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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
HIP
1076
Harrell Investment Partners
Texas
$3.27M -$284K -913 -7%
IUHSA
1077
Itau Unibanco Holding S.A.
Brazil
$3.27M +$2.09M +6,721 +123%
CC
1078
Courier Capital
New York
$3.26M -$260K -837 -6%
IAS
1079
Insigneo Advisory Services
Florida
$3.26M +$887K +2,851 +31%
FCP
1080
Fidelis Capital Partners
Florida
$3.25M +$117K +375 +3%
TAP
1081
Tounjian Advisory Partners
Florida
$3.25M +$3.76M +12,100 New
MWM
1082
Marion Wealth Management
Pennsylvania
$3.24M +$3.42M +10,990 +1,027%
WWM
1083
Western Wealth Management
Colorado
$3.23M +$229K +736 +7%
JWCA
1084
J.W. Cole Advisors
Florida
$3.23M +$545K +1,752 +17%
FFA
1085
Fragasso Financial Advisors
Pennsylvania
$3.22M -$2.75M -8,846 -42%
NHT
1086
New Hampshire Trust
New Hampshire
$3.22M +$5.29K +17 +0.1%
KLWA
1087
Kelly Lawrence W & Associates
California
$3.21M -$87.1K -280 -2%
MA
1088
Mutual Advisors
Nebraska
$3.2M +$373K +1,200 +11%
OAM
1089
Occidental Asset Management
California
$3.18M +$215K +691 +6%
CPBTD
1090
Central Pacific Bank - Trust Division
Hawaii
$3.17M -$1.19M -3,837 -25%
HH
1091
Hilltop Holdings
Texas
$3.17M +$263K +847 +8%
B
1092
Bensler
Washington
$3.17M +$3.67M +11,807 New
IBOK
1093
Independence Bank of Kentucky
Kentucky
$3.17M -$199K -640 -5%
OCA
1094
Otter Creek Advisors
Florida
$3.15M -$249K -800 -6%
WCF
1095
West Coast Financial
California
$3.14M +$3.64M +11,719 New
TPW
1096
Transatlantique Private Wealth
New York
$3.14M -$153K -491 -4%
BWM
1097
BigSur Wealth Management
Florida
$3.14M +$529K +1,700 +17%
RPI
1098
Railway Pension Investments
United Kingdom
$3.14M +$3.64M +11,700 New
GI
1099
GS Investments
Minnesota
$3.14M +$1.24K +4 +0%
FPAS
1100
Focus Partners Advisor Solutions
Missouri
$3.14M +$156K +503 +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.