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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
GI
1026
GAMMA Investing
California
$3.8M +$537K +1,725 +14%
KHLMTHM
1027
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.8M
RWM
1028
Ritholtz Wealth Management
New York
$3.79M +$161K +518 +4%
HAS
1029
HBW Advisory Services
California
$3.79M -$201K -645 -4%
SI
1030
Shaker Investments
Ohio
$3.79M +$2.15M +6,909 +96%
VCM
1031
Voleon Capital Management
California
$3.78M +$3.34M +10,736 +322%
ATPW
1032
Ashton Thomas Private Wealth
Arizona
$3.77M -$422K -1,356 -9%
JHCP
1033
Jackson Hole Capital Partners
Oklahoma
$3.76M +$60K +193 +1%
PGFC
1034
Peapack-Gladstone Financial Corp
New Jersey
$3.76M -$172K -552 -4%
NFC
1035
Northeast Financial Consultants
Connecticut
$3.75M -$691K -2,223 -14%
CF
1036
Centaurus Financial
California
$3.73M +$727K +2,338 +20%
IWM
1037
IHT Wealth Management
Illinois
$3.73M +$858K +2,759 +25%
JGUA
1038
John G. Ullman & Associates
New York
$3.69M +$73.4K +236 +2%
SWM
1039
Spire Wealth Management
Virginia
$3.66M -$213K -686 -5%
CCMG
1040
Clark Capital Management Group
Pennsylvania
$3.64M -$4.18M -13,449 -50%
KIA
1041
KCM Investment Advisors
California
$3.63M +$23K +74 +0.5%
SC
1042
Savant Capital
Illinois
$3.58M -$624K -2,005 -13%
WR
1043
WD Rutherford
Oregon
$3.57M +$18.4K +59 +0.4%
CCM
1044
Canal Capital Management
Virginia
$3.57M -$141K -452 -3%
RA
1045
RFG Advisory
Alabama
$3.54M +$327K +1,051 +9%
RBA
1046
Richard Bernstein Advisors
New York
$3.54M -$173K -556 -4%
SAM
1047
Silphium Asset Management
United Kingdom
$3.54M +$1.77M +5,695 +76%
NGA
1048
Naples Global Advisors
Florida
$3.52M +$500K +1,607 +14%
WAS
1049
Winch Advisory Services
Wisconsin
$3.51M +$30.5K +98 +0.8%
MP
1050
Munro Partners
Australia
$3.5M +$4.06M +13,040 New

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.