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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
HBT
1451
Heartland Bank & Trust
Illinois
$1.61M +$1M +3,227 +117%
GA
1452
GraniteShares Advisors
New York
$1.6M +$39.2K +126 +2%
MFA
1453
Millington Financial Advisors
Illinois
$1.6M +$204K +657 +12%
FPF
1454
First Pacific Financial
Washington
$1.6M -$248K -797 -12%
FG
1455
Fiduciary Group
Georgia
$1.59M -$66.6K -214 -3%
IAS
1456
IMA Advisory Services
Colorado
$1.58M -$68.1K -219 -4%
RAM
1457
Redmond Asset Management
Virginia
$1.58M +$5.6K +18 +0.3%
DA
1458
Doliver Advisors
Texas
$1.58M +$34.8K +112 +2%
NL
1459
NVWM LLC
Pennsylvania
$1.58M +$17.4K +56 +0.9%
KHCM
1460
Kirtland Hills Capital Management
Ohio
$1.58M +$429K +1,380 +28%
WBC
1461
West Branch Capital
Massachusetts
$1.58M +$513K +1,648 +39%
PIA
1462
Perennial Investment Advisors
California
$1.57M +$539K +1,734 +42%
AA
1463
ABC Arbitrage
France
$1.57M +$448K +1,439 +33%
RCA
1464
Riverview Capital Advisers
Massachusetts
$1.57M -$1.55K -5 -0.1%
EML
1465
Eos Management LP
New York
$1.57M
1SB
1466
1ST Source Bank
Indiana
$1.57M +$115K +370 +7%
TCPG
1467
Trivant Custom Portfolio Group
California
$1.56M -$47.3K -152 -3%
SAI
1468
Savvy Advisors Inc
New York
$1.56M +$321K +1,031 +21%
RAM
1469
Ramirez Asset Management
New York
$1.56M -$50.4K -162 -3%
MWM
1470
MFG Wealth Management
Indiana
$1.56M -$153K -491 -8%
SSI
1471
Scott & Selber Inc
Texas
$1.56M +$2.18K +7 +0.1%
CI
1472
CX Institutional
Indiana
$1.55M -$22.7K -73 -1%
BC
1473
Bowman & Company
Wisconsin
$1.55M +$140K +451 +8%
CWM
1474
Castle Wealth Management
Florida
$1.55M +$59.1K +190 +3%
CB
1475
Community Bank
New York
$1.55M +$74K +238 +4%

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.