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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
USAA
851
United Services Automobile Association
Texas
$6.1M
AAP
852
Ardsley Advisory Partners
Connecticut
$6.04M -$21.6M -69,500 -76%
AI
853
Atom Investors
Texas
$6.03M +$6.52M +20,961 +1,397%
TFS
854
Thoroughbred Financial Services
Tennessee
$5.99M -$7.15K -23 -0.1%
RDWM
855
Red Door Wealth Management
Tennessee
$5.99M +$506K +1,626 +8%
FC
856
FORA Capital
Florida
$5.98M +$6.93M +22,291 New
SWM
857
Selective Wealth Management
Virginia
$5.93M -$212K -681 -3%
DJSG
858
D.J. St. Germain
Massachusetts
$5.92M -$196K -630 -3%
SBFM
859
S-Bank Fund Management
Finland
$5.89M +$6.83M +21,965 New
SW
860
SteelPeak Wealth
California
$5.81M +$1.46M +4,686 +28%
WTFG
861
Wells Trecaso Financial Group
Ohio
$5.81M +$6.73M +21,645 New
RAM
862
Roanoke Asset Management
New Jersey
$5.79M
GMFG
863
Greater Midwest Financial Group
Minnesota
$5.76M +$286K +920 +4%
KCM
864
Kornitzer Capital Management
Kansas
$5.75M -$373K -1,200 -5%
MIC
865
Means Investment Company
Maine
$5.75M -$6.32M -20,318 -49%
VVP
866
Venture Visionary Partners
Ohio
$5.74M -$1.25M -4,028 -16%
YIA
867
YHB Investment Advisors
Connecticut
$5.74M +$379K +1,217 +6%
DT
868
Diversified Trust
Tennessee
$5.73M +$1.7M +5,457 +34%
VA
869
VestGen Advisors
Illinois
$5.72M +$6.62M +21,299 New
DF
870
DNCA Finance
France
$5.66M -$4.04M -13,000 -38%
TCOK
871
Trust Company of Kansas
Kansas
$5.65M -$89.3K -287 -1%
RCM
872
RB Capital Management
Nevada
$5.64M -$55.4K -178 -0.8%
GS
873
GWN Securities
Florida
$5.64M +$5.72M +18,385 +1,671%
NP
874
NorthRock Partners
Minnesota
$5.64M +$108K +347 +2%
S
875
SignatureFD
Georgia
$5.62M +$348K +1,120 +6%

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.