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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
BCM
626
Brookstone Capital Management
Illinois
$12.3M -$3.56M -11,436 -20%
KOCAA
627
Knights of Columbus Asset Advisors
Connecticut
$12.3M -$2.36M -7,588 -14%
CA
628
CSM Advisors
Pennsylvania
$12.2M +$3.15M +10,118 +29%
PP
629
Paloma Partners
Connecticut
$12.1M -$13.7M -44,093 -49%
BCV
630
Banque Cantonale Vaudoise
Switzerland
$12.1M +$14M +45,013 New
CSP
631
Cary Street Partners
Virginia
$12.1M +$307K +987 +2%
NMERB
632
New Mexico Educational Retirement Board
New Mexico
$12M -$467K -1,500 -3%
DCM
633
Dupont Capital Management
Delaware
$12M -$718K -2,310 -5%
LFG
634
Lazard Frères Gestion
France
$11.9M +$7.84M +25,215 +131%
CIS
635
Connors Investor Services
Pennsylvania
$11.9M +$13.8M +44,434 New
NC
636
NZS Capital
Colorado
$11.9M +$2.85M +9,168 +26%
GI
637
Gradient Investments
Minnesota
$11.9M +$456K +1,466 +3%
IAA
638
Independent Advisor Alliance
North Carolina
$11.8M +$168K +541 +1%
LOAMS
639
Lombard Odier Asset Management (Switzerland)
Switzerland
$11.8M +$4.52M +14,521 +50%
IB
640
Iyo Bank
Japan
$11.7M
RSS
641
Rosenblum Silverman Sutton
California
$11.6M -$12.4K -40 -0.1%
MSRPS
642
Maryland State Retirement & Pension System
Maryland
$11.6M -$2.07M -6,659 -13%
PI
643
PGGM Investments
Netherlands
$11.6M
GFA
644
Gifford Fong Associates
California
$11.5M +$7.78M +25,000 +139%
SG
645
Sienna Gestion
France
$11.5M -$1.64M -5,282 -11%
CA
646
Cornerstone Advisors
North Carolina
$11.5M
WC
647
Westwind Capital
New Mexico
$11.4M +$541K +1,739 +4%
CWP
648
CFM Wealth Partners
Texas
$11.4M +$212K +681 +2%
NSAM
649
North Star Asset Management
Wisconsin
$11.3M +$1.22M +3,918 +10%
CG
650
Caprock Group
Idaho
$11.3M +$1.44M +4,639 +12%

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.