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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
PAG
2576
Poinciana Advisors Group
Florida
$230K +$267K +858 New
BFF
2577
Byrne Financial Freedom
Massachusetts
$230K
TCWM
2578
Total Clarity Wealth Management
Illinois
$229K
IFPG
2579
Intrepid Financial Planning Group
Indiana
$229K -$31.1K -100 -10%
DIP
2580
DT Investment Partners
Pennsylvania
$229K
TWA
2581
Talisman Wealth Advisors
New Jersey
$229K +$20.8K +67 +9%
LWMM
2582
Legacy Wealth Management (Mississippi)
Mississippi
$228K +$264K +850 New
ONSWM
2583
Old North State Wealth Management
North Carolina
$228K +$43.9K +141 +20%
SCM
2584
Schnieders Capital Management
California
$227K +$31.1K +100 +13%
RA
2585
Rise Advisors
New York
$227K +$16.2K +52 +7%
WSC
2586
Wellington Shields & Co
New York
$227K +$16.5K +53 +7%
PWM
2587
Puff Wealth Management
New Jersey
$227K -$5.91K -19 -2%
WDC
2588
Woodward Diversified Capital
California
$227K +$40.1K +129 +18%
CC
2589
Corton Capital
Ontario, Canada
$227K +$263K +845 New
TAM
2590
Titleist Asset Management
Texas
$226K +$262K +843 New
HWA
2591
Heritage Wealth Advisors
Virginia
$225K -$1.55K -5 -0.6%
TWPM
2592
Total Wealth Planning & Management
Florida
$225K -$3.42K -11 -1%
RIA
2593
Realta Investment Advisors
Delaware
$224K +$8.4K +27 +3%
SW
2594
SkyOak Wealth
Michigan
$224K
AWA
2595
Archvest Wealth Advisors
California
$224K -$311 -1 -0.1%
SFS
2596
Stiles Financial Services
Minnesota
$224K
CFA
2597
Cahill Financial Advisors
Minnesota
$222K +$7.15K +23 +3%
SFC
2598
Strategic Financial Concepts
Texas
$222K +$67.5K +217 +36%
MPCL
2599
My Personal CFO LLC
Washington
$222K -$1.87K -6 -0.7%
LWL
2600
Leo Wealth LLC
Texas
$221K -$1.52M -4,881 -86%

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.