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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
MAMU
3026
Myriad Asset Management US
Florida
-$1.83M -5,483 Closed
FAM
3027
Fred Alger Management
New York
-$1.76M -5,270 Closed
CPM
3028
Connective Portfolio Management
New York
-$1.73M -5,170 Closed
PCMH
3029
Polymer Capital Management (HK)
Hong Kong
-$1.69M -5,050 Closed
PCM
3030
Prelude Capital Management
New York
-$1.54M -4,606 Closed
SB
3031
SIG Brokerage
New York
-$1.4M -4,508 Closed
BWP
3032
Barlow Wealth Partners
Kentucky
-$1.43M -4,458 Closed
MIP
3033
Marietta Investment Partners
Wisconsin
-$1.46M -4,355 Closed
JE
3034
JMAC Enterprises
Pennsylvania
-$1.45M -4,322 Closed
EP
3035
Essential Planning
New Hampshire
-$1.31M -4,106 Closed
ECP
3036
Elwood Capital Partners
New York
-$1.34M -4,000 Closed
BIP
3037
Blueprint Investment Partners
North Carolina
-$1.31M -3,926 Closed
MFS
3038
Monetta Financial Services
Illinois
-$1.3M -3,900 Closed
NL
3039
NWAM LLC
Washington
-$1.26M -3,777 Closed
FTUS
3040
Flow Traders U.S.
New York
-$1.24M -3,701 Closed
HCS
3041
Himension Capital (Singapore)
Singapore
-$1.04M -3,111 Closed
CM
3042
Corvex Management
New York
-$1.01M -3,032 Closed
APGDR
3043
Absoluto Partners Gestao de Recursos
Brazil
-$965K -2,886 Closed
RL
3044
Retireful LLC
Michigan
-$946K -2,829 Closed
AIA
3045
Angeles Investment Advisors
California
-$933K -2,790 Closed
SRL
3046
Scientech Research LLC
New Jersey
-$919K -2,748 Closed
Voloridge Investment Management
3047
Voloridge Investment Management
Florida
-$872K -2,608 Closed
AWF
3048
Alpha Wealth Funds
Utah
-$869K -2,600 Closed
ORAM
3049
One River Asset Management
Connecticut
-$779K -2,319 Closed
FWM
3050
FFT Wealth Management
Pennsylvania
-$675K -2,018 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.