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
KAS
1151
KPP Advisory Services
Kentucky
$2.78M +$928K +2,983 +40%
MIS
1152
Morningstar Investment Services
Illinois
$2.78M -$4.79M -15,403 -60%
IFWM
1153
Institute for Wealth Management
Colorado
$2.77M -$18.4K -59 -0.6%
OM
1154
OV Management
Minnesota
$2.77M -$466K -1,498 -13%
KIM
1155
Kestra Investment Management
Texas
$2.77M +$2.06M +6,632 +180%
ETC
1156
Exchange Traded Concepts
Oklahoma
$2.77M +$1.96M +6,290 +156%
HCMT
1157
Highland Capital Management (Tennessee)
Tennessee
$2.76M -$819K -2,633 -20%
PNAA
1158
Pictet North America Advisors
Switzerland
$2.76M +$105K +338 +3%
ACS
1159
Archford Capital Strategies
Illinois
$2.76M +$699K +2,247 +28%
SA
1160
Strategic Advisors
New York
$2.76M -$4.75M -15,261 -60%
VWM
1161
Venturi Wealth Management
Texas
$2.75M +$106K +342 +3%
MG
1162
Mather Group
Illinois
$2.75M +$2.12M +6,809 +199%
SI
1163
Scharf Investments
California
$2.75M -$40.1K -129 -1%
PHK
1164
Point72 Hong Kong
Hong Kong
$2.74M -$1.55M -4,997 -33%
MNBTD
1165
Moody National Bank Trust Division
Texas
$2.74M +$7.46K +24 +0.2%
MGP
1166
M&G plc
United Kingdom
$2.74M -$1.06M -3,411 -25%
SWM
1167
Segment Wealth Management
Texas
$2.73M +$199K +641 +7%
SWM
1168
Sculati Wealth Management
Michigan
$2.72M -$3.11K -10 -0.1%
AWM
1169
Axxcess Wealth Management
California
$2.72M -$439K -1,411 -12%
GWMIA
1170
Global Wealth Management Investment Advisory
Florida
$2.72M +$327K +1,051 +12%
GIS
1171
Graphene Investments SAS
France
$2.71M +$404K +1,300 +15%
JGCM
1172
Joseph Group Capital Management
Ohio
$2.7M +$394K +1,268 +14%
PL
1173
Perpetual Ltd
Australia
$2.69M +$652K +2,097 +26%
BRG
1174
Bay Rivers Group
Virginia
$2.69M -$42.6K -137 -1%
PCM
1175
Penserra Capital Management
California
$2.69M -$1.5M -4,834 -33%

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.