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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
AF
1051
Ally Financial
Michigan
$3.49M +$4.04M +13,000 New
CGIM
1052
Capital Group Investment Management
Singapore
$3.48M +$111K +356 +3%
TFA
1053
Transamerica Financial Advisors
Florida
$3.47M -$41.7K -134 -1%
IA
1054
Icon Advisers
Colorado
$3.46M
RWM
1055
Rockline Wealth Management
New York
$3.44M +$184K +593 +5%
SAS
1056
Stelac Advisory Services
New York
$3.42M +$22.1K +71 +0.6%
TPA
1057
Trivium Point Advisory
Connecticut
$3.41M +$97.4K +313 +3%
RFL
1058
RD Finance Ltd
Cyprus
$3.39M +$3.93M +12,645 New
CWI
1059
Conscious Wealth Investments
Florida
$3.39M +$683K +2,197 +22%
CP
1060
Cumberland Partners
Ontario, Canada
$3.38M +$467K +1,500 +14%
NS
1061
NBC Securities
Alabama
$3.38M +$3.91M +12,569 +114,264%
Simplex Trading
1062
Simplex Trading
Illinois
$3.35M -$4.88M -15,705 -56%
LWANC
1063
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.35M -$51.6K -166 -1%
EWA
1064
Evolution Wealth Advisors
Florida
$3.33M +$3.86M +12,410 New
HW
1065
Hancock Whitney
Mississippi
$3.33M +$103K +331 +3%
BWM
1066
Bulltick Wealth Management
Florida
$3.31M +$460K +1,478 +14%
CAMG
1067
CWA Asset Management Group
Florida
$3.31M -$1.05M -3,366 -21%
ARC
1068
Advisor Resource Council
Texas
$3.31M +$4.46M +14,343 New
AA
1069
Altrafin AG
$3.31M +$852K +2,739 +29%
AMCA
1070
Arthur M. Cohen & Associates
Illinois
$3.3M -$61.6K -198 -2%
MC
1071
Mathes Company
New York
$3.3M +$3.06M +9,823 +397%
WSCM
1072
Wellington Shields Capital Management
New York
$3.3M +$218K +700 +6%
GJWM
1073
Gilliland Jeter Wealth Management
Arkansas
$3.3M -$56K -180 -1%
POIA
1074
Pin Oak Investment Advisors
Texas
$3.3M +$3.74M +12,040 +7,210%
FWM
1075
Finer Wealth Management
Massachusetts
$3.28M +$53.5K +172 +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.