Question 1

Which hedge funds and institutional investors hold CRM?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for CRM shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for CRM whale holdings?

Accepted Answer

Conviction level reflects how significant CRM is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to CRM, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for CRM?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about CRM?

Accepted Answer

QoQ changes for CRM show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	49.0M	$9.1B	0.3%	$2896.4B
Capital World	16.7M	$3.1B	0.4%	$732.9B
Harris (Oakmark)	14.6M	$2.7B	3.6%	$75.0B
Capital Research	13.7M	$2.6B	0.4%	$644.6B
Arrowstreet	12.7M	$2.4B	1.3%	$184.8B
First Eagle	6.0M	$1.1B	1.9%	$59.0B
Citadel	5.7M	$1.1B	0.2%	$618.5B
GMO	4.4M	$826.1M	2.1%	$39.1B
Citadel	4.0M	$738.3M	0.1%	$618.5B
Fisher Investments	3.9M	$726.5M	0.2%	$294.9B
Hotchkis & Wiley	3.7M	$689.6M	2.1%	$32.4B
Geode Capital	3.0M	$560.4M	0.0%	$1607.5B
ValueAct	3.0M	$559.0M	9.8%	$5.7B
Longview	1.5M	$282.5M	4.0%	$7.1B
Millennium	1.1M	$205.6M	0.1%	$240.3B
Adage Capital	1.1M	$203.4M	0.3%	$64.8B
Millennium	845.0K	$157.7M	0.1%	$240.3B
Artisan Partners	795.5K	$148.5M	0.2%	$62.3B
DE Shaw	749.9K	$140.0M	0.1%	$166.3B
Akre Capital	717.8K	$134.0M	2.2%	$6.1B
American Century	688.1K	$128.4M	0.1%	$194.3B
Mondrian	605.6K	$113.1M	1.7%	$6.7B
Tudor	559.7K	$104.5M	0.2%	$53.9B
DE Shaw	541.4K	$101.1M	0.1%	$166.3B
Select Equity	501.8K	$93.7M	0.5%	$19.5B
Tudor	379.4K	$70.8M	0.1%	$53.9B
Soros Fund	361.3K	$67.4M	0.7%	$9.1B
Point72	331.4K	$61.9M	0.1%	$78.1B
PRIMECAP	259.4K	$48.4M	0.0%	$127.0B
Vulcan Value	196.8K	$36.7M	1.0%	$3.8B
Millennium	195.3K	$36.5M	0.0%	$240.3B
Point72	189.6K	$35.4M	0.0%	$78.1B
DFA	185.5K	$34.6M	0.0%	$481.4B
DE Shaw	166.9K	$31.2M	0.0%	$166.3B
Wellington	161.6K	$30.2M	0.0%	$535.5B
Man Group	157.1K	$29.3M	0.1%	$55.1B
Man Group	157.1K	$29.3M	0.1%	$55.1B
Select Equity	149.9K	$28.0M	0.1%	$19.5B
Citadel	120.9K	$22.6M	0.0%	$618.5B
Element Capital	100.0K	$18.7M	1.8%	$1.1B
Akre Capital	100.0K	$18.7M	0.3%	$6.1B
ExodusPoint	96.6K	$18.0M	0.1%	$12.4B
BlackRock	89.5K	$16.7M	0.0%	$5723.5B
Gotham Asset	78.6K	$14.7M	0.0%	$32.7B
Man Group	77.1K	$14.4M	0.0%	$55.1B
Balyasny	65.3K	$12.2M	0.0%	$77.1B
Two Sigma	61.6K	$11.5M	0.0%	$123.9B
Marshall Wace	54.1K	$10.1M	0.0%	$100.4B
Discovery Capital	49.5K	$9.2M	0.5%	$1.9B
Two Sigma	49.2K	$9.2M	0.0%	$123.9B
Balyasny	47.6K	$8.9M	0.0%	$77.1B
Jennison	43.4K	$8.1M	0.0%	$145.4B
Marshall Wace	41.6K	$7.8M	0.0%	$100.4B
Schonfeld	38.3K	$7.2M	0.1%	$14.2B
Fidelity (FMR)	38.2K	$7.1M	0.0%	$1898.4B
William Blair	29.0K	$5.4M	0.0%	$30.3B
Balyasny	29.0K	$5.4M	0.0%	$77.1B
Schonfeld	28.0K	$5.2M	0.0%	$14.2B
AQR Capital	21.7K	$4.0M	0.0%	$218.4B
Element Capital	17.5K	$3.3M	0.3%	$1.1B
Neuberger Berman (Eisman)	17.3K	$3.2M	0.0%	$131.4B
Corvex	14.5K	$2.7M	0.1%	$2.5B
Marshall Wace	9.5K	$1.8M	0.0%	$100.4B
Winton	9.2K	$1.7M	0.1%	$2.9B
Epoch	6.7K	$1.2M	0.0%	$16.5B
ARK Invest	6.1K	$1.1M	0.0%	$12.9B
Brevan Howard	5.0K	$929K	0.0%	$11.3B
Two Sigma	4.9K	$916K	0.0%	$123.9B
Kayne Anderson	3.8K	$711K	0.0%	$34.0B
Hudson Bay	2.6K	$495K	0.0%	$29.0B
Caxton	1.5K	$277K	0.0%	$4.4B
Franklin Templeton	1.3K	$251K	0.0%	$408.3B
LSV	1.2M	$230K	0.5%	$46.4M
Polen Capital	1.2K	$227K	0.0%	$14.5B
Gabelli	1.1K	$215K	0.0%	$14.8B
Northern Trust	622	$116K	—	$756.6B
Acadian	580.7K	$108K	0.2%	$70.5M
Invesco	43	$8K	—	$653.3B

CRM

Who Holds CRM