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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
JWCA
2101
J.W. Coons Advisors
Ohio
$504K +$79.3K +255 +16%
SCM
2102
Stevens Capital Management
Pennsylvania
$500K -$1.7M -5,470 -75%
FWA
2103
Flagship Wealth Advisors
Massachusetts
$500K +$1.16M +3,736 +20,756%
IP
2104
Ignite Planners
California
$498K +$102K +327 +21%
SWP
2105
Semus Wealth Partners
Florida
$498K +$20.5K +66 +4%
ACP
2106
Aviance Capital Partners
Florida
$498K
SI
2107
Seeds Investor
New York
$497K -$66.2K -213 -10%
WWP
2108
Waypoint Wealth Partners
California
$495K -$38.9K -125 -6%
RFW
2109
Rainier Family Wealth
Washington
$494K +$19.3K +62 +3%
BCA
2110
Bay Colony Advisors
Massachusetts
$493K +$27.1K +87 +5%
IWM
2111
Iams Wealth Management
Nebraska
$493K
WWA
2112
Wisconsin Wealth Advisors
Wisconsin
$492K -$5.91K -19 -1%
PFA
2113
Pure Financial Advisors
California
$492K +$144K +464 +34%
OIS
2114
OneAscent Investment Solutions
Alabama
$492K +$570K +1,834 New
EP
2115
EPIQ Partners
Minnesota
$492K +$266K +854 +87%
NFA
2116
Northern Financial Advisors
Michigan
$492K -$10.3K -33 -2%
ACA
2117
Aspire Capital Advisors
Washington
$487K
VFG
2118
Victory Financial Group
Texas
$486K +$148K +475 +35%
ANBT
2119
American National Bank & Trust
Texas
$486K +$70K +225 +14%
AGWCA
2120
Annis Gardner Whiting Capital Advisors
Florida
$485K -$11.5K -37 -2%
FFA
2121
Founders Financial Alliance
North Carolina
$485K +$562K +1,808 New
TVAMP
2122
Tennessee Valley Asset Management Partners
Tennessee
$485K +$1.87K +6 +0.3%
OFG
2123
Oxford Financial Group
Indiana
$484K +$22.1K +71 +4%
AG
2124
AmeriFlex Group
Nevada
$484K +$231K +744 +70%
GAA
2125
Guardian Asset Advisors
Pennsylvania
$483K +$60.6K +195 +12%

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.