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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
PDL
2001
Portfolio Design Labs
California
$587K -$1.62M -5,200 -70%
CCA
2002
Coign Capital Advisors
Utah
$586K +$11.5K +37 +2%
WA
2003
WBH Advisory
Maryland
$586K -$622 -2 -0.1%
BFA
2004
Beacon Financial Advisory
Ohio
$585K +$25.2K +81 +4%
OAM
2005
Oxford Asset Management
United Kingdom
$584K +$677K +2,176 New
WBCM
2006
Wilson & Boucher Capital Management
California
$584K
BCM
2007
Berbice Capital Management
New York
$582K -$3.11K -10 -0.5%
HCM
2008
Hengehold Capital Management
Ohio
$582K -$7.78K -25 -1%
HAM
2009
Harmony Asset Management
Arizona
$580K +$195K +628 +41%
SSA
2010
Sierra Summit Advisors
Nevada
$579K +$239K +768 +55%
BW
2011
BIP Wealth
Georgia
$577K -$143K -459 -18%
CA
2012
Carson Advisory
Georgia
$576K +$37.6K +121 +6%
PWS
2013
Peterson Wealth Services
Utah
$572K -$23K -74 -3%
RS
2014
R Squared
Hong Kong
$572K +$662K +2,130 New
GWM
2015
Gibbs Wealth Management
Georgia
$571K +$201K +645 +44%
SFG
2016
Synergy Financial Group
California
$570K +$17.7K +57 +3%
DFCM
2017
Dark Forest Capital Management
Puerto Rico
$569K +$659K +2,120 New
TA
2018
TFB Advisors
Kansas
$569K +$29.5K +95 +5%
HL
2019
HeadInvest LLC
Maine
$565K +$2.49K +8 +0.4%
EL
2020
EWA LLC
Pennsylvania
$565K +$33K +106 +5%
MUAMU
2021
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$564K -$1.4M -4,500 -68%
DIM
2022
Delta Investment Management
California
$564K -$50.4K -162 -7%
WPWM
2023
Western Pacific Wealth Management
Illinois
$562K -$9.95K -32 -2%
FNBT
2024
FineMark National Bank & Trust
Florida
$561K +$151K +485 +30%
RBWA
2025
RFG - Bristol Wealth Advisors
Massachusetts
$561K -$15.9K -51 -2%

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.