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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
MSG
2801
Main Street Group
Virginia
$44.8K +$15.6K +50 +43%
EWP
2802
Elevation Wealth Partners
California
$44.3K
MG
2803
MilWealth Group
Wisconsin
$44.3K
GIA
2804
GHP Investment Advisors
Colorado
$44.1K -$22.1K -71 -30%
GK
2805
Graney & King
New York
$43.2K
FNWA
2806
Financial Network Wealth Advisors
Utah
$41.3K +$27.7K +89 +137%
IWP
2807
IAG Wealth Partners
Wisconsin
$40.3K
PWA
2808
Provenance Wealth Advisors
Florida
$37.8K +$36.1K +116 +464%
RWML
2809
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$37.3K -$6.53K -21 -13%
PK
2810
Pflug Koory
Nebraska
$37K
ZRP
2811
Zynergy Retirement Planning
New Jersey
$36.8K
PP
2812
Pacifica Partners
Canada
$36.7K
VWA
2813
VSM Wealth Advisory
Maryland
$36.2K
HHGA
2814
Halbert Hargrove Global Advisors
California
$34.9K +$7.78K +25 +24%
CIR
2815
Clear Investment Research
Georgia
$34.5K
PP
2816
Pingora Partners
Wyoming
$33.5K
MWA
2817
Medallion Wealth Advisors
Connecticut
$33.2K +$6.84K +22 +22%
AP
2818
Aspect Partners
Virginia
$31.9K -$311 -1 -0.8%
WTFG
2819
Wood Tarver Financial Group
Idaho
$31.7K +$3.42K +11 +10%
KSWA
2820
Kathleen S. Wright Associates
Pennsylvania
$31.4K
GCM
2821
Gables Capital Management
Florida
$31.1K
AF
2822
Abound Financial
California
$30.6K +$35.5K +114 New
CAM
2823
Chesapeake Asset Management
New York
$30.5K +$933 +3 +3%
RWM
2824
Ruedi Wealth Management
Illinois
$30.3K
CIAS
2825
CBIZ Investment Advisory Services
Ohio
$30.1K +$26.4K +85 +315%

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.