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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
TSW
1901
Three Seasons Wealth
Utah
$703K
WHC
1902
Wulff, Hansen & Co
California
$702K +$491K +1,580 +153%
SIM
1903
Sentry Investment Management
Wisconsin
$700K +$156K +500 +21%
KFI
1904
Key Financial Inc
Pennsylvania
$698K +$9.33K +30 +1%
LWP
1905
LeClair Wealth Partners
Ohio
$697K -$16.5K -53 -2%
GFP
1906
Gryphon Financial Partners
Ohio
$696K +$39.2K +126 +5%
EWM
1907
Evermay Wealth Management
Virginia
$695K -$6.22K -20 -0.8%
RFP
1908
Root Financial Partners
California
$695K +$79K +254 +11%
MC
1909
Machina Capital
France
$693K +$246K +790 +44%
CCT
1910
Chemung Canal Trust
New York
$692K -$36.7K -118 -4%
FFO
1911
Fortitude Family Office
Arizona
$690K -$9.95K -32 -1%
B
1912
Bellecapital
Switzerland
$689K +$390K +1,253 +95%
YP
1913
YANKCOM Partnership
South Dakota
$688K +$10.9K +35 +1%
CWG
1914
Cornerstone Wealth Group
North Carolina
$688K -$50.4K -162 -6%
WHCI
1915
W.H. Cornerstone Investments
Massachusetts
$686K +$358K +1,150 +82%
BWG
1916
Berry Wealth Group
Texas
$685K +$190K +611 +31%
DWM
1917
Dogwood Wealth Management
Kansas
$685K +$94.2K +303 +13%
CSPIA
1918
Cary Street Partners Investment Advisory
Virginia
$684K +$37.3K +120 +5%
VCM
1919
Virtue Capital Management
Tennessee
$684K +$87.4K +281 +12%
WJWM
1920
Williams Jones Wealth Management
New York
$683K +$11.5K +37 +1%
PWP
1921
Phillips Wealth Planners
Mississippi
$682K +$204K +655 +32%
CA
1922
Capital Advantage
California
$681K
AWAU
1923
Alliance Wealth Advisors (Utah)
Utah
$680K +$226K +728 +40%
RCA
1924
Runnymede Capital Advisors
Ohio
$679K -$8.09K -26 -1%
WCAMG
1925
Woodard & Company Asset Management Group
North Carolina
$679K +$61.6K +198 +8%

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.