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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
SIG
1651
Sargent Investment Group
Maryland
$1.13M -$15.9K -51 -1%
BAM
1652
Byrne Asset Management
New Jersey
$1.13M +$39.5K +127 +3%
TPWA
1653
Twin Peaks Wealth Advisors
California
$1.12M -$117K -377 -8%
DCM
1654
Dudley Capital Management
Virginia
$1.12M -$23.3K -75 -2%
FIM
1655
Freedom Investment Management
Connecticut
$1.12M +$494K +1,589 +61%
APP
1656
Avantax Planning Partners
Iowa
$1.12M +$170K +546 +15%
AF
1657
Aldebaran Financial
$1.12M +$9.33K +30 +0.7%
GWP
1658
Gen-Wealth Partners
Michigan
$1.12M +$108K +348 +9%
OWA
1659
Octavia Wealth Advisors
Ohio
$1.12M +$8.4K +27 +0.7%
LCM
1660
LCM Capital Management
Illinois
$1.12M +$31.7K +102 +3%
KCFA
1661
Key Client Fiduciary Advisors
New Jersey
$1.12M
OFS
1662
Orrstown Financial Services
Pennsylvania
$1.11M -$63.5K -204 -5%
BDFN
1663
Bond & Devick Financial Network
Minnesota
$1.11M +$81.2K +261 +7%
AWM
1664
Angeles Wealth Management
California
$1.11M +$90.2K +290 +8%
FFG
1665
Fiduciary Financial Group
California
$1.1M -$249K -801 -16%
MCA
1666
Magnolia Capital Advisors
Mississippi
$1.1M +$40.4K +130 +3%
SIC
1667
Salem Investment Counselors
North Carolina
$1.09M +$21.1K +68 +2%
SFG
1668
Shum Financial Group
California
$1.08M +$67.2K +216 +6%
BIA
1669
Benchmark Investment Advisors
Illinois
$1.08M +$904K +2,905 +259%
NSIM
1670
North Star Investment Management
Illinois
$1.08M -$168K -541 -12%
APC
1671
Aspire Private Capital
North Carolina
$1.07M +$88.3K +284 +8%
TBC
1672
Ted Buchan & Co
California
$1.07M +$933 +3 +0.1%
LAM
1673
L2 Asset Management
Massachusetts
$1.07M +$150K +483 +14%
MCP
1674
Mirador Capital Partners
California
$1.07M +$24.6K +79 +2%
CWA
1675
Crux Wealth Advisors
California
$1.07M -$41.4K -133 -3%

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.