Hudson Bay Capital Management’s Salesforce CRM Stock Holding History

Hudson Bay Capital Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-23,700	Closed	-$6.46M	–	1328
2025 Q2	$6.46M	Sell	23,700 -131,500	-85%	-$35.2M	0.02%	486
2025 Q1	$41.6M	Buy	+155,200	New	+$48.3M	0.13%	151
2024 Q3	–	Sell	-25,000	Closed	-$6.43M	–	908
2024 Q2	$6.43M	Buy	+25,000	New	+$6.69M	0.03%	332
2024 Q1	–	Sell	-350,000	Closed	-$92.1M	–	764
2023 Q4	$92.1M	Buy	+350,000	New	+$79.2M	0.58%	41
2023 Q3	–	Sell	-150,000	Closed	-$31.7M	–	831
2023 Q2	$31.7M	Hold	150,000	–	–	0.23%	90
2023 Q1	$30M	Buy	+150,000	New	+$25.3M	0.25%	83
2022 Q3	–	Sell	-500,000	Closed	-$82.5M	–	1250
2022 Q2	$82.5M	Buy	+500,000	New	+$88.3M	0.62%	33
2019 Q1	–	Sell	-39,300	Closed	-$5.38M	–	731
2018 Q4	$5.38M	Sell	39,300 -15,500	-28%	-$2.13M	0.07%	264
2018 Q3	$8.71M	Sell	54,800 -108,500	-66%	-$16.1M	0.11%	168
2018 Q2	$22.3M	Buy	163,300 +138,300	+553%	+$17.6M	0.31%	56
2018 Q1	$2.91M	Buy	+25,000	New	+$2.87M	0.06%	354
2017 Q1	–	Sell	-57,400	Closed	-$3.93M	–	813
2016 Q4	$3.93M	Buy	+57,400	New	+$4.17M	0.08%	232
2016 Q3	–	Sell	-21,400	Closed	-$1.7M	–	452
2016 Q2	$1.7M	Buy	+21,400	New	+$1.68M	0.05%	203

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Hudson Bay Capital Management's CRM Position: Q1 2026 in Review

Hudson Bay Capital Management opened a new position in Salesforce (CRM) in Q1 2026: 2,650 shares worth $495K. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings. This is a return to the name: Hudson Bay Capital Management previously reported a position in CRM as recently as Q3 2025.

Hudson Bay Capital Management first reported a position in CRM in Q4 2016 and has held it in 27 quarters since. The position peaked at $128M in Q4 2023. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Hudson Bay Capital Management held 2,650 shares of Salesforce worth $495K as of Q1 2026.
Salesforce was a new Hudson Bay Capital Management position in Q1 2026.
Salesforce made up ﹤0.01% of Hudson Bay Capital Management's portfolio in Q1 2026, its #980 holding.
Hudson Bay Capital Management first reported a position in Salesforce in Q4 2016 and has held it in 27 quarters since.
Hudson Bay Capital Management's Salesforce position peaked at $128M in Q4 2023.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.