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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
IRAG
1001
Investment Research & Advisory Group
Georgia
$4.04M +$10.3K +33 +0.2%
CIG
1002
Cullen Investment Group
Louisiana
$4.04M -$611K -1,964 -12%
VIA
1003
Vickerman Investment Advisors
Washington
$4.03M +$458K +1,472 +11%
MPPLM
1004
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.03M -$218K -702 -4%
PIMJS
1005
PKO Investment Management Joint-Stock
Poland
$4.03M +$4.67M +15,000 New
EDRH
1006
Edmond de Rothschild Holding
Switzerland
$4.02M -$740K -2,378 -14%
TCOT
1007
Trust Company of Toledo
Ohio
$4.01M -$4.67K -15 -0.1%
SC
1008
Sepio Capital
Utah
$4M -$120K -386 -3%
MA
1009
Modus Advisors
Minnesota
$3.97M +$121K +390 +3%
WIS
1010
Wright Investors Service
Connecticut
$3.97M +$1.39M +4,461 +43%
PIM
1011
Progressive Investment Management
Oregon
$3.97M -$77.8K -250 -2%
1C
1012
111 Capital
France
$3.96M +$2.91M +9,365 +173%
YDMI
1013
Y.D. More Investments
Israel
$3.94M -$1.34M -4,300 -23%
CCP
1014
Clarity Capital Partners
California
$3.93M -$148K -477 -3%
DBG
1015
De Burlo Group
Massachusetts
$3.92M -$295K -950 -6%
AIM
1016
Aigen Investment Management
New York
$3.92M +$2.86M +9,185 +169%
SL
1017
Siren LLC
Connecticut
$3.92M +$4.54M +14,600 New
NB
1018
NBT Bank
New York
$3.85M +$122K +391 +3%
BHWM
1019
Bar Harbor Wealth Management
New Hampshire
$3.85M -$99.5K -320 -2%
HCM
1020
Hillman Capital Management
Maryland
$3.85M -$2.12M -6,824 -32%
CAM
1021
Cozad Asset Management
Illinois
$3.85M -$27.4K -88 -0.6%
IAN
1022
Integrated Advisors Network
Texas
$3.84M +$871K +2,800 +24%
RI
1023
Redwood Investments
Massachusetts
$3.84M +$133K +428 +3%
HZ
1024
Hixon Zuercher
Ohio
$3.84M +$73.1K +235 +2%
BHA
1025
Beech Hill Advisors
New York
$3.83M -$59.1K -190 -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.