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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
CI
551
Capital International
California
$16.1M +$518K +1,665 +3%
GPTE
552
Generali Powszechne Towarzystwo Emerytalne
Poland
$16.1M +$12.4M +40,000 +199%
CS
553
Clear Street
New York
$16.1M -$12.4M -40,000 -40%
BT
554
Banque Transatlantique
France
$16.1M -$1.05M -3,368 -5%
MC
555
Middleton & Co
Massachusetts
$16M -$350K -1,125 -2%
CAM
556
Cidel Asset Management
Ontario, Canada
$15.8M +$67.5K +217 +0.4%
HIMCH
557
Hartford Investment Management Co (HIMCO)
Connecticut
$15.7M -$217K -697 -1%
A
558
Allianz
Germany
$15.6M +$450K +1,448 +3%
CIC
559
Crawford Investment Counsel
Georgia
$15.5M +$487K +1,566 +3%
WF
560
WoodTrust Financial
Wisconsin
$15.4M +$86.8K +279 +0.5%
TW
561
Trajan Wealth
Arizona
$15.4M +$486K +1,561 +3%
NRS
562
Neville Rodie & Shaw
New York
$15.4M +$1.25M +4,015 +8%
FBB
563
Fulton Breakefield Broenniman
Maryland
$15.4M -$466K -1,498 -3%
NEI
564
Northwest & Ethical Investments
Ontario, Canada
$15.4M +$5.49M +17,653 +45%
WTC
565
WhitTier Trust Company
Nevada
$15.3M +$639K +2,056 +4%
GIM
566
Generate Investment Management
New Zealand
$15.3M -$4.91M -15,789 -22%
AF
567
Avanza Fonder
Sweden
$15.2M -$2.14M -6,872 -11%
OCM
568
One Capital Management
California
$15.1M +$565K +1,817 +3%
BAAM
569
Baker Avenue Asset Management
California
$15.1M +$119K +382 +0.7%
LPCM
570
Lynwood Price Capital Management
Texas
$15M +$4.67M +15,000 +37%
SI
571
Sava Infond
Slovenia
$15M +$2.25M +7,240 +15%
TW
572
Transform Wealth
Colorado
$14.9M +$503K +1,617 +3%
CCM
573
Copeland Capital Management
Pennsylvania
$14.8M -$284K -913 -2%
GIBU
574
Gulf International Bank (UK)
United Kingdom
$14.8M -$6.47M -20,802 -27%
EGM
575
Engineers Gate Manager
New York
$14.7M +$9.91M +31,859 +139%

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.