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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
KIM
3051
Kane Investment Management
California
-$662K -1,981 Closed
FFG
3052
Floyd Financial Group
Missouri
-$599K -1,883 Closed
LWM
3053
Liberty Wealth Management
California
-$609K -1,821 Closed
ACH
3054
ArrowMark Colorado Holdings
Colorado
-$608K -1,818 Closed
WWM
3055
Waterway Wealth Management
Texas
-$607K -1,815 Closed
NAM
3056
Nutshell Asset Management
United Kingdom
-$602K -1,800 Closed
OWA
3057
One Wealth Advisors
California
-$597K -1,786 Closed
NCFG
3058
New Century Financial Group
New Jersey
-$569K -1,710 Closed
GA
3059
Guerra Advisors
Florida
-$549K -1,641 Closed
WP
3060
WMS Partners
Maryland
-$549K -1,641 Closed
TCG
3061
Transcendent Capital Group
Oklahoma
-$500K -1,496 Closed
NCM
3062
Next Capital Management
New York
-$495K -1,480 Closed
AI
3063
AdvisorShares Investments
Maryland
-$490K -1,465 Closed
BFAG
3064
Blackston Financial Advisory Group
Florida
-$484K -1,446 Closed
CFSG
3065
Community Financial Services Group
Vermont
-$460K -1,375 Closed
DO
3066
denkapparat Operations
Germany
-$445K -1,332 Closed
WTG
3067
West Tower Group
Virginia
-$435K -1,300 Closed
FC
3068
Fulcrum Capital
Washington
-$429K -1,283 Closed
SCA
3069
Sulzberger Capital Advisors
Florida
-$426K -1,275 Closed
A
3070
Argentarii
Ohio
-$419K -1,254 Closed
T
3071
TOBAM
France
-$418K -1,249 Closed
PPC
3072
Pennington Partners & Co
Maryland
-$407K -1,215 Closed
EAM
3073
Exane Asset Management
France
-$417K -1,205 Closed
SAM
3074
Synergy Asset Management
Washington
-$361K -1,178 Closed
HA
3075
Huntleigh Advisors
Missouri
-$393K -1,175 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.