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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
PFGIA
1526
Patriot Financial Group Insurance Agency
Massachusetts
$1.42M +$309K +992 +23%
RIM
1527
Redwood Investment Management
Arizona
$1.41M +$1.63M +5,256 New
WAAG
1528
Wealth Alliance Advisory Group
Kansas
$1.41M +$227K +730 +16%
RFN
1529
RDA Financial Network
Iowa
$1.41M +$172K +553 +12%
PWM
1530
Palumbo Wealth Management
New York
$1.4M +$400K +1,286 +33%
GPWM
1531
Grant Private Wealth Management
California
$1.4M +$495K +1,592 +44%
CA
1532
CoreCap Advisors
Michigan
$1.4M +$1.08M +3,465 +199%
RCAG
1533
Rehmann Capital Advisory Group
Michigan
$1.4M -$201K -645 -11%
SWC
1534
Square Wave Capital
New York
$1.39M -$5.05M -16,247 -76%
SWP
1535
Square Wave Partners
New York
$1.39M -$5.05M -16,247 -76%
FFS
1536
Founders Financial Securities
Maryland
$1.39M +$304K +977 +23%
MCC
1537
Malaga Cove Capital
California
$1.39M +$507K +1,629 +46%
ATS
1538
Ashton Thomas Securities
New York
$1.39M -$470K -1,510 -23%
GCM
1539
Geneva Capital Management
Wisconsin
$1.39M -$28.3K -91 -2%
QWP
1540
Quotient Wealth Partners
Texas
$1.38M +$97K +312 +6%
EW
1541
Elyxium Wealth
California
$1.38M +$1.6M +5,136 New
CCG
1542
Coastwise Capital Group
California
$1.38M -$67.5K -217 -4%
CCP
1543
Cunning Capital Partners
North Carolina
$1.37M -$9.02K -29 -0.6%
ACM
1544
Ayrshire Capital Management
Connecticut
$1.37M +$33K +106 +2%
AC
1545
Amitell Capital
Singapore
$1.37M +$1.59M +5,118 New
B
1546
Birchbrook
Maine
$1.37M -$32.7K -105 -2%
IIM
1547
Ironwood Investment Management
Massachusetts
$1.37M
PP
1548
PDS Planning
Ohio
$1.37M +$122K +392 +8%
OCM
1549
Orion Capital Management
California
$1.36M +$80.9K +260 +5%
HIM
1550
Hillsdale Investment Management
Ontario, Canada
$1.36M +$68.4K +220 +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.