We are live on ! Find out more
CRM icon

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
CIA
1101
Cohen Investment Advisors
New Hampshire
$3.13M +$142K +456 +4%
CNBT
1102
Canandaigua National Bank & Trust
New York
$3.13M +$105K +339 +3%
HIA
1103
Harbor Investment Advisory
Maryland
$3.13M -$114K -368 -1%
DWP
1104
Destiny Wealth Partners
Florida
$3.12M +$177K +568 +5%
QI
1105
Qtron Investments
Massachusetts
$3.1M -$294K -945 -8%
TNA
1106
True North Advisors
Texas
$3.1M -$745K -2,394 -17%
1WA
1107
180 Wealth Advisors
Washington
$3.09M +$365K +1,173 +11%
CGL
1108
Clarius Group LLC
Washington
$3.07M +$479K +1,540 +16%
CA
1109
CGN Advisors
Kansas
$3.07M +$290K +933 +9%
CW
1110
CreativeOne Wealth
Kansas
$3.06M +$746K +2,400 +27%
IPW
1111
IronBridge Private Wealth
Texas
$3.06M +$3.54M +11,386 New
OFS
1112
OMC Financial Services
New York
$3.04M -$19K -61 -0.5%
HFRG
1113
Houlihan Financial Resource Group
Virginia
$3.04M -$119K -384 -3%
SCM
1114
SCS Capital Management
Massachusetts
$3.01M +$3.49M +11,228 New
AWA
1115
Arete Wealth Advisors
Illinois
$3.01M +$1.87M +6,005 +113%
P
1116
Pitcairn
Pennsylvania
$3M -$221K -712 -6%
JFG
1117
Jefferies Financial Group
New York
$3M -$8.48M -27,255 -71%
MA
1118
Montag & Associates
Georgia
$2.99M +$2.77M +8,890 +395%
MJP
1119
Michael J. Puzo
$2.99M +$1.73M +5,548 +99%
SGA
1120
Strategic Global Advisors
California
$2.97M +$3.44M +11,074 New
KA
1121
Kovack Advisors
Florida
$2.97M +$305K +981 +10%
S
1122
Sachetta
Massachusetts
$2.97M +$10.9K +35 +0.3%
TAM
1123
Trust Asset Management
Texas
$2.96M -$58.5K -188 -2%
IA
1124
IFP Advisors
Florida
$2.96M +$402K +1,294 +13%
FM
1125
Freemont Management
Switzerland
$2.95M +$3.42M +11,000 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.