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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
Two Sigma Advisers
76
Two Sigma Advisers
New York
$437M +$460M +1,479,700 +984%
SGA
77
Sustainable Growth Advisers
Connecticut
$437M +$139M +446,742 +38%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$427M +$29.8M +95,957 +6%
Arrowstreet Capital
79
Arrowstreet Capital
Massachusetts
$425M +$366M +1,175,463 +287%
Neuberger Berman Group
80
Neuberger Berman Group
New York
$420M -$111M -358,354 -19%
First Manhattan
81
First Manhattan
New York
$414M -$5.47M -17,572 -1%
Axa
82
Axa
France
$399M +$114M +366,192 +33%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$397M -$2.01M -6,448 -0.4%
Robeco Institutional Asset Management
84
Robeco Institutional Asset Management
Netherlands
$396M +$174M +559,880 +61%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$390M -$57.1M -183,493 -11%
AT
86
AMF Tjänstepension
Sweden
$378M +$68.5M +220,090 +18%
Stifel Financial
87
Stifel Financial
Missouri
$353M +$21.8M +70,105 +6%
CWP
88
Capital Wealth Planning
Florida
$346M +$401M +1,289,005 New
Diamond Hill Capital Management
89
Diamond Hill Capital Management
Ohio
$345M +$400M +1,285,958 New
LPL Financial
90
LPL Financial
California
$344M +$66.9M +214,980 +20%
Lazard Asset Management
91
Lazard Asset Management
New York
$339M +$194M +622,441 +97%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$324M +$8.25M +26,529 +2%
DekaBank Deutsche Girozentrale
93
DekaBank Deutsche Girozentrale
Germany
$323M -$3.21M -10,313 -0.8%
Baillie Gifford & Co
94
Baillie Gifford & Co
United Kingdom
$321M +$373M +1,197,896 New
KBC Group
95
KBC Group
Belgium
$321M -$65.3M -209,887 -15%
Universal-Beteiligungs- und Servicegesellschaft
96
Universal-Beteiligungs- und Servicegesellschaft
Germany
$318M +$3.74M +12,037 +1%
Prudential Financial
97
Prudential Financial
New Jersey
$315M -$8.81M -28,312 -2%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$310M +$130M +418,263 +57%
Allianz Asset Management
99
Allianz Asset Management
Germany
$306M +$62.6M +201,223 +21%
Ensign Peak Advisors
100
Ensign Peak Advisors
Utah
$305M +$4.1M +13,194 +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.