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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
LCM
2751
Logan Capital Management
Pennsylvania
$80.5K
HFS
2752
Horizon Financial Services
North Carolina
$80.5K +$622 +2 +0.7%
PWMG
2753
Prestige Wealth Management Group
New Jersey
$78.4K
NCM
2754
Northwest Capital Management
Oregon
$75.9K
USB
2755
Union Savings Bank
Connecticut
$74.3K +$37.9K +122 +79%
NC
2756
NewSquare Capital
Pennsylvania
$74.1K +$60.3K +194 +237%
CBT
2757
Crews Bank & Trust
Florida
$72.7K
PMFA
2758
Plante Moran Financial Advisors
Michigan
$72.2K -$8.4K -27 -9%
PWA
2759
Physician Wealth Advisors
Utah
$71.9K -$48.2K -155 -37%
FPB
2760
First PREMIER Bank
South Dakota
$71K
PWM
2761
Proathlete Wealth Management
Florida
$70.2K +$80.9K +260 New
BI
2762
Binnacle Investments
Iowa
$70K +$81.2K +261 New
FCG
2763
Financial Connections Group
California
$70K
VEA
2764
Virtus ETF Advisers
New York
$66.6K -$1.14M -3,665 -94%
SIM
2765
Studio Investment Management
Illinois
$66.3K -$653K -2,100 -89%
AW
2766
Avion Wealth
Texas
$65K
HFM
2767
Hartford Financial Management
Connecticut
$63.1K
PCFFS
2768
Pacific Center for Financial Services
California
$61.9K
CFS
2769
CGC Financial Services
Oregon
$59.8K
CAM
2770
Creekmur Asset Management
Illinois
$59.6K -$13.4K -43 -16%
1M
2771
1248 Management
Missouri
$59.6K +$69K +222 New
KWM
2772
Kiker Wealth Management
Georgia
$59.6K +$69K +222 New
NWMP
2773
Noble Wealth Management PBC
Colorado
$58.5K
DAM
2774
Delta Asset Management
Tennessee
$58.2K -$23.3K -75 -26%
WA
2775
Whipplewood Advisors
Colorado
$58.2K +$239K +769 +416%

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.