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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
OPW
1726
Oxler Private Wealth
New York
$986K -$560K -1,801 -33%
BB
1727
Burford Brothers
Texas
$985K +$84.9K +273 +8%
MIM
1728
Moseley Investment Management
Florida
$984K +$43.9K +141 +4%
SOW
1729
State of Wyoming
Wyoming
$982K +$365K +1,175 +47%
PMA
1730
Prudent Man Advisors
Illinois
$981K +$5.91K +19 +0.5%
FB
1731
First Bancorp
Maine
$979K +$193K +622 +21%
SM
1732
Sciencast Management
New Jersey
$979K +$891K +2,865 +366%
PCS
1733
Personal CFO Solutions
New Jersey
$978K -$293K -942 -21%
SC
1734
Sierra Capital
Florida
$977K +$388K +1,249 +52%
UH
1735
Unigestion Holding
Switzerland
$975K +$1.13M +3,633 New
OPTFSNA
1736
Old Point Trust & Financial Services N A
Virginia
$975K -$43.5K -140 -4%
CFMC
1737
Curbstone Financial Management Corp
New Hampshire
$973K
AAP
1738
Arax Advisory Partners
Colorado
$973K -$466K -1,499 -29%
CWM
1739
Connecticut Wealth Management
Connecticut
$971K +$1.24K +4 +0.1%
BOH
1740
Bank of Hawaii
Hawaii
$969K -$244K -785 -18%
MAM
1741
MWA Asset Management
Massachusetts
$967K -$4.98K -16 -0.4%
SC
1742
Shay Capital
New York
$966K -$1.21M -3,900 -52%
AGP
1743
Aspire Growth Partners
Florida
$965K +$147K +472 +16%
SGI
1744
Summit Global Investments
Utah
$965K -$6.33M -20,341 -85%
CAG
1745
Csenge Advisory Group
Florida
$961K +$27.4K +88 +2%
MCWA
1746
Meadow Creek Wealth Advisors
Georgia
$953K +$44.8K +144 +4%
MYIA
1747
Mount Yale Investment Advisors
Colorado
$953K -$3.85M -12,394 -78%
IIC
1748
Integrated Investment Consultants
Michigan
$952K +$633K +2,036 +135%
FSBI
1749
Fearless Solutions (Best Invest)
Texas
$950K +$7.15K +23 +0.7%
TBT
1750
Texas Bank & Trust
Texas
$950K -$26.7K -86 -2%

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.