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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
TC
2051
Trilogy Capital
California
$538K +$70K +225 +13%
LWM
2052
Latko Wealth Management
Illinois
$538K +$622 +2 +0.1%
BIG
2053
Brookwood Investment Group
Arizona
$537K +$623K +2,002 New
CP
2054
Covenant Partners
Tennessee
$537K -$28.6K -92 -4%
GTAM
2055
Global Trust Asset Management
Florida
$537K -$112K -360 -15%
AIMC
2056
Alley Investment Management Company
Illinois
$537K
GMF
2057
Grace & Mercy Foundation
New York
$537K
CI
2058
Corient IA
Florida
$537K +$622K +2,000 New
WAG
2059
Winthrop Advisory Group
Massachusetts
$537K +$15.6K +50 +3%
CPWA
2060
Cerro Pacific Wealth Advisors
California
$535K +$2.8K +9 +0.6%
EA
2061
Everpar Advisors
Oklahoma
$534K +$10.3K +33 +2%
SPWG
2062
Sage Private Wealth Group
Illinois
$532K +$34.8K +112 +6%
KIC
2063
Kensington Investment Counsel
California
$529K
FWM
2064
Focused Wealth Management
New York
$529K -$6.84K -22 -1%
PWM
2065
Pines Wealth Management
North Carolina
$529K +$1.55K +5 +0.2%
FFA
2066
Fi3 Financial Advisors
Indiana
$528K -$24.6K -79 -4%
ORI
2067
Oak Ridge Investments
Illinois
$527K -$25.5K -82 -4%
CFD
2068
Creative Financial Designs
Indiana
$526K +$165K +532 +37%
WF
2069
Wayfinding Financial
Washington
$526K +$58.8K +189 +11%
PA
2070
Persium Advisors
Georgia
$524K +$41.7K +134 +7%
NRC
2071
New Republic Capital
North Carolina
$524K +$933 +3 +0.2%
MAM
2072
Milestone Asset Management
Pennsylvania
$524K -$612K -1,969 -50%
RWP
2073
Revolve Wealth Partners
New Jersey
$522K +$37K +119 +7%
KW
2074
KWB Wealth
California
$522K +$28.9K +93 +6%
CNBTD
2075
Citizens National Bank Trust Department
Mississippi
$521K +$5.6K +18 +0.9%

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.