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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
TP
1826
Tranquility Partners
Tennessee
$826K +$4.35K +14 +0.5%
WIM
1827
Waverton Investment Management
United Kingdom
$824K
AWAG
1828
ARS Wealth Advisors Group
Florida
$824K +$63.5K +204 +7%
WPW
1829
Watershed Private Wealth
Illinois
$822K
AWA
1830
AGH Wealth Advisors
Kansas
$822K +$65.3K +210 +7%
SOS
1831
Silver Oak Securities
Tennessee
$820K +$267K +857 +39%
MSWM
1832
McGlone Suttner Wealth Management
Wisconsin
$819K +$73.7K +237 +8%
RMDI
1833
R.M. Davis Inc
Maine
$819K +$57.9K +186 +6%
WAOI
1834
Wealth Advisors of Iowa
Iowa
$816K -$3.73K -12 -0.4%
HI
1835
Harbour Investments
Wisconsin
$814K -$116K -373 -11%
APW
1836
Austin Private Wealth
Texas
$813K +$26.1K +84 +3%
SWIG
1837
Strategic Wealth Investment Group
Kentucky
$813K -$14.2M -45,592 -94%
CWM
1838
Concentrum Wealth Management
California
$812K +$6.53K +21 +0.7%
ACI
1839
Alpha Cubed Investments
California
$810K -$42.9K -138 -4%
BWA
1840
Blodgett Wealth Advisors
California
$808K -$12.1K -39 -1%
FFN
1841
Focus Financial Network
Minnesota
$808K -$70.9K -228 -7%
FAFN
1842
First Affirmative Financial Network
Colorado
$805K +$20.2K +65 +2%
KA
1843
Klingman & Associates
New York
$805K +$44.5K +143 +5%
MWA
1844
Midland Wealth Advisors
Illinois
$798K +$26.7K +86 +3%
GAM
1845
Griffin Asset Management
New York
$796K +$709K +2,279 +332%
PCM
1846
Pointe Capital Management
Michigan
$795K +$16.8K +54 +2%
CAM
1847
Carret Asset Management
New York
$792K
MLA
1848
My Legacy Advisors
Oregon
$789K +$42.9K +138 +5%
KC
1849
Knuff & Co
California
$788K -$1.55K -5 -0.2%
AFT
1850
Alpha Family Trust
California
$788K

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.