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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
CFM
3001
Catalyst Funds Management
Australia
-$5.25M -15,700 Closed
SWM
3002
Sendero Wealth Management
Texas
-$4.65M -13,899 Closed
FHB
3003
First Hawaiian Bank
Hawaii
-$4.46M -13,326 Closed
EA
3004
Ellsworth Advisors
Ohio
-$4.42M -13,233 Closed
GCM
3005
Gunderson Capital Management
South Carolina
-$4.01M -11,992 Closed
CAIMH
3006
Central Asset Investments & Management Holdings
Hong Kong
-$3.93M -11,750 Closed
AGA
3007
Accuvest Global Advisors
Utah
-$3.73M -11,071 Closed
RA
3008
Rational Advisors
New York
-$3.68M -11,000 Closed
SI
3009
Symmetry Investments
Jersey
-$3.65M -10,923 Closed
WAM
3010
Weiss Asset Management
Massachusetts
-$3.5M -10,457 Closed
AIM
3011
Adapt Investment Managers
Switzerland
-$3.27M -9,656 Closed
PM
3012
Parametrica Management
Hong Kong
-$3.07M -9,172 Closed
Connor, Clark & Lunn Investment Management (CC&L)
3013
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.94M -8,779 Closed
AFCM
3014
Applied Finance Capital Management
Puerto Rico
-$2.84M -8,508 Closed
WAM
3015
Worth Asset Management
Texas
-$2.81M -8,410 Closed
KJHP
3016
K.J. Harrison & Partners
Ontario, Canada
-$2.65M -8,000 Closed
WG
3017
Winton Group
United Kingdom
-$2.35M -7,040 Closed
NIP
3018
Nicholas Investment Partners
California
-$2.35M -7,031 Closed
QC
3019
Quantessence Capital
New York
-$2.35M -7,024 Closed
CFGS
3020
Concourse Financial Group Securities
Alabama
-$2.31M -6,933 Closed
UWM
3021
Udine Wealth Management
Florida
-$2.29M -6,838 Closed
BFA
3022
Brendel Financial Advisors
New Hampshire
-$2.08M -6,234 Closed
DF
3023
Donoghue Forlines
Massachusetts
-$2.01M -6,021 Closed
VAM
3024
Valliance Asset Management
Hong Kong
-$2.01M -6,000 Closed
TCM
3025
Teza Capital Management
Illinois
-$2M -5,997 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.