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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
ME
2776
McIlrath & Eck
Washington
$57K -$71.8K -231 -52%
BGAI
2777
Bruce G. Allen Investments
Colorado
$56.6K -$50.4K -162 -43%
CWP
2778
Clark Wealth Partners
Illinois
$56.2K +$18.4K +59 +39%
MSWA
2779
Marshall & Sterling Wealth Advisors
New York
$56.1K +$50.4K +162 +345%
SO
2780
Sierra Ocean
California
$55K +$20.5K +66 +47%
HWA
2781
HHM Wealth Advisors
Tennessee
$54.2K +$51.9K +167 +477%
AWM
2782
Ameliora Wealth Management
Switzerland
$53.7K
BIM
2783
Breakwater Investment Management
Washington
$53.7K
SC
2784
Swan Capital
Florida
$53.7K
GBA
2785
Garrison Bradford & Associates
New York
$53.7K +$62.2K +200 New
RWS
2786
Retirement Wealth Solutions
Wisconsin
$53.3K -$4.04K -13 -6%
RFG
2787
REAP Financial Group
Texas
$52.6K +$18.7K +60 +44%
BTC
2788
Bank & Trust Company
Illinois
$51K
CAC
2789
Core Alternative Capital
Georgia
$50.5K
CWM
2790
Cedar Wealth Management
California
$50.2K
T
2791
Tidemark
California
$48.8K -$5.6K -18 -9%
NEWAS
2792
N.E.W. Advisory Services
Wisconsin
$48.7K +$56.6K +182 New
PPA
2793
Pilgrim Partners Asia
Singapore
$48.3K +$56K +180 New
FWA
2794
FSC Wealth Advisors
New York
$48K +$311 +1 +0.6%
KPP
2795
Kings Path Partners
Texas
$47.2K
GJIA
2796
Glass Jacobson Investment Advisors
Maryland
$46.8K
DCM
2797
Disciplina Capital Management
Tennessee
$46.7K +$28.9K +93 +115%
VWM
2798
Vermillion Wealth Management
Minnesota
$46.3K +$31.1K +100 +139%
RCM
2799
Richardson Capital Management
Wisconsin
$46.2K +$622 +2 +1%
LFASL
2800
Lugano Financial Advisors SA (LFA)
Switzerland
$46.2K +$34.2K +110 +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.