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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
NIG
576
NFJ Investment Group
Texas
$14.7M +$1.47M +4,729 +9%
ASN
577
Advisory Services Network
Georgia
$14.6M +$1.4M +4,499 +9%
TWC
578
TD Waterhouse Canada
Ontario, Canada
$14.6M +$1.47M +4,717 +10%
SCA
579
Stonebridge Capital Advisors
Minnesota
$14.6M +$574K +1,845 +4%
TC
580
TownSquare Capital
Utah
$14.6M +$1.34M +4,312 +9%
MCM
581
Mill Capital Management
North Carolina
$14.5M +$40.4K +130 +0.2%
BPA
582
Beacon Pointe Advisors
California
$14.5M +$318K +1,022 +2%
OC
583
Oppenheimer & Co
New York
$14.3M +$920K +2,958 +6%
PF
584
Phoenix Financial
Israel
$14.3M +$4.93M +15,838 +43%
MIM
585
Marco Investment Management
Georgia
$14.2M -$108K -347 -0.7%
SRC
586
Shufro Rose & Co
New York
$14.1M -$47K -151 -0.3%
UF
587
Univest Financial
Pennsylvania
$14M -$7.52M -24,162 -32%
EAM
588
EULAV Asset Management
Florida
$14M +$4.67M +15,000 +41%
JRP
589
Jasper Ridge Partners
California
$13.9M
TCM
590
Thames Capital Management
New Jersey
$13.9M +$1.43M +4,585 +10%
FMI
591
Factory Mutual Insurance
Massachusetts
$13.9M -$2.58M -8,300 -14%
LSERS
592
Louisiana State Employees Retirement System
Louisiana
$13.8M +$31.1K +100 +0.2%
IMRF
593
Illinois Municipal Retirement Fund
Illinois
$13.8M
CC
594
Cornerstone Capital
California
$13.8M -$98.9K -318 -0.6%
P
595
&Partners
Tennessee
$13.7M +$2.15M +6,922 +16%
BEI
596
Benjamin Edwards Inc
Missouri
$13.7M +$1.44M +4,621 +10%
TP
597
TenCore Partners
New York
$13.6M +$680K +2,185 +5%
SAM
598
Securian Asset Management
Minnesota
$13.6M -$215K -691 -1%
Parallax Volatility Advisers
599
Parallax Volatility Advisers
California
$13.6M +$1.64M +5,274 +12%
BFS
600
Bradley Foster & Sargent
Connecticut
$13.4M -$1.2M -3,848 -7%

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.