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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
BF
1576
bLong Financial
Tennessee
$1.29M
CB
1577
CNB Bank
Pennsylvania
$1.29M +$33.3K +107 +2%
HPC
1578
HM Payson & Co
Maine
$1.29M +$48.2K +155 +3%
TFA
1579
Teamwork Financial Advisors
Texas
$1.29M +$1.11M +3,582 +297%
BFPW
1580
BOK Financial Private Wealth
Colorado
$1.29M -$40.7K -131 -3%
AIC
1581
Argus Investors Counsel
New York
$1.28M +$22.1K +71 +2%
CPA
1582
Capital Performance Advisors
California
$1.28M +$867K +2,786 +140%
DL
1583
DOHJ LLC
Washington
$1.28M -$212K -681 -13%
BAM
1584
Bosun Asset Management
Illinois
$1.28M -$14K -45 -0.9%
GCA
1585
Gallagher Capital Advisors
Texas
$1.28M +$33K +106 +2%
CRWM
1586
Castle Rock Wealth Management
California
$1.27M -$169K -543 -10%
GWANC
1587
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.27M +$22.7K +73 +2%
6F
1588
626 Financial
Michigan
$1.27M +$825K +2,651 +127%
GWSG
1589
GPS Wealth Strategies Group
Colorado
$1.27M -$97K -312 -6%
VBCG
1590
Valley Brook Capital Group
Pennsylvania
$1.26M -$7.78K -25 -0.5%
MM
1591
Morangie Management
Florida
$1.26M -$258K -828 -15%
WIM
1592
Westside Investment Management
California
$1.26M -$31.1K -100 -2%
OWP
1593
Obermeyer Wealth Partners
Colorado
$1.26M -$145K -467 -9%
CCP
1594
Carmel Capital Partners
California
$1.26M +$81.5K +262 +6%
VIM
1595
VELA Investment Management
Ohio
$1.26M -$11.2K -36 -0.8%
DP
1596
Dearborn Partners
Illinois
$1.26M -$34.8K -112 -2%
ACM
1597
Allred Capital Management
Texas
$1.26M +$89.3K +287 +7%
CCB
1598
Country Club Bank
Missouri
$1.25M +$10.3K +33 +0.7%
GITFIT
1599
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.25M +$187K +600 +15%
SFC
1600
SYM Financial Corp
Indiana
$1.25M -$72.2K -232 -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.