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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
WOC
2926
West Oak Capital
California
$3.3K -$82.4K -265 -18%
ACM
2927
Anfield Capital Management
California
$3.22K
OSNBOA
2928
Old Second National Bank of Aurora
Illinois
$3.22K
SC
2929
Stephens Consulting
Michigan
$2.68K -$32.7K -105 -91%
1NWS
2930
1 North Wealth Services
Maryland
$2.68K +$3.11K +10 New
JFG
2931
JDM Financial Group
Texas
$2.42K
TLCM
2932
Twin Lakes Capital Management
California
$2.16K
DSC
2933
Duncker Streett & Co
Missouri
$2.15K
AAG
2934
Accordant Advisory Group
Maryland
$2.15K +$2.49K +8 New
BFS
2935
Bare Financial Services
Pennsylvania
$2.15K +$2.49K +8 New
PWM
2936
Parkworth Wealth Management
California
$1.88K -$311 -1 -13%
CW
2937
Curio Wealth
Maryland
$1.68K +$311 +1 New
ICCON
2938
Investment Counsel Company of Nevada
Nevada
$1.61K -$622 -2 -25%
DF
2939
DecisionPoint Financial
Arizona
$1.61K
BMC
2940
Bear Mountain Capital
Washington
$1.34K +$1.24K +4 +400%
SWC
2941
Spectrum Wealth Counsel
Indiana
$1.07K
IA
2942
IFS Advisors
Kansas
$1.07K +$311 +1 +33%
BDPWM
2943
Barnes Dennig Private Wealth Management
Ohio
$805 +$933 +3 New
IWM
2944
Inlight Wealth Management
Georgia
$805 +$933 +3 New
PPWM
2945
PFG Private Wealth Management
Florida
$675 +$933 +3 New
IWM
2946
IMG Wealth Management
Florida
$537
HIA
2947
HFM Investment Advisors
New Jersey
$537 +$622 +2 New
RJA
2948
Ross\Johnson & Associates
Minnesota
$537 +$622 +2 New
KHC
2949
Koesten Hirschmann & Crabtree
Kansas
$270 -$12.4K -40 -98%
Viking Global Investors
2950
Viking Global Investors
Connecticut
-$405M -1,211,482 Closed

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.