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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
MFC
2876
Mechanics Financial Corp
Ohio
$13.4K
SIC
2877
SJS Investment Consulting
Ohio
$13.2K
EA
2878
Evolution Advisers
Virginia
$13K
PP
2879
PrairieView Partners
Minnesota
$13K
MAFA
2880
MJT & Associates Financial Advisory
Minnesota
$12.3K +$14.3K +46 New
NECFA
2881
New England Capital Financial Advisors
Connecticut
$12.1K
MFT
2882
Moisand Fitzgerald Tamayo
Florida
$12.1K +$9.95K +32 +246%
CMP
2883
Coston McIsaac & Partners
Maine
$12K -$933 -3 -6%
CAM
2884
Costello Asset Management
Pennsylvania
$11.8K -$7.78K -25 -36%
PAM
2885
Parvin Asset Management
South Dakota
$11.8K +$13.7K +44 New
LSV Asset Management
2886
LSV Asset Management
Illinois
$11K +$6.22K +20 +100%
FAM
2887
Flaharty Asset Management
Florida
$10.7K +$12.4K +40 New
MS
2888
Mizuho Securities
Japan
$10.7K -$46.7K -150 -79%
CB
2889
Centennial Bank
Arkansas
$10.7K
DRP
2890
Decker Retirement Planning
Utah
$10.5K -$622 -2 -5%
HC
2891
Hurley Capital
New York
$10.5K
NMG
2892
New Millennium Group
Utah
$9.66K -$1.05M -3,368 -99%
WCM
2893
WealthTrak Capital Management
Virginia
$9.66K -$1.55K -5 -12%
LWA
2894
Lowe Wealth Advisors
Maryland
$9.39K
AEPWM
2895
Atlantic Edge Private Wealth Management
Florida
$9.13K
GGI
2896
Godsey & Gibb Inc
Virginia
$9.13K
NC
2897
North Capital
Utah
$8.59K +$9.95K +32 New
TIM
2898
Tortoise Investment Management
New York
$8.32K -$50.4K -162 -84%
STB
2899
S&T Bank
Pennsylvania
$8.32K -$1.55K -5 -14%
GIM
2900
Gold Investment Management
Alberta, Canada
$8.32K

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.