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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
SA
3151
Stewardship Advisors
Pennsylvania
-$222K -664 Closed
AWA
3152
Aletheian Wealth Advisors
Washington
-$221K -660 Closed
EA
3153
Echo45 Advisors
California
-$220K -660 Closed
VHAM
3154
Van Hulzen Asset Management
California
-$219K -656 Closed
FBC
3155
Fairfield, Bush & Co
Connecticut
-$219K -655 Closed
BOSSRA
3156
B.O.S.S. Retirement Advisors
Utah
-$219K -654 Closed
DBRC
3157
D.B. Root & Company
Pennsylvania
-$218K -653 Closed
RA
3158
Resolute Advisors
California
-$219K -653 Closed
DAS
3159
DMKC Advisory Services
Iowa
-$218K -652 Closed
MWS
3160
MFA Wealth Services
California
-$217K -651 Closed
MCM
3161
Monarch Capital Management
Indiana
-$218K -650 Closed
SC
3162
Schiavi & Co
Delaware
-$217K -648 Closed
KP
3163
Kitching Partners
Pennsylvania
-$216K -647 Closed
RWP
3164
Ridgecrest Wealth Partners
California
-$216K -647 Closed
RA
3165
Riverstone Advisors
Texas
-$216K -646 Closed
HCM
3166
Hodges Capital Management
Texas
-$216K -645 Closed
LPFG
3167
Landing Point Financial Group
Ohio
-$210K -645 Closed
UAML
3168
US Asset Management LLC
Pennsylvania
-$216K -645 Closed
DP
3169
Denver PWM
Colorado
-$215K -644 Closed
EBA
3170
Eagle Bay Advisors
New York
-$215K -643 Closed
TWM
3171
Topsail Wealth Management
North Carolina
-$215K -643 Closed
BMM
3172
Buffington Mohr McNeal
Idaho
-$215K -642 Closed
SFA
3173
Seneca Financial Advisors
New York
-$215K -642 Closed
NCM
3174
NCM Capital Management
New Jersey
-$214K -641 Closed
TA
3175
Townsend & Associates
Colorado
-$209K -639 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.