We are live on ! Find out more
CRM icon

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
GAM
651
Groupama Asset Management
France
$11.3M +$1.5M +4,831 +13%
SCM
652
Sterling Capital Management
North Carolina
$11.3M -$1.09M -3,511 -8%
GLA
653
Great Lakes Advisors
Illinois
$11.2M +$230K +738 +2%
TC
654
Tairen Capital
Hong Kong
$11.2M -$53.5M -171,889 -81%
PMAM
655
Picton Mahoney Asset Management
Ontario, Canada
$11.1M +$295K +948 +2%
PE
656
Point72 Europe
United Kingdom
$11.1M -$17.3M -55,672 -57%
ACIM
657
Azimuth Capital Investment Management
Michigan
$11.1M -$264K -848 -2%
ECM
658
Eisler Capital Management
United Kingdom
$11.1M +$10.8M +34,608 +503%
PEAK6
659
PEAK6
Illinois
$11M +$7.77M +24,988 +155%
VIM
660
Vinva Investment Management
Australia
$11M +$1.18M +3,792 +10%
BFG
661
Bleakley Financial Group
New Jersey
$10.9M +$3.94M +12,681 +45%
KHLMVGHM
662
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$10.9M
Envestnet Portfolio Solutions
663
Envestnet Portfolio Solutions
Illinois
$10.9M -$6.88M -22,112 -35%
PS
664
Principal Securities
Iowa
$10.9M
QCM
665
Qsemble Capital Management
New York
$10.9M +$12.6M +40,568 New
KFP
666
KMG Fiduciary Partners
Ohio
$10.9M +$4.93M +15,841 +64%
WSFS
667
Wilmington Savings Fund Society
Delaware
$10.8M -$2.1M -6,736 -14%
CIA
668
Capital Impact Advisors
Massachusetts
$10.7M +$12.4M +39,924 New
ECM
669
Exchange Capital Management
Michigan
$10.7M -$207K -666 -2%
HVIA
670
Hudson Valley Investment Advisors
New York
$10.7M +$1.01M +3,253 +9%
GWM
671
Geneos Wealth Management
Colorado
$10.6M +$7.9M +25,401 +180%
BFA
672
Bragg Financial Advisors
North Carolina
$10.6M +$194K +625 +2%
PCA
673
Pallas Capital Advisors
Massachusetts
$10.5M +$1.09M +3,497 +10%
MC
674
Moors & Cabot
Massachusetts
$10.4M -$480K -1,543 -4%
SF
675
Synovus Financial
Georgia
$10.4M -$2.34M -7,511 -16%

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.