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
BSB
1301
Bangor Savings Bank
Maine
$2.07M -$48.2K -155 -2%
UB
1302
Umpqua Bank
Oregon
$2.07M +$91.4K +294 +4%
NB
1303
Nicolet Bankshares
Wisconsin
$2.06M -$117K -377 -5%
IB
1304
Intrust Bank
Kansas
$2.06M +$152K +489 +7%
FIC
1305
FCG Investment Company
Tennessee
$2.05M +$2.38M +7,654 New
UWS
1306
Unique Wealth Strategies
Illinois
$2.05M -$26.4K -85 -1%
EWM
1307
EPG Wealth Management
Georgia
$2.05M +$123K +395 +5%
TFGT
1308
TS Financial Group (TSFG)
Illinois
$2.05M +$4.98K +16 +0.2%
BAM
1309
Beaumont Asset Management
Texas
$2.05M +$4.98K +16 +0.2%
SWK
1310
Stephen W. Kidder
$2.05M +$1.16M +3,714 +95%
BMCM
1311
Bryn Mawr Capital Management
Pennsylvania
$2.05M +$72.5K +233 +3%
AI
1312
Arvest Investments
Arkansas
$2.05M +$2.07M +6,643 +673%
AAS
1313
Ameritas Advisory Services
Nebraska
$2.05M -$128K -410 -5%
GIM
1314
Goelzer Investment Management
Indiana
$2.03M +$2.35M +7,562 New
PWP
1315
Pursue Wealth Partners
California
$2.03M +$770K +2,477 +49%
WMP
1316
Wealth Management Partners
Arizona
$2.03M -$14K -45 -0.6%
CCG
1317
Ceeto Capital Group
Florida
$2.01M
CAMV
1318
Concord Asset Management (Virginia)
Virginia
$2M +$243K +782 +11%
SIA
1319
Schechter Investment Advisors
Michigan
$2M -$361K -1,162 -13%
CWP
1320
Concord Wealth Partners
Virginia
$2M -$26.4K -85 -1%
CT
1321
Coastline Trust
Rhode Island
$1.99M +$339K +1,090 +17%
CPA
1322
Cardiff Park Advisors
California
$1.99M +$89.9K +289 +4%
SCP
1323
Stamos Capital Partners
California
$1.99M +$909K +2,924 +65%
KA
1324
Kerrisdale Advisers
Florida
$1.98M -$1.16M -3,722 -34%
CFFP
1325
Center for Financial Planning
Michigan
$1.98M +$3.73K +12 +0.2%

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.