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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
GAMC
2526
Garner Asset Management Corp
Texas
$253K
JCM
2527
Janney Capital Management
Pennsylvania
$253K -$109K -352 -27%
LCM
2528
Lattice Capital Management
Washington
$252K
YIM
2529
Yoffe Investment Management
Pennsylvania
$251K -$311 -1 -0.1%
SWMP
2530
Signature Wealth Management Partners
New Jersey
$251K -$29.9K -96 -9%
FSC
2531
Full Sail Capital
Oklahoma
$251K +$42.3K +136 +17%
LRIA
2532
Leonard Rickey Investment Advisors
Washington
$250K -$7.15K -23 -2%
SPWM
2533
Spartan Planning & Wealth Management
North Carolina
$250K -$271K -871 -48%
Fiera Capital (Canada)
2534
Fiera Capital (Canada)
Quebec, Canada
$250K +$95.2K +306 +49%
DCM
2535
DGS Capital Management
New Jersey
$249K +$23.6K +76 +9%
MBI
2536
May Barnhard Investments
Maryland
$249K
VF
2537
Vawter Financial
Ohio
$249K +$4.67K +15 +2%
CFAM
2538
Center For Asset Management
Florida
$248K -$12.1K -39 -4%
COFSG
2539
Carbahal Olsen Financial Services Group
California
$248K +$288K +925 New
FC
2540
Forte Capital
New York
$247K +$30.8K +99 +12%
AHL
2541
Abel Hall LLC
Louisiana
$246K -$61.6K -198 -18%
KRW
2542
Kaufman Rossin Wealth
Florida
$245K +$284K +914 New
SAW
2543
Signal Advisors Wealth
Michigan
$245K -$27.7K -89 -9%
RIG
2544
RiverFront Investment Group
Virginia
$244K +$75.9K +244 +37%
MAM
2545
McLean Asset Management
Virginia
$243K -$63.5K -204 -17%
C
2546
Covestor
United Kingdom
$243K -$14.6K -47 -5%
GCP
2547
Gill Capital Partners
Colorado
$243K -$622 -2 -0.2%
PP
2548
Postrock Partners
Oregon
$243K
AIMCA
2549
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$242K -$435K -1,400 -61%
CL
2550
CSS LLC
Illinois
$242K -$99.5K -320 -26%

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.