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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
NME
1701
Notis-McConarty Edward
$1.03M +$499K +1,604 +72%
WI
1702
WrapManager Inc
California
$1.03M +$15.2K +49 +1%
EPIMS
1703
Evelyn Partners Investment Management Services
$1.03M +$66.6K +214 +6%
UIM
1704
Unified Investment Management
Georgia
$1.02M -$71.5K -230 -6%
WF
1705
WinCap Financial
Massachusetts
$1.02M -$57.5K -185 -5%
ACM
1706
Aster Capital Management
United Arab Emirates
$1.02M -$190K -610 -15%
BL
1707
BFSG LLC
California
$1.02M -$32.3K -104 -3%
B
1708
Barings
North Carolina
$1.02M -$965K -3,102 -45%
VA
1709
Valmark Advisers
Ohio
$1.01M -$54.7K -176 -4%
CWA
1710
Consilium Wealth Advisory
Texas
$1.01M +$28K +90 +2%
BWM
1711
Baron Wealth Management
Michigan
$1.01M +$27.1K +87 +2%
LFG
1712
Larson Financial Group
Missouri
$1M -$4.04K -13 -0.3%
LPT
1713
Legacy Private Trust
Wisconsin
$1M -$368K -1,183 -24%
SSWM
1714
Strait & Sound Wealth Management
California
$1M +$190K +610 +20%
NIWA
1715
New Insight Wealth Advisors
California
$1M +$56.6K +182 +5%
GCM
1716
Gladius Capital Management
Illinois
$998K -$779K -2,505 -40%
GKWIM
1717
Gerber Kawasaki Wealth & Investment Management
California
$993K +$429K +1,380 +59%
FCA
1718
FLC Capital Advisors
California
$993K +$93.3K +300 +9%
IIM
1719
Ipswich Investment Management
Massachusetts
$992K +$37.3K +120 +3%
OIM
1720
Oder Investment Management
California
$992K -$18.7K -60 -2%
TCM
1721
Triumph Capital Management
Colorado
$992K +$539K +1,733 +88%
FWCM
1722
Ferguson Wellman Capital Management
Oregon
$991K +$547K +1,760 +91%
CIA
1723
Cape Investment Advisory
Georgia
$990K -$38.9K -125 -3%
SWM
1724
Seed Wealth Management
Illinois
$989K
TCPW
1725
Twin City Private Wealth
North Carolina
$987K +$111K +356 +11%

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.