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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
BC
1326
Burney Company
Virginia
$1.97M -$331K -1,065 -13%
HCCM
1327
Hudson Canyon Capital Management
New York
$1.97M
SIP
1328
Stoneridge Investment Partners
Pennsylvania
$1.97M -$2.23M -7,182 -50%
KTC
1329
Kentucky Trust Company
Kentucky
$1.96M -$29.5K -95 -1%
OGF
1330
Orin Green Financial
California
$1.96M +$2.58M +8,300 New
PWP
1331
Perfromance Wealth Partners
Illinois
$1.96M -$17.1K -55 -0.7%
RMC
1332
Resources Management Corp
Connecticut
$1.96M +$525K +1,689 +30%
AF
1333
Atala Financial
California
$1.96M +$456K +1,467 +25%
NP
1334
Nilsine Partners
Colorado
$1.95M -$61K -196 -3%
AWMT
1335
AAFMAA Wealth Management & Trust
North Carolina
$1.95M +$186K +597 +9%
LS
1336
Leelyn Smith
Illinois
$1.94M +$47K +151 +2%
AAM
1337
Augustine Asset Management
Florida
$1.94M
TWM
1338
Thrive Wealth Management
Pennsylvania
$1.94M -$167K -537 -7%
CFG
1339
Cooper Financial Group
California
$1.94M +$208K +668 +10%
DWM
1340
Dakota Wealth Management
Florida
$1.94M -$15.1M -48,505 -87%
ACM
1341
AlphaStar Capital Management
North Carolina
$1.94M +$1.99M +6,402 +777%
CM
1342
Caption Management
Oklahoma
$1.93M -$933K -3,000 -29%
RSWM
1343
Robertson Stephens Wealth Management
California
$1.93M -$63.8K -205 -3%
UAS
1344
United Asset Strategies
New York
$1.93M -$50.7K -163 -2%
Koshinski Asset Management
1345
Koshinski Asset Management
Illinois
$1.93M +$28.6K +92 +1%
ISL
1346
Ingalls & Snyder LLC
New York
$1.92M -$57.9K -186 -3%
ANTB
1347
AMG National Trust Bank
Colorado
$1.92M -$349K -1,121 -14%
CCS
1348
Concentric Capital Strategies
Connecticut
$1.92M -$5.39M -17,328 -71%
GCM
1349
Glynn Capital Management
California
$1.92M
WCM
1350
Weaver Capital Management
Georgia
$1.91M -$109K -349 -5%

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.