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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
BTD
1376
BankPlus Trust Department
Mississippi
$1.85M +$42.9K +138 +2%
NFG
1377
Nations Financial Group
Iowa
$1.84M +$18K +58 +0.9%
NG
1378
Northstar Group
New York
$1.84M +$24.3K +78 +1%
TF
1379
TLWM Financial
Texas
$1.84M +$46.3K +149 +2%
GAM
1380
Grandview Asset Management
Pennsylvania
$1.83M +$46.7K +150 +2%
MW
1381
Maia Wealth
Colorado
$1.83M +$151K +487 +7%
CT
1382
Chicago Trust
Illinois
$1.83M +$5.29K +17 +0.2%
AWA
1383
Aaron Wealth Advisors
Illinois
$1.83M +$137K +442 +7%
RPC
1384
Rossmore Private Capital
Connecticut
$1.83M +$152K +489 +8%
SFA
1385
Semmax Financial Advisors
North Carolina
$1.82M +$92.4K +297 +5%
BWAM
1386
Boyd Watterson Asset Management
Ohio
$1.82M -$3.11K -10 -0.1%
VF
1387
Virtu Financial
New York
$1.8M -$4.35M -13,992 -68%
MSR
1388
Main Street Research
Connecticut
$1.8M -$175K -562 -8%
PTP
1389
Platform Technology Partners
New York
$1.79M +$270K +867 +15%
AFA
1390
AA Financial Advisors
Ohio
$1.79M +$104K +335 +5%
KP
1391
Keel Point
Alabama
$1.79M +$223K +716 +12%
SC
1392
Syon Capital
California
$1.78M +$522K +1,679 +34%
RCG
1393
Regatta Capital Group
California
$1.78M +$40.1K +129 +2%
DAM
1394
Doheny Asset Management
California
$1.78M -$109K -350 -5%
1W
1395
1776 Wealth
Georgia
$1.78M -$8.09K -26 -0.4%
OTL
1396
Oak Thistle LLC
New York
$1.78M +$2.06M +6,629 New
RMAM
1397
Raab & Moskowitz Asset Management
New Jersey
$1.78M +$234K +753 +13%
PGAM
1398
Princeton Global Asset Management
New Jersey
$1.77M +$79.3K +255 +4%
LPAM
1399
Lodestar Private Asset Management
California
$1.77M +$622 +2 +0%
BC
1400
Belmont Capital
California
$1.76M +$488K +1,570 +31%

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.