We are live on ! Find out more
CRM icon

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
DPW
2851
DiNuzzo Private Wealth
Pennsylvania
$23.1K +$622 +2 +2%
ICM
2852
Islay Capital Management
Texas
$22.8K
SC
2853
Steph & Co
Wisconsin
$22.5K +$6.53K +21 +33%
LWMI
2854
Legacy Wealth Management (Idaho)
Idaho
$22K
AWM
2855
Accredited Wealth Management
Kentucky
$21.5K
WAG
2856
Wiser Advisor Group
Arizona
$20.8K
DMKJ
2857
David M. Knott Jr
$20.7K
CI
2858
Clal Insurance
Israel
$20K +$14.6K +47 +181%
VWA
2859
Valued Wealth Advisors
Utah
$19.6K +$622 +2 +3%
Q1WB
2860
Quest 10 Wealth Builders
Virginia
$18.9K -$7.15K -23 -24%
SIM
2861
Synergy Investment Management
Florida
$18.8K +$15.6K +50 +250%
BAM
2862
Bellevue Asset Management
Washington
$18.8K
DI
2863
DAGCO Inc
Ohio
$18.2K +$21.1K +68 New
BA
2864
Bellwether Advisors
Nebraska
$16.4K
TVWM
2865
Tower View Wealth Management
Wisconsin
$16.2K -$62.5K -201 -77%
MBFW
2866
Morton Brown Family Wealth
Pennsylvania
$16.1K +$5.6K +18 +43%
CCM
2867
Cloud Capital Management
Washington
$16K +$18.7K +60 New
PP
2868
PFS Partners
New Jersey
$15.7K
MAS
2869
MPWM Advisory Solutions
Georgia
$15.3K
TWD
2870
True Wealth Design
Ohio
$14.9K +$9.02K +29 +107%
PA
2871
Pineridge Advisors
Missouri
$14.5K -$25.8K -83 -61%
PCC
2872
Park Circle Company
Maryland
$14.5K
CWM
2873
Centricity Wealth Management
Ohio
$14.2K
MCA
2874
Midwest Capital Advisors
Michigan
$14.2K
LB
2875
Legacy Bridge
Iowa
$13.4K

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.