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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
AIC
2551
Archer Investment Corporation
Indiana
$241K +$47.3K +152 +20%
SICM
2552
Sustainable Insight Capital Management
New York
$241K -$781K -2,512 -74%
AWM
2553
Ariadne Wealth Management
California
$241K +$26.7K +86 +11%
ERWM
2554
Elk River Wealth Management
Colorado
$241K
MSAM
2555
Moloney Securities Asset Management
Missouri
$241K -$1.3M -4,195 -82%
HPM
2556
Hoxton Planning & Management
West Virginia
$240K -$6.22K -20 -2%
BW
2557
Blalock Williams
Alabama
$240K +$33.9K +109 +14%
VCP
2558
Verus Capital Partners
Arizona
$239K +$31.1K +100 +13%
RWM
2559
Rialto Wealth Management
New York
$239K +$3.73K +12 +1%
MSFS
2560
Main Street Financial Solutions
Pennsylvania
$238K -$278K -894 -50%
BWP
2561
BlueStem Wealth Partners
Minnesota
$238K +$2.18K +7 +0.8%
BFS
2562
Burkett Financial Services
South Carolina
$237K +$311 +1 +0.1%
HB
2563
Horizon Bancorp
Indiana
$237K -$25.2K -81 -8%
EFG
2564
Ethos Financial Group
Pennsylvania
$237K
CAI
2565
Capital Advisors Inc
Oklahoma
$234K +$27.1K +87 +11%
PJWM
2566
Philip James Wealth Mangement
Georgia
$234K +$272K +873 New
GGA
2567
Granite Group Advisors
Connecticut
$234K
RPGK
2568
Retirement Planning Group (Kansas)
Kansas
$234K +$83.7K +269 +45%
AIM
2569
Arcadia Investment Management
Michigan
$233K +$4.67K +15 +2%
AA
2570
Acorns Advisers
California
$233K +$58.8K +189 +28%
SNBOSD
2571
Security National Bank of So Dak
Iowa
$232K -$2.18K -7 -0.8%
CG
2572
CFO4Life Group
Texas
$232K +$29.2K +94 +12%
MMCM
2573
Murphy & Mullick Capital Management
New York
$231K +$32.7K +105 +14%
1WM
2574
1858 Wealth Management
Ohio
$231K -$29.9K -96 -10%
LJAC
2575
L.J. Altfest & Co
New York
$231K -$351K -1,129 -57%

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.