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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
DFG
1276
Demars Financial Group
Washington
$2.14M -$25.1M -80,568 -12%
CCM
1277
Connective Capital Management
California
$2.14M +$2.48M +7,989 New
PWM
1278
Peterson Wealth Management
Nevada
$2.14M +$81.5K +262 +3%
CCM
1279
Chickasaw Capital Management
Tennessee
$2.14M -$57.5K -185 -2%
CCMT
1280
CMT Capital Markets Trading
Germany
$2.14M +$2.48M +7,975 New
RP
1281
Rice Partnership
Hawaii
$2.13M +$2.47M +7,942 New
BB
1282
Bell Bank
North Dakota
$2.13M -$204K -657 -8%
PIM
1283
Penobscot Investment Management
Massachusetts
$2.13M +$933 +3 +0%
SDIC
1284
South Dakota Investment Council
South Dakota
$2.13M
KWA
1285
Kingswood Wealth Advisors
California
$2.13M +$33.6K +108 +1%
FWA
1286
FOCUS Wealth Advisors
Texas
$2.12M -$61.3K -197 -2%
HT
1287
Heritage Trust
Oklahoma
$2.11M +$395K +1,269 +19%
SFM
1288
Signet Financial Management
New Jersey
$2.11M -$39.2K -126 -2%
SAM
1289
Steinberg Asset Management
New York
$2.1M +$474K +1,523 +24%
FNFDCM
1290
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.1M +$20.2K +65 +0.8%
PH
1291
Pinnacle Holdings
Oklahoma
$2.1M -$130K -417 -5%
FMB
1292
Field & Main Bank
Kentucky
$2.1M +$622 +2 +0%
AWP
1293
Ascent Wealth Partners
New York
$2.09M +$48.8K +157 +2%
JPWM
1294
Jamison Private Wealth Management
Georgia
$2.08M +$7.46K +24 +0.3%
PCG
1295
PFC Capital Group
California
$2.08M -$33K -106 -1%
SIM
1296
SWP Investment Management
Ohio
$2.08M +$2.41M +7,756 New
BAM
1297
Belpointe Asset Management
Nevada
$2.08M +$1.15M +3,694 +91%
IA
1298
Integrity Alliance
Iowa
$2.08M +$2.05M +6,578 +568%
HA
1299
Harfst & Associates
Wyoming
$2.07M +$39.5K +127 +2%
NL
1300
Navalign LLC
California
$2.07M -$28.9K -93 -1%

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.