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CRM
Quarter 2026Q1 · SALESFORCE INC · CUSIP 79466L302
⚠️ Divergence — The three dimensions disagree — e.g. few whales piling in while most trim, or broad nibbling while whales sell. This contradiction is the signal.
Size · Holdings
$11.7B
#48 · 18 Holders
Total market value held across tracked managers.
Force · Net Flow
-$795M
#9022 · estimated
This quarter's net buying (est. Σ share change × current price).
Consensus · Breadth
+1
10▲ 9▼ · 1 New
Net-buying groups minus net-selling groups (related filers count once).

Who's adding

harris_oakmark+$957M
capital_group+$791M
citadel+$708M
first_eagle+$338M
aqr+$225M
akre+$153M
point72+$57M
diamond_hill+$50M
two_sigma+$17M
marshall_wace+$15M

Who's trimming

gamco-$127K
polen-$255K
gotham-$4M
soros-$29M
mairs_power-$46M
fisher-$72M
starboard-$249M
bridgewater-$512M
norges-$3.2B

Compiled from public SEC 13F-HR filings for a sample of 64 tracked institutions — NOT the whole market. 13F covers long US-listed equity only (no shorts, derivatives, or non-US holdings) and lags ~45 days. Net flow is estimated from share changes × current-quarter price. Institutional-behavior observation, not investment advice.