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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
CSB
1926
City State Bank
Iowa
$674K +$24.9K +80 +3%
WCM
1927
Windsor Capital Management
Arizona
$674K -$3.11K -10 -0.4%
QL
1928
Quarry LP
New York
$673K +$704K +2,263 +927%
BBI
1929
Baxter Bros Inc
Connecticut
$671K +$201K +647 +35%
HIF
1930
Hill Island Financial
Michigan
$670K -$16.5K -53 -2%
CP
1931
Clarendon Private
Massachusetts
$668K +$58.5K +188 +8%
SC
1932
Solstein Capital
California
$667K
PWPS
1933
Pinnacle Wealth Planning Services
Ohio
$667K +$77.4K +249 +11%
CCA
1934
Childress Capital Advisors
Texas
$667K -$15.6K -50 -2%
BWM
1935
Bosman Wealth Management
California
$665K +$771K +2,478 New
ACGA
1936
Atlanta Consulting Group Advisors
Georgia
$665K -$45.1K -145 -6%
CT
1937
Clearstead Trust
Maine
$664K -$18.4K -59 -2%
KCIC
1938
Kuhn & Co Investment Counsel
Illinois
$662K
GWM
1939
Greenwich Wealth Management
Connecticut
$662K -$19.6K -63 -2%
AIMA
1940
Ables Iannone Moore & Associates
Georgia
$661K -$15.6K -50 -2%
EL
1941
Essex LLC
Illinois
$658K +$190K +611 +33%
LCGC
1942
Legacy Capital Group California
California
$657K -$3.73K -12 -0.5%
KA
1943
Kozak & Associates
Colorado
$654K +$12.8K +41 +2%
CIAS
1944
Capital Investment Advisory Services
North Carolina
$653K +$71.8K +231 +10%
MEG
1945
Millstone Evans Group
Colorado
$651K -$11.2K -36 -1%
WPC
1946
White Pine Capital
Minnesota
$651K +$66.9K +215 +10%
Kayne Anderson Rudnick Investment Management
1947
Kayne Anderson Rudnick Investment Management
California
$650K +$334K +1,075 +80%
MTC
1948
McDaniel Terry & Co
Texas
$649K +$186K +597 +33%
BFA
1949
Beaumont Financial Advisors
Massachusetts
$648K +$9.95K +32 +1%
KFA
1950
Kapstone Financial Advisors
Ohio
$646K

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.