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
MCM
1201
Maytus Capital Management
New York
$2.51M -$6.11M -19,629 -68%
SFS
1202
Sowell Financial Services
Arkansas
$2.51M +$2.91M +9,345 New
PTC
1203
Private Trust Company
Ohio
$2.51M +$235K +756 +9%
DCM
1204
Davidson Capital Management
Texas
$2.51M -$1.2M -3,850 -29%
AI
1205
Aperture Investors
New York
$2.51M -$1.64M -5,277 -36%
VFA
1206
Voya Financial Advisors
Connecticut
$2.51M -$52.6K -169 -2%
KTM
1207
Keeler Thomas Management
Utah
$2.5M -$1.56M -5,013 -35%
CI
1208
Cigna Investments
Connecticut
$2.5M -$64.1K -206 -2%
PWCM
1209
Processus Wealth & Capital Management
Tennessee
$2.5M +$19.9K +64 +0.7%
COI
1210
Connable Office Inc
Michigan
$2.5M -$44.5K -143 -2%
NW
1211
Naviter Wealth
Arkansas
$2.49M +$13.1K +42 +0.5%
HS
1212
HighVista Strategies
Massachusetts
$2.49M -$93.3K -300 -3%
BCM
1213
Boltwood Capital Management
California
$2.49M -$56.9K -183 -2%
PWP
1214
Principle Wealth Partners
Connecticut
$2.48M +$15.6K +50 +0.5%
AFS
1215
Aft Forsyth & Sober
Florida
$2.48M +$31.1K +100 +1%
SAM
1216
Secure Asset Management
Michigan
$2.48M +$589K +1,893 +26%
AIP
1217
Ameritas Investment Partners
Nebraska
$2.48M -$26.4K -85 -0.9%
GLA
1218
Good Life Advisors
Pennsylvania
$2.47M +$2.3M +7,401 +414%
SAM
1219
Smartleaf Asset Management
Massachusetts
$2.46M +$109K +352 +4%
I
1220
INVST
Indiana
$2.46M -$2.57M -8,268 -47%
SFM
1221
Sphera Funds Management
Israel
$2.44M +$2.83M +9,100 New
DCA
1222
DSG Capital Advisors
Minnesota
$2.44M -$184K -593 -6%
MGIA
1223
Moneta Group Investment Advisors
Missouri
$2.43M -$273K -877 -9%
LHC
1224
Little House Capital
Massachusetts
$2.43M +$128K +411 +5%
ITC
1225
Inspire Trust Company
Nevada
$2.42M +$1.09M +3,500 +64%

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.