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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
CNTOF
1801
Canandaigua National Trust of Florida
New York
$859K +$18.7K +60 +2%
EFI
1802
EHP Funds Inc
Canada
$859K +$156K +500 +19%
KSB
1803
Kennebec Savings Bank
Maine
$858K +$42.3K +136 +4%
GI
1804
GAMCO Investors
Connecticut
$856K +$250K +805 +34%
CH
1805
Cromwell Holdings
Wyoming
$856K
ARMT
1806
Amica Retiree Medical Trust
Rhode Island
$854K -$240K -773 -20%
ACP
1807
Argyle Capital Partners
California
$854K +$2.8K +9 +0.3%
HBW
1808
Hazlett, Burt & Watson
West Virginia
$852K +$52.9K +170 +6%
RH
1809
RFG Holdings
Texas
$851K +$179K +575 +22%
SRC
1810
Sage Rhino Capital
California
$850K +$3.73K +12 +0.4%
LOIM
1811
Liberty One Investment Management
Illinois
$849K +$12.1K +39 +1%
WGC
1812
Watts Gwilliam & Co
Arizona
$849K -$162K -520 -14%
DFC
1813
DB Fitzpatrick & Co
Idaho
$848K -$115K -369 -10%
WWM
1814
Westwood Wealth Management
California
$846K +$980K +3,152 New
CMANY
1815
Capital Management Associates (New York)
New York
$845K
IIM
1816
InTrack Investment Management
Vermont
$844K -$720K -2,315 -42%
DWAM
1817
Duncan Williams Asset Management
Tennessee
$842K +$183K +589 +23%
EFS
1818
Essex Financial Services
Connecticut
$840K -$70.9K -228 -7%
1IA
1819
1834 Investment Advisors
Wisconsin
$836K +$98K +315 +11%
MFS
1820
Mattson Financial Services
Michigan
$836K -$119K -384 -11%
EHWM
1821
Eads & Heald Wealth Management
Georgia
$835K +$77.4K +249 +9%
GDP
1822
Great Diamond Partners
Maine
$833K -$68.1K -219 -7%
QC
1823
Quent Capital
New York
$832K +$4.35K +14 +0.5%
WSA
1824
Warm Springs Advisors
California
$826K +$32K +103 +3%
CS
1825
Crescent Sterling
Louisiana
$826K +$423K +1,359 +79%

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.