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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
SHGA
751
Sand Hill Global Advisors
California
$7.97M -$2.89M -9,303 -24%
ACA
752
Anchor Capital Advisors
Massachusetts
$7.96M -$6.38M -20,512 -41%
HT
753
Headlands Technologies
Illinois
$7.93M -$1.32M -4,251 -13%
TFIPS
754
Towarzystwo Funduszy Inwestycyjnych PZU SA
$7.93M +$7.68M +24,701 +508%
JCM
755
Jag Capital Management
Missouri
$7.92M +$1.8M +5,790 +24%
DA
756
Dillon & Associates
Michigan
$7.89M +$553K +1,779 +6%
HCP
757
Hamilton Capital Partners
Georgia
$7.83M +$2.07M +6,664 +30%
SVCP
758
Silicon Valley Capital Partners
California
$7.82M -$1.49M -4,779 -14%
OQS
759
Occudo Quantitative Strategies
Florida
$7.77M +$8.96M +28,797 New
PR
760
Payden & Rygel
California
$7.76M +$3.55M +11,400 +65%
CM
761
Castleark Management
Illinois
$7.7M -$3.16M -10,170 -26%
SAM
762
Sompo Asset Management
Japan
$7.66M -$1.43M -4,585 -14%
VIS
763
Vega Investment Solutions
France
$7.6M +$4.48M +14,413 +104%
HAG
764
HighPoint Advisor Group
Illinois
$7.48M +$644K +2,072 +8%
AAM
765
Advisors Asset Management
Colorado
$7.46M +$863K +2,774 +11%
BJL
766
Brighton Jones LLC
Washington
$7.43M +$632K +2,032 +8%
KIA
767
Knollwood Investment Advisory
Maryland
$7.38M +$52.9K +170 +0.6%
IIM
768
Intact Investment Management
Quebec, Canada
$7.35M -$62.2K -200 -0.7%
AUB
769
Atlantic Union Bankshares
Virginia
$7.34M -$5.29K -17 -0.1%
CK
770
Cohen Klingenstein
New York
$7.33M
CTC
771
Central Trust Company
Missouri
$7.31M +$563K +1,810 +7%
PIM
772
Plato Investment Management
Australia
$7.28M -$1.21M -3,893 -13%
BL
773
BCWM LLC
Kansas
$7.25M -$1.77M -5,676 -17%
PAG
774
Private Advisory Group
Washington
$7.25M +$3.98M +12,810 +90%
FNT
775
First National Trust
Pennsylvania
$7.25M +$9.95K +32 +0.1%

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.