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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
FA
3076
Fiduciary Alliance
South Carolina
-$385K -1,153 Closed
RIA
3077
Regal Investment Advisors
Michigan
-$363K -1,086 Closed
WRM
3078
Weybosset Research & Management
Rhode Island
-$359K -1,075 Closed
NICM
3079
Neo Ivy Capital Management
New York
-$359K -1,074 Closed
FF
3080
Francis Financial
-$207K -1,036 Closed
OFA
3081
Oak Family Advisors
Illinois
-$330K -988 Closed
SPW
3082
Sonoma Private Wealth
California
-$326K -976 Closed
SWG
3083
Summit Wealth Group
Vermont
-$326K -976 Closed
AA
3084
Aire Advisors
California
-$326K -975 Closed
GWP
3085
Gateway Wealth Partners
Wisconsin
-$306K -916 Closed
FFG
3086
First Financial Group
North Carolina
-$303K -905 Closed
WF
3087
Whelan Financial
California
-$295K -883 Closed
AM
3088
Account Management
Massachusetts
-$289K -865 Closed
CAM
3089
CenterStar Asset Management
Illinois
-$285K -854 Closed
CM
3090
Cercano Management
Washington
-$282K -844 Closed
WPW
3091
Warther Private Wealth
Ohio
-$282K -843 Closed
GSIS
3092
Global Strategic Investment Solutions
Arizona
-$282K -842 Closed
AG
3093
Algert Global
California
-$280K -837 Closed
IDBONY
3094
Israel Discount Bank of New York
New York
-$280K -837 Closed
MWP
3095
Meridian Wealth Partners
Pennsylvania
-$279K -834 Closed
BAM
3096
Blueshift Asset Management
New Jersey
-$273K -818 Closed
TCBWMS
3097
Texas Capital Bank Wealth Management Services
Texas
-$272K -813 Closed
HCM
3098
HMS Capital Management
Tennessee
-$265K -794 Closed
AR
3099
Apeiron RIA
Texas
-$264K -791 Closed
CBA
3100
Coastal Bridge Advisors
Connecticut
-$262K -784 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.