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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
EPIME
1476
Evelyn Partners Investment Management (Europe)
$1.55M +$363K +1,167 +25%
RB
1477
Renasant Bank
Mississippi
$1.54M -$25.8K -83 -1%
RFM
1478
Royal Fund Management
Florida
$1.54M +$1.78M +5,729 New
TTIC
1479
Tower Trust & Investment Company
Iowa
$1.54M +$1.78M +5,719 New
GC
1480
Gilbert & Cook
Iowa
$1.53M -$4.04K -13 -0.2%
GCP
1481
GSA Capital Partners
United Kingdom
$1.53M +$1.24M +3,982 +230%
DRD
1482
Dennis R. Delaney
$1.53M +$705K +2,266 +66%
NCGI
1483
Next Century Growth Investors
Minnesota
$1.53M +$1.77M +5,690 New
LAM
1484
LECAP Asset Management
United Kingdom
$1.52M -$895K -2,878 -34%
GH
1485
GAM Holding
Switzerland
$1.52M +$268K +862 +18%
NAMNJ
1486
NorthStar Asset Management (New Jersey)
New Jersey
$1.52M +$150K +482 +9%
KMWM
1487
Keudell/Morrison Wealth Management
Oregon
$1.52M +$95.2K +306 +6%
CMI
1488
Clare Market Investments
Texas
$1.51M -$6.22K -20 -0.4%
LCM
1489
Lazari Capital Management
California
$1.51M +$36.4K +117 +2%
EW
1490
Evoke Wealth
California
$1.51M +$47.6K +153 +3%
CNBT
1491
Cornerstone National Bank & Trust
Illinois
$1.5M -$109K -351 -6%
MCM
1492
Mainstay Capital Management
Michigan
$1.5M -$25.2K -81 -1%
SW
1493
Simplicity Wealth
New Jersey
$1.49M +$1.25M +4,021 +261%
CA
1494
Claro Advisors
Massachusetts
$1.49M -$19K -61 -1%
PL
1495
Plancorp LLC
Missouri
$1.49M -$27.7K -89 -2%
BC
1496
Bridgefront Capital
Texas
$1.48M +$1.71M +5,508 New
AC
1497
Apella Capital
Connecticut
$1.48M +$29.9K +96 +2%
JFGIW
1498
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.48M +$315K +1,012 +23%
LAI
1499
Legal Advantage Investments
California
$1.47M -$7.78K -25 -0.5%
PPWM
1500
Paragon Private Wealth Management
Kentucky
$1.47M +$62.8K +202 +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.