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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
MFA
1751
Mayflower Financial Advisors
Massachusetts
$948K -$2.49K -8 -0.2%
SIG
1752
Sky Investment Group
Connecticut
$947K +$933 +3 +0.1%
IAIM
1753
International Assets Investment Management
Florida
$944K +$51.6K +166 +5%
OFS
1754
OneAscent Financial Services
Alabama
$943K +$135K +434 +14%
FAM
1755
Formidable Asset Management
Ohio
$943K +$88.3K +284 +9%
MTWM
1756
Masso Torrence Wealth Management
New Jersey
$940K +$37.9K +122 +4%
IPAM
1757
Investment Partners Asset Management
New Jersey
$936K +$14K +45 +1%
MI
1758
Motiv8 Investments
Florida
$936K -$70.9K -228 -6%
SF
1759
Symphony Financial
Texas
$934K -$3.71M -11,930 -76%
CAU
1760
Caxton Associates (UK)
$934K +$1.08M +3,479 New
RF
1761
Roxbury Financial
New Jersey
$931K -$19K -61 -2%
RIL
1762
Rothschild Investment LLC
Illinois
$931K -$16.8K -54 -2%
WFAG
1763
Worth Financial Advisory Group
North Carolina
$931K +$334K +1,074 +45%
HCM
1764
Howland Capital Management
Massachusetts
$930K +$528K +1,696 +96%
KIA
1765
Kraematon Investment Advisors
Massachusetts
$929K -$10.6K -34 -1%
UCB
1766
United Community Bank
South Carolina
$927K +$128K +413 +14%
HVCM
1767
Hel Ved Capital Management
Hong Kong
$926K -$1.43M -4,598 -57%
WPW
1768
Waldron Private Wealth
Pennsylvania
$925K -$1.19M -3,811 -53%
SS
1769
Sunbelt Securities
Texas
$920K -$135K -434 -11%
EMB
1770
Elefante Mark B
$917K +$530K +1,703 +99%
IIC
1771
Ironwood Investment Counsel
Arizona
$913K +$24.6K +79 +2%
SWA
1772
Sax Wealth Advisors
New Jersey
$911K +$9.64K +31 +0.9%
CC
1773
Callan Capital
California
$910K -$36.4K -117 -3%
CCWM
1774
Correct Capital Wealth Management
Missouri
$910K +$42K +135 +4%
PA
1775
Prossimo Advisors
California
$908K +$4.98K +16 +0.5%

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.