We are live on ! Find out more
CRM icon

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
QP
301
Quilter Plc
United Kingdom
$53.8M +$18.7M +60,099 +43%
JSC
302
J. Stern & Co
United Kingdom
$53.1M +$5.58M +17,956 +10%
MJRIC
303
Mogy Joel R Investment Counsel
California
$53M +$182K +584 +0.3%
GIA
304
Gateway Investment Advisers
Ohio
$52.2M +$4.56M +14,649 +8%
MIF
305
Mediolanum International Funds
Ireland
$51.7M -$16.6M -53,221 -22%
AAM
306
AMI Asset Management
California
$51.5M -$11.8M -38,047 -17%
WCM
307
Windward Capital Management
California
$51.5M -$1.08M -3,459 -2%
Capital Fund Management (CFM)
308
Capital Fund Management (CFM)
France
$51.2M +$50.8M +163,237 +596%
ASC
309
Atalanta Sosnoff Capital
New York
$51.1M +$2.02M +6,491 +4%
TAM
310
Tocqueville Asset Management
New York
$50.9M -$4.19M -13,471 -7%
SL
311
Summitry LLC
California
$50.9M +$415K +1,333 +0.7%
SC
312
Samlyn Capital
New York
$50.6M +$58.6M +188,397 New
AssetMark Inc
313
AssetMark Inc
California
$50.4M +$4.26M +13,694 +8%
MML Investors Services
314
MML Investors Services
Massachusetts
$50.3M +$5.18M +16,639 +10%
QCM
315
Quantinno Capital Management
New York
$50.3M +$25.7M +82,752 +79%
A
316
AustralianSuper
Australia
$50.3M -$161M -518,647 -73%
QCM
317
QRG Capital Management
Illinois
$50M +$1.49M +4,792 +3%
Pathstone Holdings
318
Pathstone Holdings
New Jersey
$49.7M +$22.6M +72,805 +65%
AAB
319
ABN AMRO Bank
Netherlands
$49.3M -$21.9M -70,268 -28%
II
320
IFM Investors
Australia
$49.1M -$65.6K -211 -0.1%
PTC
321
Petrus Trust Company
Texas
$48.2M +$8.48M +27,272 +18%
Wealth Enhancement Advisory Services
322
Wealth Enhancement Advisory Services
Minnesota
$48.2M +$5.31M +17,069 +11%
HIMC
323
Heritage Investors Management Corp
Maryland
$47.6M +$383K +1,230 +0.7%
M&T Bank
324
M&T Bank
New York
$47.2M -$5.17M -16,612 -9%
FCI
325
Financial Counselors Inc
Kansas
$47.1M +$1.2M +3,869 +2%

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.