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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
GSEP
876
Golden State Equity Partners
California
$5.6M +$24.3K +78 +0.4%
LTAS
877
Linden Thomas Advisory Services
North Carolina
$5.6M +$253K +814 +4%
MIP
878
Mondrian Investment Partners
United Kingdom
$5.56M
HCA
879
Harbor Capital Advisors
Illinois
$5.56M +$2.56M +8,228 +66%
ISB
880
Iowa State Bank
Iowa
$5.54M -$128K -411 -2%
LI
881
Louisbourg Investments
New Brunswick, Canada
$5.54M +$986K +3,170 +14%
BP
882
Ballentine Partners
Massachusetts
$5.53M +$265K +851 +4%
SIA
883
SeaBridge Investment Advisors
New Jersey
$5.5M +$124K +399 +2%
HIC
884
Hartline Investment Corp
Illinois
$5.48M -$3.93M -12,646 -38%
TA
885
Trivest Advisors
Hong Kong
$5.45M -$89.3M -287,208 -93%
DAS
886
Dynamic Advisor Solutions
Arizona
$5.44M +$6.3M +20,270 New
CUAMC
887
China Universal Asset Management Company
China
$5.44M -$1,000K -3,214 -14%
NFSG
888
Newbridge Financial Services Group
Florida
$5.42M +$1.42M +4,561 +29%
SAM
889
Smithbridge Asset Management
Pennsylvania
$5.41M +$6.27M +20,148 New
BBHC
890
Brown Brothers Harriman & Co
New York
$5.4M +$312K +1,003 +5%
PWP
891
Private Wealth Partners
California
$5.37M +$1.27M +4,069 +26%
LP
892
LMR Partners
United Kingdom
$5.37M -$10.6M -34,143 -63%
EIM
893
Essex Investment Management
Massachusetts
$5.35M -$641K -2,060 -9%
MM
894
Meridian Management
Arkansas
$5.35M -$339K -1,089 -5%
BIP
895
Bouvel Investment Partners
Pennsylvania
$5.34M -$66.2K -213 -1%
PIA
896
Petredis Investment Advisors
Pennsylvania
$5.34M +$72.8K +234 +1%
GCM
897
Genus Capital Management
British Columbia, Canada
$5.33M +$6.18M +19,872 New
MWA
898
Meridian Wealth Advisors
Texas
$5.33M +$65.6K +211 +1%
BCCM
899
Bridge Creek Capital Management
Massachusetts
$5.31M -$95.2K -306 -2%
BWP
900
Burling Wealth Partners
Illinois
$5.31M +$400K +1,286 +7%

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.