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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
GAM
451
Generali Asset Management
Italy
$24.9M +$543K +1,745 +2%
GT
452
Glenview Trust
Kentucky
$24.6M +$11.5M +36,931 +67%
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$24.5M +$3.57M +11,493 +14%
MFIM
454
Mesirow Financial Investment Management
Illinois
$24.4M -$165K -529 -0.6%
BFO
455
Boston Family Office
Massachusetts
$24.2M -$397K -1,278 -1%
TS
456
Triglav Skladi
Slovenia
$24M -$4.56M -14,670 -14%
JSSH
457
J. Safra Sarasin Holding
$23.8M +$13.7M +44,204 +100%
CTI
458
Community Trust & Investment
Kentucky
$23.7M +$300K +964 +1%
RIM
459
Rakuten Investment Management
Japan
$23.6M +$27.2M +87,556 New
WIM
460
Weitz Investment Management
Nebraska
$23.5M -$2.33M -7,500 -8%
BBA
461
Baader Bank Aktiengesellschaft
Germany
$23.4M +$437K +1,404 +2%
A
462
Atomvest
Hong Kong
$23.4M
CFB
463
Cullen/Frost Bankers
Texas
$23.3M +$1.24M +3,978 +5%
PAI
464
Pittenger & Anderson Inc
Nebraska
$23.2M +$85.2K +274 +0.3%
SIA
465
Sit Investment Associates
Minnesota
$23.2M +$3.65M +11,750 +16%
WP
466
Waycross Partners
Kentucky
$22.9M +$26.6M +85,506 New
DIA
467
Davidson Investment Advisors
Montana
$22.9M +$637K +2,049 +2%
SI
468
Sora Investors
Pennsylvania
$22.9M +$9.07M +29,171 +52%
AP
469
Antipodes Partners
Australia
$22.8M -$13.8M -44,274 -34%
CFG
470
Citizens Financial Group
Rhode Island
$22.6M +$123K +395 +0.5%
HTC
471
Haverford Trust Company
Pennsylvania
$22.6M +$4.16M +13,391 +19%
AAS
472
Avantax Advisory Services
Texas
$22.5M +$680K +2,187 +3%
FSA
473
Franklin Street Advisors
North Carolina
$22.4M +$2.46M +7,925 +10%
DIA
474
Dana Investment Advisors
Wisconsin
$22.3M -$381K -1,226 -1%
BP
475
BNP Paribas
France
$22.2M -$2.49M -8,001 -9%

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.