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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
PFS
501
Prospera Financial Services
Texas
$19.8M +$2.29M +7,365 +11%
MIA
502
MMBG Investment Advisors
Florida
$19.6M +$62.2K +200 +0.3%
CSS
503
Cubist Systematic Strategies
Connecticut
$19.6M +$979K +3,147 +5%
CA
504
Clearstead Advisors
Ohio
$19.6M -$335K -1,076 -1%
YC
505
Yarbrough Capital
Tennessee
$19.5M
KPWS
506
Kestra Private Wealth Services
Texas
$19.4M +$1.16M +3,735 +5%
MAM
507
Magellan Asset Management
Australia
$19.3M -$5.55M -17,847 -20%
MAM
508
Martingale Asset Management
Massachusetts
$19.1M +$598K +1,922 +3%
DWP
509
Daymark Wealth Partners
Ohio
$19.1M -$32.3M -103,866 -59%
FIA
510
Foundations Investment Advisors
Arizona
$19M +$10.7M +34,302 +94%
WT
511
Washington Trust
Rhode Island
$18.7M +$165K +532 +0.8%
IP
512
Interval Partners
New York
$18.6M +$18.6M +59,655 +616%
RMA
513
Roffman Miller Associates
Pennsylvania
$18.5M +$2.92M +9,395 +16%
DA
514
Dash Acquisitions
California
$18.5M +$1.09M +3,495 +6%
WP
515
Woodline Partners
California
$18.5M -$31.4M -100,973 -59%
HPG
516
Harvest Portfolios Group
Ontario, Canada
$18.4M -$1.87M -6,005 -8%
SAM
517
Silvercrest Asset Management
New York
$18.4M +$17.6M +56,544 +470%
Hudson Bay Capital Management
518
Hudson Bay Capital Management
Connecticut
$18.3M +$12M +38,552 +129%
LFM
519
LGT Fund Management
Liechtenstein
$18.2M -$1.23M -3,969 -6%
IG
520
Ithaka Group
Virginia
$18.2M -$1.04M -3,337 -5%
PA
521
Parallel Advisors
California
$18.1M +$109K +349 +0.5%
WIA
522
World Investment Advisors
California
$18M +$1.47M +4,730 +8%
ABTD
523
Arvest Bank Trust Division
Oklahoma
$17.9M +$20.1M +64,728 +3,443%
GHA
524
GW Henssler & Associates
Georgia
$17.8M +$1.68M +5,413 +9%
LWM
525
Lyell Wealth Management
California
$17.7M +$590K +1,896 +3%

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.