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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
GSIAS
1776
Garden State Investment Advisory Services
New Jersey
$903K +$10.6K +34 +1%
PSP
1777
Principal Street Partners
Tennessee
$899K +$8.4K +27 +0.8%
PA
1778
Probity Advisors
Texas
$897K +$29.5K +95 +3%
SCA
1779
STALEY CAPITAL ADVISERS
Pennsylvania
$897K +$11.8K +38 +1%
MMG
1780
Monetary Management Group
Missouri
$896K +$31.1K +100 +3%
TPW
1781
Talon Private Wealth
Florida
$892K +$140K +451 +16%
TGAM
1782
TBH Global Asset Management
Tennessee
$889K +$15.9K +51 +2%
CIG
1783
Cascade Investment Group
Colorado
$886K +$133K +428 +15%
GAG
1784
Goodman Advisory Group
Massachusetts
$886K +$1.03M +3,301 New
TA
1785
TFG Advisers
Michigan
$879K +$11.2K +36 +1%
EAM
1786
Empirical Asset Management
Massachusetts
$876K -$12.1M -38,783 -92%
RCA
1787
Roberts Capital Advisors
Colorado
$875K
SA
1788
Sovran Advisors
California
$872K +$180K +580 +20%
MMPW
1789
Mitchell McLeod Pugh & Williams
Alabama
$871K +$209K +672 +26%
PGWM
1790
Parisi Gray Wealth Management
New Jersey
$870K +$569K +1,828 +129%
XF
1791
XML Financial
Maryland
$869K -$76.5K -246 -7%
DW30
1792
Drucker Wealth 3.0
New Jersey
$869K -$225K -724 -18%
SAM
1793
Strive Asset Management
Ohio
$867K -$153K -492 -13%
MIC
1794
Meridian Investment Counsel
California
$867K
TWM
1795
Trueblood Wealth Management
Ohio
$866K +$165K +530 +20%
DJYG
1796
David J. Yvars Group
Florida
$865K -$45.1K -145 -4%
RWM
1797
Riverbend Wealth Management
South Carolina
$865K +$103K +332 +11%
FWP
1798
Forefront Wealth Partners
Texas
$864K +$44.2K +142 +5%
IWA
1799
Icon Wealth Advisors
Texas
$859K +$51.9K +167 +6%
LSIA
1800
LaSalle St. Investment Advisors
Illinois
$859K +$232K +747 +30%

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.