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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
MCM
601
MAI Capital Management
Ohio
$13.3M +$1.05M +3,363 +7%
CTA
602
Chesley Taft & Associates
Illinois
$13.1M +$399K +1,284 +3%
ACA
603
Aptus Capital Advisors
Alabama
$13.1M +$11.1M +35,529 +267%
Verition Fund Management
604
Verition Fund Management
Connecticut
$13.1M -$19.2M -61,731 -56%
DADC
605
D.A. Davidson & Co
Montana
$13M -$4.19M -13,473 -22%
FVWA
606
Foster Victor Wealth Advisors
South Carolina
$12.9M +$1.47M +4,722 +10%
BBA
607
BLB&B Advisors
Pennsylvania
$12.9M +$522K +1,678 +4%
NCL
608
Nishkama Capital LLC
Puerto Rico
$12.9M -$61.1M -196,580 -80%
Walleye Capital
609
Walleye Capital
New York
$12.9M -$34.7M -111,604 -70%
PCM
610
Prana Capital Management
Connecticut
$12.8M +$5.42M +17,434 +58%
PWM
611
Perigon Wealth Management
California
$12.8M +$57.9K +186 +0.4%
CL
612
Choreo LLC
Illinois
$12.8M +$366K +1,177 +3%
LCM
613
LVM Capital Management
Michigan
$12.5M +$129K +415 +0.9%
QIM
614
Quest Investment Management
Oregon
$12.5M +$1.26M +4,039 +9%
TCOV
615
Trust Company of Vermont
Vermont
$12.5M +$823K +2,647 +6%
ET
616
Entropy Technologies
New York
$12.5M +$11.2M +35,887 +335%
BWL
617
Bogart Wealth LLC
Virginia
$12.5M +$1.38M +4,433 +11%
PA
618
Profund Advisors
Maryland
$12.4M +$1.55M +4,986 +12%
MCM
619
McRae Capital Management
New Jersey
$12.4M -$49.8K -160 -0.3%
RWA
620
River Wealth Advisors
Pennsylvania
$12.3M +$2.88M +9,267 +25%
PD
621
Point72 (DIFC)
United Arab Emirates
$12.3M -$18.1M -58,111 -56%
EWA
622
Exencial Wealth Advisors
Oklahoma
$12.3M +$4.53M +14,563 +46%
AWS
623
Atria Wealth Solutions
New York
$12.3M +$32.3K +104 +0.2%
FT
624
Fiduciary Trust
Massachusetts
$12.3M +$172K +552 +1%
STA
625
Summit Trail Advisors
New York
$12.3M +$117K +376 +0.8%

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.