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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
CJ
3226
Caitlin John
Michigan
-$22.4K -67 Closed
PG
3227
Proffitt & Goodson
Tennessee
-$21.4K -64 Closed
PIS
3228
POM Investment Strategies
North Carolina
-$20.4K -61 Closed
FFA
3229
Fairfield Financial Advisors
Massachusetts
-$16.8K -50 Closed
MFG
3230
Menard Financial Group
Texas
-$16.7K -50 Closed
PFT
3231
Providence First Trust
Arizona
-$16.7K -50 Closed
XC
3232
XY Capital
Hong Kong
-$16K -48 Closed
WWA
3233
Wingate Wealth Advisors
Massachusetts
-$12K -36 Closed
CPL
3234
Capital & Planning LLC
Georgia
-$11.7K -35 Closed
CJL
3235
Cyrus J. Lawrence
New York
-$11K -35 Closed
SMAM
3236
Sugar Maple Asset Management
Wisconsin
-$10K -30 Closed
DWA
3237
Delos Wealth Advisors
Texas
-$6.02K -18 Closed
RL
3238
Rogco LP
Oklahoma
-$6.02K -18 Closed
KFP
3239
Keener Financial Planning
Texas
-$5K -15 Closed
FC
3240
Family CFO
California
-$3.68K -11 Closed
FS
3241
Financially Speaking
Colorado
-$3.68K -11 Closed
CAIM
3242
Catherine Avery Investment Management
Florida
-$3.34K -10 Closed
RDFA
3243
Ritter Daniher Financial Advisory
Ohio
-$3.01K -9 Closed
HI
3244
Human Investing
Oregon
-$2.34K -7 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.