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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
BCM
1251
Bridgeway Capital Management
Texas
$2.27M +$1.23M +3,970 +88%
SSWM
1252
Smith Salley Wealth Management
North Carolina
$2.27M +$941K +3,024 +56%
SIG
1253
Stonegate Investment Group
Alabama
$2.27M +$20.8K +67 +0.8%
VCM
1254
Verde Capital Management
Michigan
$2.26M +$89K +286 +4%
WAP
1255
Wealthcare Advisory Partners
Pennsylvania
$2.26M -$117K -376 -4%
SFP
1256
Shepherd Financial Partners
Massachusetts
$2.25M +$19.3K +62 +0.7%
DA
1257
Dover Advisors
Virginia
$2.25M +$514K +1,651 +24%
RWP
1258
RWA Wealth Partners
Massachusetts
$2.25M -$825K -2,651 -24%
SG
1259
StoneX Group
New York
$2.24M +$161K +518 +7%
WANY
1260
Wealthspire Advisors (New York)
New York
$2.23M +$132K +426 +5%
FGAM
1261
Financial Gravity Asset Management
Texas
$2.23M +$2.58M +8,310 New
LF
1262
LifePlan Financial
Minnesota
$2.23M +$2.8K +9 +0.1%
CWAG
1263
Compton Wealth Advisory Group
Virginia
$2.22M +$37.9K +122 +1%
GL
1264
Graypoint LLC
New York
$2.22M -$32.7K -105 -1%
Polen Capital Management
1265
Polen Capital Management
Florida
$2.22M -$3.52M -11,325 -58%
A
1266
AlphaQuest
New York
$2.21M +$1.81M +5,821 +239%
TC
1267
TwinBeech Capital
New York
$2.2M -$2.75M -8,830 -52%
PWM
1268
Power Wealth Management
Georgia
$2.19M +$56.3K +181 +2%
DC
1269
DeDora Capital
California
$2.18M +$14.3K +46 +0.6%
CPC
1270
Congress Park Capital
New York
$2.18M -$97.7K -314 -4%
AC
1271
AXQ Capital
New Jersey
$2.17M +$1.86M +5,990 +284%
EWM
1272
Elmwood Wealth Management
California
$2.17M -$26.4K -85 -1%
CFCI
1273
Comprehensive Financial Consultants Institutional
Indiana
$2.16M +$45.4K +146 +2%
CRIG
1274
Charter Research & Investment Group
Connecticut
$2.16M
MCCP
1275
Mission Creek Capital Partners
California
$2.16M -$84K -270 -3%

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.