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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
CAG
2651
Cypress Advisory Group
Arizona
$206K
MWM
2652
Maridea Wealth Management
New York
$206K -$12.8K -41 -5%
JTWM
2653
Jackson Thornton Wealth Management
Alabama
$206K +$259K +832 New
QFA
2654
Quantum Financial Advisors
California
$206K +$311 +1 +0.1%
MSS
2655
Mitchell Sinkler & Starr
Pennsylvania
$205K
HFS
2656
Hughes Financial Services
Virginia
$205K +$622 +2 +0.3%
EB
2657
Exchange Bank
California
$205K
CCG
2658
Catalina Capital Group
California
$205K -$777K -2,499 -77%
AZ
2659
Alpha Zero
Florida
$204K
CAM
2660
Clark Asset Management
New Hampshire
$204K -$20.5K -66 -8%
AWM
2661
Abound Wealth Management
Tennessee
$204K -$10.6K -34 -4%
CT
2662
ClearAlpha Technologies
Connecticut
$204K +$237K +761 New
WA
2663
Wealthstar Advisors
Texas
$203K -$346K -1,112 -59%
CPC
2664
Consolidated Planning Corp
Georgia
$203K
PSF
2665
Pacific Sun Financial
California
$203K +$622 +2 +0.3%
JSC
2666
Jackson Square Capital
California
$202K -$123K -395 -34%
SLT
2667
St Louis Trust
Missouri
$202K +$234K +753 New
AC
2668
Avory & Company
Florida
$202K -$7.46K -24 -3%
CWM
2669
Challenger Wealth Management
California
$202K -$29.9K -96 -11%
RTC
2670
Riverview Trust Company
Washington
$202K -$5.6K -18 -2%
IA
2671
Intellus Advisors
Florida
$201K -$31.1K -100 -12%
WFA
2672
Wellspring Financial Advisors
Ohio
$201K -$5.29K -17 -2%
TWM
2673
Tanager Wealth Management
United Kingdom
$201K +$18.4K +59 +9%
ML
2674
McAdam LLC
Pennsylvania
$201K -$53.8K -173 -19%
MAG
2675
MRA Advisory Group
New Jersey
$200K -$4.67K -15 -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.