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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
CF
1876
Cyr Financial
Illinois
$741K +$31.1K +100 +4%
RBFC
1877
Roman Butler Fullerton & Co
Missouri
$741K -$801K -2,575 -47%
PA
1878
PFG Advisors
Arizona
$741K +$48.8K +157 +6%
AWM
1879
Aviso Wealth Management
Washington
$740K +$18.4K +59 +2%
PCP
1880
Proficio Capital Partners
Massachusetts
$739K -$11.2K -36 -1%
MQWP
1881
Morey & Quinn Wealth Partners
Nebraska
$739K -$12.8K -41 -1%
MWM
1882
Modern Wealth Management
Kansas
$738K +$222K +714 +35%
AFM
1883
Abbot Financial Management
Massachusetts
$738K -$15.6K -50 -2%
HNW
1884
High Note Wealth
Minnesota
$737K -$2.18K -7 -0.3%
OWP
1885
ORG Wealth Partners
Texas
$733K +$189K +608 +29%
AA
1886
Advisory Alpha
Michigan
$732K +$84.3K +271 +11%
SFI
1887
SPC Financial Inc
Maryland
$730K -$144K -464 -15%
NF
1888
Nvest Financial
New Hampshire
$728K -$28.9K -93 -3%
MAWA
1889
Moss Adams Wealth Advisors
Washington
$728K +$24.9K +80 +3%
CWG
1890
Crown Wealth Group
North Carolina
$724K +$23.6K +76 +3%
HFM
1891
Hartford Funds Management
Pennsylvania
$715K +$123K +397 +18%
AO
1892
Advisor OS
Illinois
$714K +$123K +396 +17%
FWP
1893
FAS Wealth Partners
Kansas
$711K +$9.64K +31 +1%
PWM
1894
Prentice Wealth Management
New York
$710K +$18.7K +60 +2%
AF
1895
Advisornet Financial
Minnesota
$708K +$33K +106 +4%
LIG
1896
Lokken Investment Group
Delaware
$708K -$297K -955 -27%
ZIG
1897
Zullo Investment Group
Pennsylvania
$708K +$75.9K +244 +10%
OL
1898
OneFund LLC
Florida
$707K +$1.87K +6 +0.2%
HWMO
1899
Heritage Wealth Management (Ohio)
Ohio
$707K +$81.5K +262 +11%
TCM
1900
Tandem Capital Management
New Jersey
$707K +$166K +534 +25%

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.