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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
KIG
2726
Kessler Investment Group
Indiana
$107K -$26.1K -84 -17%
FDCP
2727
Foster Dykema Cabot & Partners
Massachusetts
$107K
ACA
2728
Atlas Capital Advisors
Wyoming
$106K
BHWM
2729
Beaird Harris Wealth Management
Texas
$104K +$6.53K +21 +6%
SFGP
2730
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$104K +$5.91K +19 +5%
ACA
2731
American Capital Advisory
Idaho
$103K +$7.78K +25 +7%
EPW
2732
Evergreen Private Wealth
Colorado
$103K -$23.3K -75 -16%
PWMG
2733
Private Wealth Management Group
New Jersey
$101K +$6.22K +20 +6%
SCB
2734
Saudi Central Bank
Saudi Arabia
$101K +$117K +377 New
SWIM
2735
Smallwood Wealth Investment Management
New Jersey
$98.6K +$114K +367 New
LFA
2736
LGT Financial Advisors
Texas
$94.4K +$109K +352 New
CWM
2737
Consultiva Wealth Management
Puerto Rico
$94.2K
JAM
2738
JCIC Asset Management
Ontario, Canada
$93.1K
CTA
2739
Colonial Trust Advisors
South Carolina
$90.2K +$65K +209 +165%
SAM
2740
Sherman Asset Management
California
$89.4K
MHR
2741
Matthew Hamilton Rosenberg
$89.4K +$48.5K +156 +88%
ECM
2742
Estabrook Capital Management
New York
$88.8K
FP
2743
Financial Perspectives
Minnesota
$87.8K
BHWM
2744
Bay Harbor Wealth Management
Maryland
$86.9K +$3.11K +10 +3%
BBPWM
2745
Blue Bell Private Wealth Management
Pennsylvania
$86.7K +$10.9K +35 +12%
EPAM
2746
Evelyn Partners Asset Management
$84K
MLA
2747
MB, Levis & Associates
Pennsylvania
$83.5K
BONH
2748
Bank of New Hampshire
New Hampshire
$83.2K
UIA
2749
Ulland Investment Advisors
Minnesota
$83K
CWC
2750
Carolinas Wealth Consulting
North Carolina
$81.2K +$51.6K +166 +122%

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.