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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
SC
326
Scotia Capital
Ontario, Canada
$47M +$2.6M +8,374 +5%
VRS
327
Virginia Retirement Systems
Virginia
$46.5M +$53.9M +173,401 New
PFPT
328
Pinnacle Financial Partners (Tennessee)
Tennessee
$46.5M +$228K +734 +0.5%
SA
329
Sanctuary Advisors
Indiana
$45.5M -$2.81M -9,050 -5%
EOJOAM
330
E. Ohman J:or Asset Management
Sweden
$45.4M -$9.46M -30,421 -15%
VA
331
Vident Advisory
Georgia
$45.1M +$14.2M +45,672 +37%
FCIM
332
Fairview Capital Investment Management
California
$44.9M +$826K +2,656 +2%
TRSOTSOK
333
Teachers Retirement System of the State of Kentucky
Kentucky
$44.8M +$635K +2,042 +1%
GLF
334
Groupe la Francaise
France
$44M +$9.91M +31,866 +25%
MVIP
335
Mar Vista Investment Partners
California
$43.7M -$9.23M -29,670 -15%
BS
336
Banco Santander
Spain
$43.3M +$6.85M +22,028 +16%
JAM
337
Jupiter Asset Management
United Kingdom
$43M -$10.6M -34,153 -18%
CRC
338
Curi RMB Capital
Illinois
$42.7M -$1.66M -5,336 -3%
CWM
339
CIBC World Markets
New York
$42.6M -$41.5M -133,503 -46%
MFWM
340
Motley Fool Wealth Management
Virginia
$42.3M -$6.99M -22,476 -12%
IMPI
341
Ilmarinen Mutual Pension Insurance
Finland
$41.9M +$1.87M +6,000 +4%
CBUSF
342
Construction & Building Unions Superannuation Fund
Australia
$41.5M +$93.3K +300 +0.2%
URS
343
Utah Retirement Systems
Utah
$41.1M -$62.8K -202 -0.1%
KWM
344
Kingsview Wealth Management
Oregon
$40.9M +$5.71M +18,350 +14%
MME
345
Meag Munich Ergo
Germany
$40.3M +$2.22M +7,139 +5%
DLA
346
Douglas Lane & Associates
New York
$39.9M +$1.83M +5,892 +4%
UIM
347
USS Investment Management
United Kingdom
$39.8M +$2.8K +9 +0%
HIIFS
348
Harel Insurance Investments & Financial Services
Israel
$39.8M +$17M +54,815 +59%
OCBCO
349
Oversea-Chinese Banking Corp (OCBC)
Singapore
$39.6M -$46.7K -150 -0.1%
OBAM
350
ODDO BHF Asset Management
France
$39.1M +$4.25M +13,662 +10%

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.