountain Advisors, and Westwood Wealth Management Exit

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As of March 31, 2026, 24 hedge funds reported holding shares of Salesforce Inc (CRM), according to recent 13F filings. Notably, the aggregate share count increased by approximately 66.61%, rising from 119,938,250 shares to 199,831,400 shares over the reporting period. This growth was linked to an increased holding of 79,893,150 shares across these funds.

11 funds raised their positions in Salesforce, while 10 funds decreased theirs, with one new position added. Among the significant changes, Ontario Teachers Pension Plan Board increased its holdings by 35,254 shares, and Vulcan Value Partners reduced its position by a substantial 1,353,068 shares. Several funds, including Beacon Capital Management LLC, exited their holdings altogether.

This analysis reflects the evolving sentiment toward Salesforce among hedge funds, emphasizing the need to evaluate aggregate positions rather than individual fund strategies due to the limitations of 13F filings.

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