We are live on ! Find out more
CRM icon

Salesforce

2,948 hedge funds and large institutions have $210B invested in Salesforce in 2025 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,485 increasing their positions, 991 reducing their positions, and 296 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 1,485 | Existing positions reduced: 991

24% more call options, than puts

Call options by funds: $6.08B | Put options by funds: $4.89B

0.52% more ownership

Funds ownership: 80.97%81.5% (+0.52%)

5% less funds holding

Funds holding: 3,1022,948 (-154)

20% less capital invested

Capital invested by funds: $261B → $210B (-$51.2B)

33% less first-time investments, than exits

New positions opened: 197 | Existing positions closed: 296

41% less funds holding in top 10

Funds holding in top 10: 13379 (-54)

Holders
2,948
Holders Change
-154
Holders Change %
-4.96%
% of All Funds
39.52%
Holding in Top 10
79
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-40.6%
% of All Funds
1.06%
New
197
Increased
1,485
Reduced
991
Closed
296
Calls
$6.08B
Puts
$4.89B
Net Calls
+$1.2B
Net Calls Change
+$1.25B
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
2501
Highline Wealth Partners
California
$261K -$4.35K -14 -1%
MFS
2502
Madrona Financial Services
Washington
$260K -$7.78K -25 -3%
KA
2503
KDT Advisors
New York
$260K +$11.8K +38 +4%
QFW
2504
QTR Family Wealth
Florida
$258K +$300K +963 New
OHWA
2505
Oak Hill Wealth Advisors
Virginia
$258K
VCM
2506
Vivaldi Capital Management
Illinois
$258K +$53.5K +172 +22%
ZIC
2507
ZWJ Investment Counsel
Georgia
$258K -$23.3K -75 -7%
ECM
2508
Elgethun Capital Management
South Dakota
$258K -$56.9K -183 -16%
BBNA
2509
Bremer Bank National Association
Minnesota
$258K +$9.02K +29 +3%
SG
2510
Somerset Group
Minnesota
$258K +$53.8K +173 +22%
TCM
2511
TruNorth Capital Management
Michigan
$258K +$294K +945 +6,300%
WTA
2512
Washington Trust Advisors
Massachusetts
$258K +$36.1K +116 +14%
MWA
2513
Motive Wealth Advisors
Michigan
$257K -$33.9K -109 -10%
MIA
2514
MainStreet Investment Advisors
Illinois
$257K -$53.2K -171 -15%
MWP
2515
Meriwether Wealth & Planning
Louisiana
$257K +$2.8K +9 +0.9%
FNB
2516
Farmers National Bank
Kentucky
$257K +$39.5K +127 +15%
FAG
2517
Fortitude Advisory Group
Washington
$257K -$23K -74 -7%
WSWA
2518
Warren Street Wealth Advisors
California
$257K +$18.7K +60 +7%
MCC
2519
Money Concepts Capital
Florida
$255K +$23.9K +77 +9%
F8IS
2520
Figure 8 Investment Strategies
Idaho
$255K -$77.8K -250 -21%
BMM
2521
Berkshire Money Management
Massachusetts
$254K +$11.2K +36 +4%
ACP
2522
Aveo Capital Partners
Colorado
$254K -$264K -850 -48%
BFWA
2523
Benchmark Financial Wealth Advisors
Florida
$254K +$295K +947 New
BSSFA
2524
Baron Silver Stevens Financial Advisors
Florida
$254K +$17.1K +55 +6%
MC
2525
Mirabaud & Cie
Switzerland
$254K -$12.4K -40 -4%

CRM Hedge Fund Activity: Q1 2025 in Review

2,948 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2025, worth a combined $210B — down 20% from $261B a quarter earlier.

Sellers outnumbered buyers: 296 funds closed out of CRM and 197 opened new positions — a net loss of 99 holders — while 991 trimmed existing stakes and 1,485 added.

The largest buyer was Rockefeller Capital Management, adding an estimated $1.58B. The largest seller was Fidelity Investments, cutting an estimated $1.81B.

  • 2,948 institutional investors held Salesforce (CRM) as of Q1 2025, down from 3,102 in Q4 2024.
  • Funds reported $210B of Salesforce stock for Q1 2025, down 20% quarter-over-quarter.
  • 197 funds opened new Salesforce positions in Q1 2025 and 296 closed out, a net change of -99 holders.
  • The largest Salesforce buyer in Q1 2025 was Rockefeller Capital Management, an estimated $1.58B added.
  • The largest Salesforce seller in Q1 2025 was Fidelity Investments, an estimated $1.81B sold.

Based on aggregated 13F filings for Q1 2025.