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
NP
401
NS Partners
United Kingdom
$31.3M +$584K +1,878 +2%
YCM
402
Yousif Capital Management
Michigan
$31.3M -$319K -1,027 -0.9%
NAM
403
Nissay Asset Management
Japan
$31.2M +$483K +1,552 +1%
OCM
404
Osterweis Capital Management
California
$31M -$348K -1,120 -1%
MOACM
405
Mutual of America Capital Management
New York
$30.8M +$109K +352 +0.3%
HCMG
406
Howard Capital Management Group
California
$30.7M -$222K -715 -0.6%
SOADOR
407
State of Alaska Department of Revenue
Alaska
$30.1M +$974K +3,130 +3%
UCFA
408
United Capital Financial Advisors
Texas
$29.8M +$331K +1,065 +1%
RG
409
Renaissance Group
Kentucky
$29.7M -$674K -2,166 -2%
VF
410
Vest Financial
Virginia
$29.4M +$32.2M +103,654 +1,704%
LSA
411
Leonteq Securities AG
Switzerland
$29.2M +$19.7M +63,475 +139%
CIS
412
Capital International Sarl
California
$29.2M +$3.34M +10,754 +11%
EMPI
413
Elo Mutual Pension Insurance
Finland
$29.1M +$6.58M +21,162 +24%
MC
414
MIG Capital
California
$29M +$33.3M +107,200 +10,720%
Acadian Asset Management
415
Acadian Asset Management
Massachusetts
$28.9M +$8.05M +25,882 +32%
EWA
416
EP Wealth Advisors
California
$28.9M +$896K +2,882 +3%
Balyasny Asset Management
417
Balyasny Asset Management
Illinois
$28.9M -$351M -1,129,310 -91%
CCM
418
Chilton Capital Management
Texas
$28.8M +$1.45M +4,650 +5%
TIAA Trust, National Association
419
TIAA Trust, National Association
North Carolina
$28.8M +$5.88M +18,891 +21%
KAS
420
Kestra Advisory Services
Texas
$28.6M -$760K -2,444 -2%
Wealthfront Advisers
421
Wealthfront Advisers
California
$28.5M +$1.77M +5,697 +6%
AG
422
Avala Global
New York
$28.3M +$7.22M +23,200 +28%
EI
423
Ethic Inc
New York
$28.3M +$1.61M +5,161 +5%
LWIC
424
Leith Wheeler Investment Counsel
British Columbia, Canada
$28.1M +$9.81M +31,537 +43%
RMCM
425
Reynders McVeigh Capital Management
Massachusetts
$28M +$7.67M +24,667 +31%

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.