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
OFO
2601
OneAscent Family Office
Alabama
$221K +$255K +821 New
AA
2602
Auxano Advisors
Washington
$221K -$3.73K -12 -1%
OPA
2603
Old Port Advisors
Maine
$221K -$14.3K -46 -5%
EAM
2604
Evanson Asset Management
California
$220K -$158K -507 -38%
HWM
2605
Hemington Wealth Management
Virginia
$220K +$3.73K +12 +1%
HAIM
2606
Hunter Associates Investment Management
Pennsylvania
$220K +$21.8K +70 +9%
ACC
2607
Acorn Creek Capital
Colorado
$220K -$32.3K -104 -11%
TWA
2608
TCI Wealth Advisors
Arizona
$220K -$252K -811 -50%
BAS
2609
Brueske Advisory Services
Washington
$220K -$6.22K -20 -2%
CCA
2610
Carrera Capital Advisors
Michigan
$219K -$6.22K -20 -2%
NCTC
2611
New Covenant Trust Company
Indiana
$219K +$1.87K +6 +0.7%
AAM
2612
Austin Asset Management
Texas
$219K +$54.4K +175 +27%
RRA
2613
Round Rock Advisors
Connecticut
$219K -$181K -583 -42%
RA
2614
Riversedge Advisors
Delaware
$218K -$376K -1,210 -60%
RWA
2615
Redhawk Wealth Advisors
Minnesota
$218K -$1.24K -4 -0.5%
WWC
2616
Waypoint Wealth Counsel
Georgia
$218K +$253K +813 New
FNWM
2617
Financial Network Wealth Management
Utah
$218K
LAS
2618
LWM Advisory Services
Florida
$218K +$3.42K +11 +1%
MSWM
2619
Mowery & Schoenfeld Wealth Management
Illinois
$218K +$12.4K +40 +5%
GEM
2620
Global Endowment Management
North Carolina
$217K -$275K -883 -52%
SAM
2621
Summit Asset Management
Tennessee
$216K +$6.22K +20 +3%
KW
2622
Keyvantage Wealth
Pennsylvania
$216K +$251K +806 New
CFP
2623
Cascade Financial Partners
California
$216K
AWG
2624
Altus Wealth Group
Colorado
$216K +$28K +90 +13%
BWM
2625
Blossom Wealth Management
California
$216K -$8.09K -26 -3%

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.