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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
NAMA
426
Nikko Asset Management Americas
New York
$27.9M +$32.3M +103,907 New
WB
427
WesBanco Bank
West Virginia
$27.9M +$2.32M +7,467 +8%
PNC
428
Park National Corp
Ohio
$27.8M +$808K +2,598 +3%
TH
429
TCTC Holdings
Texas
$27.8M +$296K +953 +0.9%
ACM
430
Alua Capital Management
New York
$27.7M -$68.1M -218,866 -68%
VPIM
431
Vanguard Personalized Indexing Management
California
$27.6M +$1.41M +4,529 +5%
TMAM
432
Tokio Marine Asset Management
Japan
$27.5M +$520K +1,673 +2%
NAM
433
NorthCrest Asset Manangement
Minnesota
$27.4M +$775K +2,491 +2%
TNB
434
Thomasville National Bank
Georgia
$27.4M +$380K +1,221 +1%
SSA
435
Schonfeld Strategic Advisors
New York
$27.4M -$22.7M -73,003 -42%
TCM
436
Trybe Capital Management
Connecticut
$27.3M -$9.87M -31,748 -24%
SI
437
Stephens Inc
Arkansas
$27.2M -$1.74M -5,603 -5%
CA
438
Commerzbank Aktiengesellschaft
Germany
$26.8M -$880K -2,828 -3%
DKCM
439
Davidson Kempner Capital Management
New York
$26.8M +$15.6M +50,000 +100%
GT
440
Greenleaf Trust
Michigan
$26.5M +$413K +1,327 +1%
PCIA
441
Prime Capital Investment Advisors
Kansas
$26.2M +$11.6M +37,268 +62%
AI
442
Atria Investments
North Carolina
$26.1M +$2.71M +8,726 +10%
FLPIM
443
F.L. Putnam Investment Management
Massachusetts
$25.7M +$4.9M +15,749 +20%
KC
444
Kadensa Capital
Hong Kong
$25.5M +$1.56M +5,024 +6%
UB
445
UMB Bank
Missouri
$25.5M +$2.35M +7,546 +9%
TAM
446
Taurus Asset Management
New York
$25.3M -$242K -779 -0.8%
NA
447
NewEdge Advisors
Louisiana
$25.2M -$35.5K -114 -0.1%
ADEF
448
Adams Diversified Equity Fund
Maryland
$25.2M +$11.4M +36,600 +64%
DILIC
449
Dai-ichi Life Insurance Company
Japan
$25.2M -$1.78M -5,733 -6%
TCM
450
Tran Capital Management
California
$24.9M +$1.63M +5,239 +6%

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.