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
CGA
2626
Crescent Grove Advisors
Illinois
$215K -$77.4K -249 -24%
KSWWM
2627
Keyes Stange & Wooten Wealth Management
Florida
$215K -$11.2K -36 -4%
CIA
2628
Cladis Investment Advisory
Montana
$215K
CCMW
2629
Cypress Capital Management (Wyoming)
Wyoming
$215K
FRA
2630
Front Row Advisors
California
$215K
UFF
2631
USA Financial Formulas
Michigan
$214K +$13.4K +43 +6%
EFL
2632
ERn Financial LLC
Wisconsin
$214K +$4.04K +13 +2%
ACA
2633
Affinity Capital Advisors
California
$213K +$61.3K +197 +31%
LFG
2634
Lockerman Financial Group
California
$213K -$5.29K -17 -2%
PWA
2635
Prairie Wealth Advisors
Nebraska
$211K +$10.6K +34 +5%
TA
2636
Teramo Advisors
Florida
$211K +$244K +786 New
SIA
2637
SGL Investment Advisors
Montana
$211K +$4.67K +15 +2%
GFG
2638
Greenberg Financial Group
Arizona
$211K +$351K +1,128 New
LTI
2639
Laffer Tengler Investments
Tennessee
$210K
PCA
2640
Purkiss Capital Advisors
Connecticut
$210K
LWM
2641
Laidlaw Wealth Management
New York
$210K -$1.13M -3,622 -82%
RWI
2642
Red Wave Investments
Pennsylvania
$209K -$84.9K -273 -26%
RAS
2643
RPS Advisory Solutions
Kentucky
$209K -$33.6K -108 -12%
WAM
2644
Weatherly Asset Management
California
$209K -$10.9K -35 -4%
RWA
2645
Rooted Wealth Advisors
Illinois
$209K -$38.9K -125 -13%
MHWM
2646
Montz Harcus Wealth Management
Louisiana
$209K +$311 +1 +0.1%
CAL
2647
Capital Advisors Ltd
Ohio
$208K -$4.04K -13 -2%
TCM
2648
Tufton Capital Management
Maryland
$208K
VC
2649
Vestor Capital
Illinois
$207K -$12.9M -41,617 -98%
VCP
2650
Vista Capital Partners
Oregon
$206K -$3.73K -12 -2%

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.