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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
Mirae Asset Global ETFs Holdings
176
Mirae Asset Global ETFs Holdings
Hong Kong
$126M -$249K -802 -0.2%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$126M +$47.9M +153,852 +49%
EPFB
178
Employees Provident Fund Board
Malaysia
$122M +$45.3M +145,496 +47%
Treasurer of the State of North Carolina
179
Treasurer of the State of North Carolina
North Carolina
$119M +$2.57M +8,261 +2%
Jacobs Levy Equity Management
180
Jacobs Levy Equity Management
New Jersey
$119M +$133M +428,343 +3,211%
IG
181
ING Group
Netherlands
$114M +$39M +125,337 +42%
US Bancorp
182
US Bancorp
Minnesota
$114M -$17.3M -55,587 -12%
XL
183
XN LP
New York
$112M -$9.38M -30,155 -7%
Truist Financial
184
Truist Financial
North Carolina
$110M -$3.81M -12,247 -3%
HighTower Advisors
185
HighTower Advisors
Illinois
$108M +$2.67M +8,596 +2%
Federated Hermes
186
Federated Hermes
Pennsylvania
$107M -$127K -409 -0.1%
Kovitz Investment Group Partners
187
Kovitz Investment Group Partners
Illinois
$105M -$43.8M -140,776 -26%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$104M +$16.8M +53,938 +16%
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$104M -$4.18M -13,431 -3%
LWCA
190
Locust Wood Capital Advisers
New York
$103M +$26.5M +85,204 +28%
Handelsbanken Fonder
191
Handelsbanken Fonder
Sweden
$101M +$7.15M +22,986 +6%
Select Equity Group
192
Select Equity Group
New York
$101M -$31.7M -102,017 -21%
State of Tennessee, Department of Treasury
193
State of Tennessee, Department of Treasury
Tennessee
$101M +$2.14M +6,889 +2%
SO
194
STRS Ohio
Ohio
$100M +$8.77M +28,187 +8%
TAF
195
Tredje AP-fonden
Sweden
$100M -$16.5M -53,162 -12%
KK
196
KLP Kapitalforvaltning
Norway
$99M +$1.46M +4,700 +1%
SEP
197
Soma Equity Partners
California
$98.6M +$9.76M +31,380 +9%
EC
198
Eminence Capital
New York
$98.5M -$2.67M -8,573 -2%
IC
199
IEQ Capital
California
$98.5M +$14.3M +46,003 +14%
IIP
200
Intermede Investment Partners
United Kingdom
$98.2M +$19.5M +62,624 +21%

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.