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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
BCP
2076
Blackhawk Capital Partners
Wisconsin
$521K -$34.8K -112 -5%
TSWM
2077
Tyler-Stone Wealth Management
Ohio
$519K +$146K +468 +32%
UWP
2078
Uniting Wealth Partners
Kansas
$519K +$14.3K +46 +2%
GSWM
2079
Golden State Wealth Management
California
$518K +$115K +370 +24%
SCI
2080
Silver Coast Investments
United States
$517K +$25.5K +82 +4%
AWAP
2081
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$517K +$311 +1 +0.1%
VCM
2082
Versant Capital Management
Arizona
$517K +$138K +444 +30%
BCG
2083
Breakwater Capital Group
New Jersey
$517K +$334K +1,074 +126%
RCM
2084
Raleigh Capital Management
North Carolina
$517K -$137K -441 -19%
IRC
2085
Investors Research Corp
Georgia
$515K -$71.2K -229 -11%
MPM
2086
Meritage Portfolio Management
Kansas
$515K -$5.81M -18,691 -91%
HWM
2087
Howard Wealth Management
Connecticut
$515K -$1.55K -5 -0.3%
BGA
2088
Battery Global Advisors
Massachusetts
$514K
PCM
2089
Poehling Capital Management
Wisconsin
$514K
SMC
2090
Smith, Moore & Co
Missouri
$512K +$87.4K +281 +17%
ISWM
2091
Independent Solutions Wealth Management
New York
$512K -$44.2K -142 -7%
TWP
2092
Tyche Wealth Partners
Texas
$512K -$34.8K -112 -6%
TW
2093
Traveka Wealth
California
$512K -$121K -390 -17%
IEFM
2094
IQ EQ Fund Management
Ireland
$511K +$593K +1,906 New
FLP
2095
Financial Life Planners
Arizona
$510K -$1.24K -4 -0.2%
BH
2096
Burk Holdings
Oklahoma
$510K +$591K +1,899 New
SC
2097
SummitTX Capital
Texas
$508K +$589K +1,894 New
JWM
2098
Jeppson Wealth Management
California
$507K +$9.33K +30 +2%
CFO
2099
CVA Family Office
Colorado
$506K +$25.2K +81 +4%
BOPW
2100
Brandywine Oak Private Wealth
Pennsylvania
$505K +$1.55K +5 +0.3%

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.