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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
FFM
276
Fisher Funds Management
New Zealand
$61.4M +$16.5M +52,941 +30%
Nisa Investment Advisors
277
Nisa Investment Advisors
Missouri
$61.3M +$6.55M +21,049 +10%
MSE
278
MUFG Securities EMEA
United Kingdom
$61.2M +$62.2M +199,999 +714%
OIAM
279
OFI Invest Asset Management
France
$60.8M +$23.3M +74,864 +44%
Daiwa Securities Group
280
Daiwa Securities Group
Japan
$60.4M +$5.19M +16,693 +8%
BBVA
281
Banco Bilbao Vizcaya Argentaria
Spain
$60.4M +$806K +2,591 +1%
BMSSC
282
B. Metzler seel. Sohn & Co
Germany
$60.3M +$30M +96,437 +75%
FDCDDQ
283
Federation des caisses Desjardins du Quebec
Quebec, Canada
$59.8M +$8.08M +25,985 +13%
BPCE
284
Bank Pictet & Cie (Europe)
Germany
$59.6M +$7.89M +25,382 +13%
HNB
285
Huntington National Bank
Ohio
$59.2M +$8.37M +26,906 +14%
CNB
286
Czech National Bank
Czech Republic
$59M +$3.9M +12,528 +6%
AM
287
AGF Management
Ontario, Canada
$59M +$66.6M +214,146 +3,825%
COPPSERS
288
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$58.7M +$4.85M +15,580 +8%
ZIG
289
Zurich Insurance Group
Switzerland
$58.5M -$107M -344,195 -61%
CIBC World Market
290
CIBC World Market
Ontario, Canada
$58.4M -$3.55M -11,416 -5%
HC
291
Henshaw Capital
Massachusetts
$58.1M
X
292
Xponance
Pennsylvania
$57.7M +$3.55M +11,411 +6%
CIBC Asset Management
293
CIBC Asset Management
Ontario, Canada
$57.6M -$3.44M -11,060 -5%
GWMR
294
GC Wealth Management RIA
Massachusetts
$57.3M +$167K +538 +0.3%
Comerica Bank
295
Comerica Bank
Texas
$57.3M +$594K +1,910 +0.9%
NW
296
NewEdge Wealth
Pennsylvania
$56.3M -$1.41M -4,537 -2%
CLOS
297
Compagnie Lombard Odier SCmA
Switzerland
$56.3M -$1.28M -4,121 -2%
AB
298
Amalgamated Bank
New York
$56M +$837K +2,691 +1%
Retirement Systems of Alabama
299
Retirement Systems of Alabama
Alabama
$55.2M -$415K -1,333 -0.6%
DnB Asset Management
300
DnB Asset Management
Norway
$54M -$104M -334,930 -62%

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.