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
SOMRS
251
State of Michigan Retirement System
Michigan
$69.7M +$62.2K +200 +0.1%
DPL
252
Danica Pension Livsforsikrings
$69.3M +$7.61M +24,478 +10%
SEIA
253
Signature Estate & Investment Advisors
California
$69.2M +$16.3M +52,536 +26%
Janney Montgomery Scott
254
Janney Montgomery Scott
Pennsylvania
$69M +$12.4M +39,727 +18%
MPI
255
Mairs & Power Inc
Minnesota
$68.4M +$4.19M +13,464 +6%
SLAM
256
Swiss Life Asset Management
$68.3M +$735K +2,362 +0.9%
PI
257
PineBridge Investments
New York
$68.1M +$13.8M +44,492 +21%
AAIS
258
ABN AMRO Investment Solutions
$67.7M -$23.5M -75,692 -23%
BCWM
259
Bartlett & Co Wealth Management
Ohio
$67.4M +$95.2K +306 +0.1%
SFA
260
Sequoia Financial Advisors
Ohio
$67.2M -$3.06M -9,847 -4%
Osaic Holdings
261
Osaic Holdings
Arizona
$67M -$3.55M -11,402 -4%
CF
262
Corebridge Financial
Texas
$66.6M -$3.23M -10,369 -4%
CGPCS
263
Capital Group Private Client Services
California
$66.1M +$806K +2,590 +1%
Holocene Advisors
264
Holocene Advisors
New York
$65.8M -$118M -379,827 -61%
Mirae Asset Global Investments
265
Mirae Asset Global Investments
South Korea
$65.6M +$26.3M +84,620 +41%
CC
266
Chicago Capital
Illinois
$65.4M -$3.96M -12,740 -5%
GT
267
Glenmede Trust
Pennsylvania
$64.3M +$195K +627 +0.3%
Vontobel Holding
268
Vontobel Holding
Switzerland
$63.7M -$2.37M -7,629 -3%
LA
269
LBP AM
France
$63.4M +$1.8M +5,791 +3%
GGHC
270
Gilder Gagnon Howe & Co
New York
$63.3M -$753K -2,420 -1%
KCM
271
Kensico Capital Management
Connecticut
$63.2M -$61.1M -196,500 -45%
BCIM
272
British Columbia Investment Management
British Columbia, Canada
$62.3M +$845K +2,717 +1%
Focus Partners Wealth
273
Focus Partners Wealth
Massachusetts
$62.1M +$2.98M +9,595 +4%
CII
274
Capital International Inc
California
$62M +$3.43M +11,019 +5%
WorldQuant Millennium Advisors
275
WorldQuant Millennium Advisors
New York
$61.5M +$45.5M +146,384 +177%

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.