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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
SWM
1126
SeaCrest Wealth Management
New York
$2.95M -$286K -918 -8%
CWM
1127
Cabot Wealth Management
Massachusetts
$2.95M +$33.6K +108 +1%
EBT
1128
Enterprise Bank & Trust
Massachusetts
$2.93M +$7.15K +23 +0.2%
CA
1129
Cache Advisors
California
$2.92M +$429K +1,380 +15%
AA
1130
ALPS Advisors
Colorado
$2.9M +$872K +2,805 +35%
FHA
1131
Flagship Harbor Advisors
Massachusetts
$2.89M +$125K +401 +4%
RC
1132
Roundview Capital
New Jersey
$2.89M -$105K -337 -3%
MCM
1133
MV Capital Management
Maryland
$2.88M +$169K +542 +5%
BA
1134
Bristlecone Advisors
Washington
$2.88M +$1.11M +3,566 +50%
BCB
1135
Brian C. Broderick
$2.87M +$1.22M +3,932 +58%
ALAM
1136
Asahi Life Asset Management
Japan
$2.87M -$317K -1,018 -9%
IAM
1137
Impact Asset Management
$2.85M -$52.9K -170 -2%
GIM
1138
Generali Investments Management
Slovenia
$2.85M -$4.03M -12,959 -55%
AC
1139
Avestar Capital
New York
$2.84M +$139K +446 +4%
FB
1140
Fulton Bank
Pennsylvania
$2.83M +$4.67K +15 +0.1%
GGI
1141
GPM Growth Investors
Michigan
$2.83M +$31.1K +100 +1%
WBC
1142
Westpac Banking Corp
Australia
$2.83M +$162K +521 +5%
BHIA
1143
Birch Hill Investment Advisors
Massachusetts
$2.82M +$56.9K +183 +2%
SLI
1144
Sumitomo Life Insurance
Japan
$2.82M -$50.1K -161 -2%
FFM
1145
Forum Financial Management
Illinois
$2.81M -$20.5K -66 -0.6%
DACS
1146
Dymon Asia Capital (Singapore)
Singapore
$2.81M +$3.25M +10,454 New
WP
1147
WealthShield Partners
North Carolina
$2.8M +$585K +1,882 +22%
CHP
1148
Cable Hill Partners
Oregon
$2.79M -$25.2K -81 -0.8%
GLR
1149
Great Lakes Retirement
Ohio
$2.78M +$215K +691 +7%
IIA
1150
IPG Investment Advisors
California
$2.78M -$1.76M -5,661 -35%

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.