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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
HG
3176
Harbor Group
New Hampshire
-$212K -633 Closed
SGK
3177
Steigerwald Gordon & Koch
Virginia
-$212K -633 Closed
C1AG
3178
Client 1st Advisory Group
Florida
-$211K -631 Closed
WN
3179
Williams & Novak
California
-$210K -627 Closed
FAN
3180
Financial Advisors Network
California
-$209K -626 Closed
WMWM
3181
Whitaker-Myers Wealth Managers
Ohio
-$209K -626 Closed
VAM
3182
Vienna Asset Management
California
-$209K -625 Closed
BFA
3183
Bill Few Associates
Pennsylvania
-$209K -624 Closed
LSA
3184
Lion Street Advisors
Texas
-$209K -624 Closed
ORC
3185
O'Rourke & Company
Massachusetts
-$208K -623 Closed
HIM
3186
Hanlon Investment Management
New Jersey
-$207K -619 Closed
NIA
3187
NBZ Investment Advisors
Tennessee
-$207K -619 Closed
AIA
3188
Accelerate Investment Advisors
California
-$206K -618 Closed
W
3189
Wealthquest
Ohio
-$207K -618 Closed
FC
3190
Financial Council
Maryland
-$206K -616 Closed
LFS
3191
Legacy Financial Strategies
Kansas
-$204K -616 Closed
3F
3192
360 Financial
Minnesota
-$206K -615 Closed
TBWA
3193
Three Bridge Wealth Advisors
California
-$205K -611 Closed
4WM
3194
49 Wealth Management
Texas
-$204K -610 Closed
CS
3195
Capital Square
Tennessee
-$204K -610 Closed
PAA
3196
Peregrine Asset Advisers
Oregon
-$204K -609 Closed
CIAS
3197
CFS Investment Advisory Services
New Jersey
-$203K -608 Closed
PFS
3198
Prospect Financial Services
New York
-$203K -607 Closed
GRA
3199
Golden Road Advisors
Florida
-$202K -605 Closed
MAM
3200
Mainsail Asset Management
Alabama
-$202K -604 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.