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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
CWM
2676
Cherrydale Wealth Management
New Jersey
$200K +$21.5K +69 +10%
FCT
2677
First Community Trust
Iowa
$199K
PW
2678
Pandora Wealth
Illinois
$197K +$229K +735 New
AWM
2679
Activest Wealth Management
Florida
$195K +$141K +452 +164%
WPA
2680
West Paces Advisors
Georgia
$195K
SN
2681
Sittner & Nelson
Oregon
$192K -$9.64K -31 -4%
BOJHT
2682
Bank of Jackson Hole Trust
Wyoming
$186K
BCM
2683
Blume Capital Management
California
$183K -$5.91K -19 -3%
GA
2684
GoalVest Advisory
New York
$179K -$622 -2 -0.3%
NWM
2685
Nova Wealth Management
Florida
$171K +$54.4K +175 +38%
CPG
2686
Cornerstone Planning Group
New Jersey
$167K +$102K +327 +97%
RF
2687
Rossby Financial
Florida
$163K -$84.9K -273 -31%
GC
2688
Globeflex Capital
California
$161K
PSFG
2689
Park Square Financial Group
Georgia
$161K +$9.33K +30 +5%
PWAM
2690
Private Wealth Asset Management
Iowa
$160K +$185K +596 New
DCBT
2691
Dakota Community Bank & Trust
North Dakota
$159K
CCM
2692
CAAS Capital Management
New York
$156K +$181K +583 New
SIS
2693
Sound Income Strategies
Florida
$156K +$2.49K +8 +1%
FCAS
2694
First Command Advisory Services
Texas
$154K +$12.1K +39 +7%
TF
2695
Tompkins Financial
New York
$153K
HDIM
2696
Hanson & Doremus Investment Management
Vermont
$152K
GKIM
2697
GW&K Investment Management
Massachusetts
$149K -$4.67K -15 -3%
BDL
2698
Banque de Luxembourg
Luxembourg
$148K
MWM
2699
Mascoma Wealth Management
New Hampshire
$139K
BCPWM
2700
Bradley & Co Private Wealth Management
Florida
$137K

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.