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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
LRWA
2126
Long Run Wealth Advisors
New York
$482K +$79.3K +255 +17%
AF
2127
Apexium Financial
Texas
$481K +$45.4K +146 +9%
LCM
2128
Landscape Capital Management
New Jersey
$481K -$1.31M -4,226 -70%
APWM
2129
Argonautica Private Wealth Management
Massachusetts
$481K -$4.35K -14 -0.8%
RFS
2130
Richardson Financial Services
Massachusetts
$480K +$9.33K +30 +2%
NI
2131
Natural Investments
California
$478K +$8.4K +27 +2%
WPC
2132
Waters Parkerson & Co
Louisiana
$477K
PSP
2133
Pacific Sage Partners
Washington
$476K
DTL
2134
Dynamic Technology Lab
Singapore
$475K +$74.6K +240 +16%
AT
2135
Avalon Trust
New Mexico
$475K -$35.8K -115 -6%
CWA
2136
Clarity Wealth Advisors
California
$472K +$12.4K +40 +2%
RTC
2137
Real Talk Capital
Tennessee
$470K +$29.2K +94 +6%
OL
2138
one8zero8 LLC
North Carolina
$469K +$12.8K +41 +2%
DFG
2139
Delta Financial Group
New Jersey
$468K +$179K +574 +54%
AWM
2140
Aries Wealth Management
Maine
$467K +$195K +627 +56%
BSHC
2141
Breed's Hill Capital
Massachusetts
$465K +$13.1K +42 +2%
RLH
2142
RD Lewis Holdings
Florida
$465K
ICP
2143
Impact Capital Partners
Colorado
$464K -$107K -345 -17%
LWM
2144
LJI Wealth Management
Indiana
$464K +$33.3K +107 +7%
DE
2145
Diversified Enterprises
Delaware
$462K +$207K +667 +63%
FFA
2146
Florida Financial Advisors
Florida
$462K -$77.8K -250 -13%
IA
2147
IFG Advisors
Missouri
$460K +$4.67K +15 +0.9%
ACM
2148
Arcataur Capital Management
Wisconsin
$460K -$40.4K -130 -7%
TWP
2149
Triad Wealth Partners
Kansas
$460K +$8.09K +26 +2%
EWA
2150
Encompass Wealth Advisors
Oregon
$459K -$10.3K -33 -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.