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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
BIAS
801
Beacon Investment Advisory Services
New Jersey
$6.71M -$791K -2,542 -9%
EPIM
802
Evelyn Partners Investment Management
$6.7M +$295K +947 +4%
Impax Asset Management Group
803
Impax Asset Management Group
United Kingdom
$6.7M -$43.9K -141 -0.6%
WAM
804
Wolverine Asset Management
Illinois
$6.69M +$7.16M +23,032 +1,212%
RWM
805
Revisor Wealth Management
Ohio
$6.68M +$7.74M +24,898 New
SBIA
806
Sheaff Brock Investment Advisors
Indiana
$6.67M +$431K +1,387 +6%
CCM
807
Cohen Capital Management
California
$6.67M -$500K -1,608 -6%
SAM
808
SP Asset Management
California
$6.66M -$10.3K -33 -0.1%
HCM
809
Harvey Capital Management
Florida
$6.65M -$164K -527 -2%
BZWA
810
Blue Zone Wealth Advisors
California
$6.64M +$421K +1,354 +6%
SMTF
811
Sphera Management Technology Funds
Israel
$6.59M +$6.91M +22,210 +945%
HFM
812
Harvest Fund Management
China
$6.58M -$6.51M -20,919 -46%
SWP
813
Sagespring Wealth Partners
Tennessee
$6.58M +$3.03M +9,740 +66%
ST
814
Spinnaker Trust
Maine
$6.57M -$72.8K -234 -0.9%
TCA
815
Trifecta Capital Advisors
Illinois
$6.57M +$128K +411 +2%
MWM
816
Mission Wealth Management
California
$6.57M +$135K +434 +2%
AFG
817
Albion Financial Group
Utah
$6.52M +$5.71M +18,352 +308%
PTB
818
Pioneer Trust Bank
Oregon
$6.52M -$151K -485 -2%
VCM
819
Vision Capital Management
Oregon
$6.49M +$489K +1,571 +7%
ATC
820
Argent Trust Co
Tennessee
$6.49M +$827K +2,660 +12%
VSQM
821
V-Square Quantitative Management
Illinois
$6.49M +$355K +1,140 +5%
JIC
822
Johnson Investment Counsel
Ohio
$6.47M +$43.9K +141 +0.6%
TC
823
Triavera Capital
California
$6.46M +$467K +1,500 +7%
TRCT
824
Tower Research Capital (TRC)
New York
$6.44M -$10.1M -32,555 -45%
WI
825
Wahed Invest
New York
$6.43M +$329K +1,058 +5%

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.