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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
NAG
1176
Northstar Advisory Group
New Jersey
$2.69M +$1.55K +5 +0%
CHCM
1177
Columbus Hill Capital Management
New Jersey
$2.68M
AP
1178
Advisors Preferred
Maryland
$2.67M +$3.08M +9,900 New
AFC
1179
AFT Forsyth & Company
Florida
$2.67M +$31.1K +100 +1%
BTI
1180
Blue Trust Inc
Georgia
$2.67M +$269K +865 +10%
NF
1181
Nikulski Financial
Iowa
$2.67M +$62.2K +200 +2%
UW
1182
Unique Wealth
Florida
$2.66M +$648K +2,083 +27%
NSB
1183
Norway Savings Bank
Maine
$2.64M +$71.8K +231 +2%
TIA
1184
Tiemann Investment Advisors
California
$2.64M -$15.6K -50 -0.5%
DWA
1185
Douglass Winthrop Advisors
New York
$2.63M -$236K -760 -7%
ECM
1186
Element Capital Management
New York
$2.61M +$3.02M +9,712 New
UBG
1187
United Bank (Georgia)
Georgia
$2.6M +$445K +1,430 +17%
VNA
1188
Valley National Advisers
Pennsylvania
$2.59M +$97.4K +313 +3%
SCP
1189
Shorepoint Capital Partners
Massachusetts
$2.58M +$298K +957 +11%
FAIM
1190
Financial Advocates Investment Management
Washington
$2.57M +$128K +412 +4%
XT
1191
XTX Topco
Cayman Islands
$2.56M -$1.26M -4,039 -30%
WF
1192
Welch & Forbes
Massachusetts
$2.56M +$40.7K +131 +1%
MTIC
1193
Missouri Trust & Investment Company
Missouri
$2.55M +$35.1K +113 +1%
ES
1194
Eagle Strategies
New York
$2.54M +$2.3M +7,390 +354%
SAG
1195
SageView Advisory Group
California
$2.54M -$197K -632 -6%
PAM
1196
Paradigm Asset Management
New York
$2.54M
CTC
1197
Cetera Trust Company
Minnesota
$2.53M -$46.7K -150 -2%
CPC
1198
CFC Planning Company
Indiana
$2.53M +$253K +815 +9%
ZF
1199
Zhang Financial
Michigan
$2.53M +$743K +2,390 +34%
PPWP
1200
Premier Path Wealth Partners
New Jersey
$2.53M +$174K +560 +6%

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.