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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
JWA
2701
JFS Wealth Advisors
Pennsylvania
$136K +$8.09K +26 +5%
AT
2702
Arlington Trust
Alabama
$136K +$130K +419 +482%
RPA
2703
Redwood Park Advisors
California
$136K +$622 +2 +0.4%
OIA
2704
Optimum Investment Advisors
Illinois
$134K
AIM
2705
Acropolis Investment Management
Missouri
$133K +$41.1K +132 +36%
PCTC
2706
Perkins Coie Trust Company
Washington
$131K +$109K +352 +261%
DMBA
2707
Deseret Mutual Benefit Administrators
Utah
$130K +$8.09K +26 +6%
FDW
2708
Fourth Dimension Wealth
Ohio
$130K
WA
2709
WPG Advisers
Maryland
$130K +$10.6K +34 +8%
VFM
2710
Vision Financial Markets
Connecticut
$128K +$52.3K +168 +54%
CSC
2711
Caldwell Sutter Capital
California
$126K +$65.6K +211 +82%
MAM
2712
Morse Asset Management
Connecticut
$126K +$134K +431 +1,134%
OC
2713
Oakworth Capital
Alabama
$125K +$7.15K +23 +5%
BIA
2714
Bell Investment Advisors
California
$124K +$622 +2 +0.4%
FFA
2715
Frazier Financial Advisors
Ohio
$121K +$10.3K +33 +8%
WAM
2716
WFA Asset Management
Wisconsin
$120K +$107K +344 +614%
FMP
2717
Financial Management Professionals
Texas
$118K +$10.6K +34 +8%
OAJ
2718
Ogorek Anthony Joseph
New York
$118K +$37K +119 +37%
GFPC
2719
Global Financial Private Client
Florida
$118K +$5.29K +17 +4%
SHIM
2720
Stone House Investment Management
Pennsylvania
$117K +$136K +437 New
AAG
2721
Armstrong Advisory Group
Massachusetts
$115K
IHWM
2722
Iron Horse Wealth Management
Iowa
$113K +$52.9K +170 +67%
FIM
2723
FWL Investment Management
Texas
$113K +$3.73K +12 +3%
AP
2724
Atwood & Palmer
Missouri
$110K +$8.71K +28 +7%
CHC
2725
City Holding Co
West Virginia
$109K +$16.8K +54 +15%

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.