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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
AWM
3126
Alterna Wealth Management
Texas
-$233K -697 Closed
BBW
3127
Blue Barn Wealth
Utah
-$233K -696 Closed
SC
3128
Stance Capital
Massachusetts
-$232K -695 Closed
VP
3129
Verum Partners
North Carolina
-$232K -695 Closed
JBA
3130
Johnson Bixby & Associates
Washington
-$232K -694 Closed
RWM
3131
RKL Wealth Management
Pennsylvania
-$232K -693 Closed
CCM
3132
Chiron Capital Management
Florida
-$231K -690 Closed
RIM
3133
Rockbridge Investment Management
New York
-$231K -690 Closed
CMS
3134
Capital Market Strategies
Florida
-$230K -687 Closed
EPA
3135
Element Pointe Advisors
Florida
-$230K -687 Closed
TFF
3136
The Family Firm
Maryland
-$230K -686 Closed
TFG
3137
Taylor Financial Group
Virginia
-$229K -685 Closed
VIA
3138
Victrix Investment Advisors
Florida
-$228K -683 Closed
ABC
3139
Associated Banc-Corp
Wisconsin
-$228K -681 Closed
WJA
3140
Willis Johnson & Associates
Texas
-$227K -678 Closed
KFA
3141
Kelleher Financial Advisors
New York
-$226K -677 Closed
MSRI
3142
Michael S. Ryan Inc
New York
-$226K -677 Closed
BFO
3143
Biltmore Family Office
North Carolina
-$226K -674 Closed
HAC
3144
Harbor Advisory Corp
New Hampshire
-$224K -671 Closed
WA
3145
Wealthstream Advisors
New York
-$224K -670 Closed
CPRC
3146
Consolidated Portfolio Review Corp
New York
-$223K -668 Closed
MFC
3147
Morris Financial Concepts
South Carolina
-$223K -667 Closed
FYW
3148
Future You Wealth
New York
-$223K -666 Closed
LFP
3149
Leeward Financial Partners
Washington
-$223K -666 Closed
M1FG
3150
Mach-1 Financial Group
Arkansas
-$223K -666 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.