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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
Tudor Investment Corp
526
Tudor Investment Corp
Connecticut
$17.7M +$7.48M +24,065 +57%
JLBC
527
J.L. Bainbridge & Co
Florida
$17.7M +$20.2M +65,061 +8,012%
HIP
528
HUB Investment Partners
Texas
$17.6M -$62.8K -202 -0.3%
MGP
529
Metis Global Partners
California
$17.4M +$2.05M +6,607 +11%
CIA
530
CCM Investment Advisers
South Carolina
$17.4M -$739K -2,376 -4%
Capstone Investment Advisors
531
Capstone Investment Advisors
New York
$17.4M +$13.4M +43,151 +199%
NPT
532
Nixon Peabody Trust
Massachusetts
$17.2M -$4.38M -14,095 -18%
BFIM
533
Beese Fulmer Investment Management
Ohio
$17.2M +$89K +286 +0.4%
BVDMP
534
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$17.1M
DGM
535
Delta Global Management
New York
$17.1M +$19.8M +63,672 New
KRS
536
Kentucky Retirement Systems
Kentucky
$16.9M -$1.08M -3,470 -5%
MG
537
Marex Group
$16.9M -$5.34M -17,166 -21%
GWM
538
GDS Wealth Management
Texas
$16.9M +$676K +2,173 +4%
AIM
539
Artemis Investment Management
United Kingdom
$16.8M +$5.43M +17,447 +39%
OPCM
540
Osborne Partners Capital Management
California
$16.8M +$156K +500 +0.8%
EB
541
Eastern Bank
Massachusetts
$16.7M -$1.06M -3,398 -5%
GC
542
Grimes & Company
Massachusetts
$16.7M +$26.7K +86 +0.1%
BHCM
543
Brevan Howard Capital Management
Jersey
$16.6M +$4.53M +14,555 +30%
NIM
544
NEOS Investment Management
Connecticut
$16.6M +$3.51M +11,275 +22%
TF
545
Talbot Financial
Washington
$16.4M -$335K -1,078 -2%
AWA
546
Arkadios Wealth Advisors
Georgia
$16.3M +$5.83M +18,760 +45%
NB
547
Norinchukin Bank
Japan
$16.3M +$2.21M +7,109 +13%
CAM
548
Cresset Asset Management
Illinois
$16.3M -$6M -19,292 -24%
WA
549
Waverly Advisors
Alabama
$16.3M +$13.8M +44,266 +271%
GVAG
550
Great Valley Advisor Group
Delaware
$16.2M -$1.65M -5,302 -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.