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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
IC
676
Iconiq Capital
California
$10.4M -$206K -661 -2%
AHC
677
Adell Harriman & Carpenter
Texas
$10.3M +$104K +333 +0.9%
AMI
678
Amica Mutual Insurance
Rhode Island
$10.2M
MGWM
679
Marks Group Wealth Management
Minnesota
$10.2M -$63.8K -205 -0.5%
JMFC
680
J.M. Forbes & Co
Massachusetts
$10.2M +$380K +1,222 +3%
M
681
MOTCO
Texas
$10.1M +$52.9K +170 +0.5%
FDP
682
Financiere des Professionnels
Quebec, Canada
$10M -$149K -479 -1%
ZDA
683
Zweig-DiMenna Associates
New York
$10M -$791K -2,542 -6%
SCM
684
Shelton Capital Management
Colorado
$10M -$2.28M -7,324 -16%
ET
685
Equitable Trust
Tennessee
$9.97M +$153K +493 +1%
NRG
686
Nemes Rush Group
Michigan
$9.93M +$190K +610 +2%
OIA
687
OneDigital Investment Advisors
Kansas
$9.89M -$2.98M -9,572 -21%
GFM
688
GF Fund Management
China
$9.77M +$9.33K +30 +0.1%
CCM
689
Channing Capital Management
Illinois
$9.69M +$1.64M +5,265 +17%
HWM
690
HB Wealth Management
Georgia
$9.58M +$2.79M +8,980 +34%
ECM
691
Evergreen Capital Management
Washington
$9.57M +$151K +486 +1%
PAS
692
Park Avenue Securities
New York
$9.57M +$1.54M +4,947 +16%
SSB
693
Sandy Spring Bank
Maryland
$9.52M -$105K -339 -0.9%
QFA
694
Quattro Financial Advisors
Texas
$9.39M -$12.4M -40,000 -53%
WC
695
Whitney & Co
New York
$9.39M +$194K +625 +2%
ALMGDA
696
AG2R La Mondiale Gestion d'Actifs
France
$9.37M +$11M +35,297 New
NAMM
697
NorthStar Asset Management (Massachusetts)
Massachusetts
$9.34M -$353K -1,136 -3%
NAAA
698
New Age Alpha Advisors
New York
$9.32M +$7.63M +24,540 +241%
PA
699
Procyon Advisors
Connecticut
$9.32M +$812K +2,610 +8%
SB
700
Simmons Bank
Arkansas
$9.3M +$351K +1,130 +3%

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.