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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
LA
3101
Latitude Advisors
Florida
-$262K -782 Closed
AFM
3102
Armstrong Fleming & Moore
District of Columbia
-$258K -773 Closed
SCM
3103
SOL Capital Management
Maryland
-$255K -764 Closed
GFG
3104
Goldstone Financial Group
Illinois
-$253K -757 Closed
AF
3105
Affiance Financial
Minnesota
-$252K -753 Closed
AFG
3106
ABLE Financial Group
Arizona
-$250K -748 Closed
CWS
3107
Cypress Wealth Services
California
-$248K -741 Closed
KWM
3108
Keebeck Wealth Management
Illinois
-$247K -739 Closed
GIA
3109
Guyasuta Investment Advisors
Pennsylvania
-$246K -736 Closed
TA
3110
TruWealth Advisors
Louisiana
-$246K -736 Closed
PPWM
3111
Perissos Private Wealth Management
Oklahoma
-$242K -725 Closed
HC
3112
Hamilton Capital
Ohio
-$242K -724 Closed
FMN
3113
Financial Management Network
California
-$241K -723 Closed
GWM
3114
GSB Wealth Management
Connecticut
-$242K -723 Closed
TFA
3115
Tranquilli Financial Advisor
New Jersey
-$241K -720 Closed
CWM
3116
CCG Wealth Management
California
-$240K -717 Closed
MWM
3117
MinichMacGregor Wealth Management
New York
-$240K -717 Closed
PRTG
3118
Post Resch Tallon Group
New York
-$236K -714 Closed
BL
3119
Balentine LLC
Georgia
-$237K -710 Closed
BPC
3120
Bearing Point Capital
Minnesota
-$237K -710 Closed
AIM
3121
Athena Investment Management
California
-$236K -705 Closed
GP
3122
Guardian Partners
Canada
-$230K -705 Closed
GSWM
3123
Greenup Street Wealth Management
Michigan
-$235K -703 Closed
GIP
3124
Greatmark Investment Partners
Georgia
-$234K -700 Closed
UWPG
3125
Ullmann Wealth Partners Group
Florida
-$234K -699 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.