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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
CI
926
Conning Inc
Connecticut
$4.9M +$306K +985 +6%
CT
927
Caldwell Trust
Florida
$4.89M +$94.2K +303 +2%
GC
928
Garde Capital
Washington
$4.87M +$359K +1,155 +7%
MYAM
929
Meiji Yasuda Asset Management
Japan
$4.86M +$18.4K +59 +0.3%
NRD
930
Nebula Research & Development
New York
$4.86M +$4.23M +13,609 +302%
PC
931
Promethos Capital
Massachusetts
$4.85M +$26.7K +86 +0.5%
DWT
932
Dorsey & Whitney Trust
South Dakota
$4.85M -$57.5K -185 -1%
IGAM
933
iA Global Asset Management
Quebec, Canada
$4.83M -$13.3M -42,913 -70%
JF
934
Jericho Financial
Ohio
$4.83M -$280K -900 -5%
HBCM
935
Heron Bay Capital Management
Michigan
$4.82M +$5.58M +17,947 New
AP
936
Americana Partners
Texas
$4.81M +$4.45M +14,303 +393%
FHA
937
First Horizon Advisors
Tennessee
$4.8M -$486K -1,563 -8%
HBT
938
Hills Bank & Trust
Iowa
$4.79M +$42K +135 +0.8%
MAS
939
Meeder Advisory Services
Ohio
$4.78M +$203K +653 +4%
FMI
940
F/M Investments
District of Columbia
$4.78M -$1.89M -6,081 -25%
QCG
941
Quadrant Capital Group
Ohio
$4.76M +$3.1M +9,953 +128%
SAM
942
Stansberry Asset Management
Texas
$4.74M +$4.1M +13,176 +292%
IFG
943
Independent Financial Group
California
$4.73M -$65.9K -212 -1%
MKA
944
M. Kulyk & Associates
Georgia
$4.72M -$33.9K -109 -0.6%
LA
945
LM Advisors
California
$4.72M +$64.4K +207 +1%
TCCM
946
Timber Creek Capital Management
Massachusetts
$4.72M +$22.4K +72 +0.4%
AFG
947
Atomi Financial Group
New York
$4.71M +$826K +2,656 +18%
CRB
948
Chad R. Baker
$4.7M +$2.72M +8,735 +99%
SS
949
SBI Securities
Japan
$4.69M +$375K +1,205 +7%
FRA
950
Frank Rimerman Advisors
California
$4.68M -$198K -637 -4%

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.