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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.66B -$49.9M -160,318 -3%
Franklin Resources
27
Franklin Resources
California
$1.64B +$158M +507,186 +9%
UBS Group
28
UBS Group
Switzerland
$1.6B +$136M +436,833 +8%
Amundi
29
Amundi
France
$1.58B +$90.9M +292,356 +5%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.51B +$1.58B +5,093,751 +944%
Ameriprise
31
Ameriprise
Minnesota
$1.31B +$56.1M +180,243 +4%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$1.12B +$97.2M +312,454 +8%
Deutsche Bank
33
Deutsche Bank
Germany
$1.11B -$6.86M -22,050 -0.5%
Barclays
34
Barclays
United Kingdom
$1.02B +$129M +414,308 +12%
Raymond James Financial
35
Raymond James Financial
Florida
$1B +$72.3M +232,372 +7%
Jennison Associates
36
Jennison Associates
New York
$958M -$269M -863,885 -19%
American Century Companies
37
American Century Companies
Missouri
$951M -$83M -266,933 -7%
Pictet Asset Management
38
Pictet Asset Management
Switzerland
$920M -$55.4M -178,059 -5%
Wells Fargo
39
Wells Fargo
California
$901M +$61.6M +197,923 +6%
ClearBridge Investments
40
ClearBridge Investments
New York
$900M -$42.4M -136,427 -4%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$871M -$87M -279,691 -8%
Swedbank
42
Swedbank
Sweden
$793M -$272M -875,730 -23%
VH
43
ValueAct Holdings
California
$778M
AllianceBernstein
44
AllianceBernstein
Tennessee
$763M +$342M +1,099,627 +63%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$761M -$230M -738,956 -21%
Swiss National Bank
46
Swiss National Bank
Switzerland
$724M -$498K -1,600 -0.1%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$724M -$90.9M -292,140 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
48
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$716M +$138M +443,897 +20%
First Trust Advisors
49
First Trust Advisors
Illinois
$703M +$250M +805,387 +44%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$699M +$56.8M +182,474 +8%

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.