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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
GF
2176
Gries Financial
Ohio
$439K +$76.2K +245 +18%
MWM
2177
Mattern Wealth Management
Kansas
$439K +$6.53K +21 +1%
GSB
2178
Greenfield Savings Bank
Massachusetts
$438K +$74.3K +239 +17%
FAM
2179
Fairtree Asset Management
South Africa
$438K +$107K +344 +27%
SYBT
2180
Stock Yards Bank & Trust
Kentucky
$438K -$15.6K -50 -3%
BTWM
2181
Brass Tax Wealth Management
Ohio
$438K +$2.8K +9 +0.6%
VFG
2182
V2 Financial group
Illinois
$437K
OW
2183
Olistico Wealth
Oklahoma
$435K
FFM
2184
Fullerton Fund Management
Singapore
$435K +$504K +1,622 New
PFA
2185
Pathway Financial Advisors
Vermont
$435K
HHRDM
2186
H&H Retirement Design & Management
Nevada
$435K +$622 +2 +0.1%
CCC
2187
Compass Capital Corp
Massachusetts
$435K +$337K +1,085 +176%
CAM
2188
Claret Asset Management
Quebec, Canada
$434K -$504K -1,620 Closed
IA
2189
IFC Advisors
California
$434K -$622K -2,000 -55%
LWM
2190
Lionshead Wealth Management
New York
$433K -$49.8K -160 -9%
SIAG
2191
Safeguard Investment Advisory Group
California
$432K +$221K +712 +79%
OWM
2192
OneAscent Wealth Management
Alabama
$432K +$122K +391 +32%
PB
2193
Pinnacle Bancorp
Nebraska
$432K -$39.2K -126 -7%
FPWM
2194
FSB Premier Wealth Management
Iowa
$431K +$133K +427 +36%
BOC
2195
Bull Oak Capital
California
$428K +$496K +1,596 New
BCP
2196
Berkeley Capital Partners
Georgia
$427K +$20.8K +67 +4%
SFPG
2197
Stonebridge Financial Planning Group
Florida
$426K +$24.9K +80 +5%
CH
2198
Canton Hathaway
Rhode Island
$426K
LI
2199
LRI Investments
Florida
$425K +$96.7K +311 +1%
CIAM
2200
Caitong International Asset Management
Hong Kong
$425K +$262K +843 +114%

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.