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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
BC
2826
Barrett & Company
Rhode Island
$29.5K
CAWM
2827
Capital A Wealth Management
Pennsylvania
$29.5K +$28K +90 +450%
1IA
2828
1620 Investment Advisors
Massachusetts
$29.4K -$18K -58 -35%
RTL
2829
Red Tortoise LLC
Georgia
$29.1K +$311 +1 +0.9%
CTWM
2830
Cherry Tree Wealth Management
Minnesota
$28.2K -$19.6K -63 -38%
LAMC
2831
Longview Asset Management (California)
California
$28.2K
GFL
2832
Granite FO LLC
New Hampshire
$27.6K
RF
2833
Robinswood Financial
Washington
$27.4K +$20.8K +67 +191%
SIS
2834
Strategic Investment Solutions
Illinois
$27.1K -$93.3K -300 -75%
CWM
2835
Crowley Wealth Management
Delaware
$26.8K -$31.1K -100 -50%
APW
2836
Atlantic Private Wealth
North Carolina
$26.8K -$622 -2 -2%
TC
2837
Tacita Capital
Ontario, Canada
$26.8K
CMA
2838
Cedar Mountain Advisors
Oregon
$26.6K -$933 -3 -3%
TC
2839
Trust Company
Kansas
$26.3K +$11.8K +38 +63%
SRCM
2840
Signature Resources Capital Management
California
$26.2K
OA
2841
Operose Advisors
Wisconsin
$25.8K
CF
2842
Collier Financial
Colorado
$25.4K +$311 +1 +1%
MA
2843
MCF Advisors
Kentucky
$25.3K -$42.6K -137 -59%
FWM
2844
FSA Wealth Management
Massachusetts
$25.1K
API
2845
Asset Planning Inc
California
$25K
RA
2846
RiverPark Advisors
New York
$24.7K +$28.6K +92 New
NI
2847
NCP Inc
California
$24.4K
CFS
2848
Compass Financial Services
Iowa
$23.9K
TCM
2849
Tradewinds Capital Management
Washington
$23.9K
PC
2850
Promus Capital
Illinois
$23.1K

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.