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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
LFGO
3201
Legacy Financial Group (Oklahoma)
Oklahoma
-$201K -602 Closed
LRPA
3202
L. Roy Papp & Associates
Arizona
-$201K -601 Closed
NCM
3203
Neumann Capital Management
California
-$201K -600 Closed
RCWM
3204
Royal Capital Wealth Management
Indiana
-$201K -600 Closed
RT
3205
Rockland Trust
Massachusetts
-$200K -599 Closed
LDB
3206
Lee, Danner & Bass
Tennessee
-$172K -515 Closed
LJHT
3207
Laurie J. Hall Trustee
-$169K -505 Closed
EFMH
3208
E Fund Management (HK)
Hong Kong
-$144K -430 Closed
EFP
3209
EnRich Financial Partners
Wisconsin
-$125K -373 Closed
KI
3210
Kapitalo Investimentos
Brazil
-$121K -362 Closed
VAG
3211
VisionPoint Advisory Group
Texas
-$87.3K -264 Closed
CCA
3212
Cadent Capital Advisors
Oklahoma
-$81.8K -245 Closed
PCWA
3213
Pacific Capital Wealth Advisors
California
-$74.9K -224 Closed
TAM
3214
Tucker Asset Management
Colorado
-$68.9K -206 Closed
FIA
3215
FPC Investment Advisory
California
-$69K -202 Closed
EA
3216
Emerald Advisers
Pennsylvania
-$66.9K -200 Closed
CI
3217
Cordant Inc
Oregon
-$63.5K -190 Closed
KG
3218
Kieckhefer Group
Wisconsin
-$60.2K -180 Closed
KBFS
3219
Kohmann Bosshard Financial Services
Ohio
-$58.8K -176 Closed
MSFP
3220
Mark Sheptoff Financial Planning
Connecticut
-$58.5K -175 Closed
FF
3221
Friedenthal Financial
New Jersey
-$55.2K -165 Closed
SGC
3222
Slocum, Gordon & Co
Rhode Island
-$50.1K -150 Closed
PSB
3223
Piscataqua Savings Bank
New Hampshire
-$33.4K -100 Closed
CP
3224
Castleview Partners
Texas
-$31.7K -96 Closed
FWM
3225
FLP Wealth Management
Arkansas
-$28.5K -85 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.