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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
RFC
351
Regions Financial Corp
Alabama
$39M +$1.56M +5,024 +4%
AWM
352
AE Wealth Management
Kansas
$38.9M +$1.48M +4,759 +3%
Mercer Global Advisors
353
Mercer Global Advisors
Colorado
$38.9M -$19.9K -64 -0%
OAM
354
OP Asset Management
$38.9M +$45M +144,777 New
ACM
355
Aquatic Capital Management
Illinois
$38.8M +$3.8M +12,216 +9%
Brown Advisory
356
Brown Advisory
Maryland
$38.5M -$769K -2,472 -2%
WA
357
WestEnd Advisors
North Carolina
$38M -$2.46M -7,920 -5%
NYLIM
358
New York Life Investment Management
New York
$38M -$134K -430 -0.3%
NSLI
359
Nan Shan Life Insurance
Taiwan
$37.6M +$41.2M +132,486 +1,706%
BCM
360
Benchstone Capital Management
New York
$37.4M +$23.6M +75,937 +120%
VMPIC
361
Varma Mutual Pension Insurance Co
Finland
$36.7M -$5.51M -17,700 -11%
HAM
362
Hyperion Asset Management
Australia
$36.7M +$762K +2,449 +2%
JG
363
Jain Global
New York
$36.6M +$1.05M +3,374 +3%
AIM
364
Achmea Investment Management
Netherlands
$36.4M +$9.83M +31,600 +30%
PFSRSONJ
365
Police & Firemen's Retirement System of New Jersey
New Jersey
$36.1M +$44.5K +143 +0.1%
OSAM
366
O'Shaughnessy Asset Management
Connecticut
$36.1M +$5.51M +17,719 +15%
Nomura Holdings
367
Nomura Holdings
Japan
$36M -$11.3M -36,455 -21%
SEM
368
Suncoast Equity Management
Florida
$35.9M +$1.09M +3,513 +3%
ZIM
369
Zacks Investment Management
Illinois
$35.8M +$14.5M +46,531 +54%
GAM
370
Guinness Asset Management
United Kingdom
$35.8M +$2.08M +6,681 +5%
RCP
371
RIT Capital Partners
United Kingdom
$35.7M +$41.4M +133,000 New
VLKIM
372
Van Lanschot Kempen Investment Management
Netherlands
$35.5M -$19.8M -63,664 -32%
JCM
373
Junto Capital Management
New York
$35.3M -$8.16M -26,245 -17%
PP
374
Prudential plc
United Kingdom
$35.2M +$3.26M +10,496 +9%
BCM
375
Becker Capital Management
Oregon
$35.1M -$1.68M -5,396 -4%

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.