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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
GWM
2901
Graybill Wealth Management
Illinois
$8.05K +$9.33K +30 New
WW
2902
Winnow Wealth
Texas
$7.88K +$3.11K +10 +50%
CWA
2903
Carolina Wealth Advisors
South Carolina
$7.78K
APM
2904
a16z Perennial Management
California
$7.51K
DWM
2905
Darwin Wealth Management
Florida
$7.02K
TCM
2906
TD Capital Management
Tennessee
$7K
BG
2907
Bollard Group
Massachusetts
$7K
PPA
2908
Painted Porch Advisors
California
$6.71K +$3.11K +10 +67%
CJH
2909
Christopher J. Hasenberg
Wisconsin
$6.49K
MWM
2910
MorganRosel Wealth Management
Colorado
$6.44K +$7.46K +24 New
JGIA
2911
Jackson Grant Investment Advisers
Connecticut
$5.9K
RAM
2912
Riggs Asset Management
Pennsylvania
$5.64K
PS
2913
PayPay Securities
Japan
$5.2K -$311 -1 -5%
VWWMG
2914
Vermillion & White Wealth Management Group
Pennsylvania
$5.1K -$9.95K -32 -63%
HWM
2915
HighMark Wealth Management
Minnesota
$5.1K
RBC
2916
Roble Belko & Company
Pennsylvania
$5K +$5.6K +18 New
CTB
2917
Country Trust Bank
Illinois
$4.56K
CWM
2918
Copia Wealth Management
Oregon
$4.56K +$5.29K +17 New
LAM
2919
Lummis Asset Management
Texas
$4.29K +$622 +2 +14%
PWA
2920
Principia Wealth Advisory
Texas
$4.24K -$2.8K -9 -36%
AS
2921
Altshuler Shaham
Israel
$4.03K +$4.67K +15 New
PCM
2922
Perritt Capital Management
Illinois
$3.77K +$2.8K +9 +180%
WCM
2923
Westend Capital Management
California
$3.76K
HIMS
2924
Hager Investment Management Services
New Hampshire
$3.49K -$11.8K -38 -75%
AWM
2925
Atticus Wealth Management
Florida
$3.49K

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.