We are live on ! Find out more
CRM icon

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
Empower Advisory Group
201
Empower Advisory Group
Colorado
$97.6M -$1.21M -3,881 -1%
Assenagon Asset Management
202
Assenagon Asset Management
Luxembourg
$97.4M +$36.1M +116,165 +47%
Los Angeles Capital Management
203
Los Angeles Capital Management
California
$96.6M -$98.9M -317,906 -47%
AC
204
AKO Capital
United Kingdom
$96.6M +$112M +359,908 New
MSV
205
MN Services Vermogensbeheer
Netherlands
$95.5M -$8.21M -26,400 -7%
ATO
206
Alecta Tjanstepension Omsesidigt
Sweden
$95.2M +$60.7M +195,000 +122%
Cetera Investment Advisers
207
Cetera Investment Advisers
Illinois
$94.2M +$11.1M +35,768 +11%
Man Group
208
Man Group
United Kingdom
$93.9M +$19.4M +62,374 +22%
Teacher Retirement System of Texas
209
Teacher Retirement System of Texas
Texas
$93.9M -$2.6M -8,356 -2%
SMDAM
210
Sumitomo Mitsui DS Asset Management
Japan
$93.7M +$5.74M +18,453 +6%
Jones Financial Companies
211
Jones Financial Companies
Missouri
$93M +$25.5M +81,916 +31%
BPC
212
Banque Pictet & Cie
Switzerland
$92.8M -$9.24M -29,709 -8%
SFM
213
Soros Fund Management
New York
$92M +$14.1M +45,411 +15%
CRM
214
Cardano Risk Management
Netherlands
$91.2M +$1.62M +5,206 +2%
ROIC
215
Route One Investment Company
California
$90.9M -$61.7M -198,450 -37%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$89.6M +$4.11M +13,213 +4%
LF
217
Lansforsakringar Fondforvaltning
Sweden
$89.6M -$6.05M -19,445 -6%
Squarepoint
218
Squarepoint
New York
$89.6M +$39.6M +127,329 +62%
Calamos Advisors
219
Calamos Advisors
Illinois
$88.4M +$10.3M +33,180 +11%
Harris Associates
220
Harris Associates
Illinois
$87.4M -$313M -1,005,803 -76%
MRG
221
Milestone Resources Group
British Virgin Islands
$87.1M
Lord, Abbett & Co
222
Lord, Abbett & Co
New Jersey
$86.9M +$43.6M +140,208 +76%
State of New Jersey Common Pension Fund D
223
State of New Jersey Common Pension Fund D
New Jersey
$86.7M -$8.97M -28,836 -8%
N
224
Natixis
France
$86.3M -$65.4M -210,334 -39%
Bank Julius Baer & Co
225
Bank Julius Baer & Co
Switzerland
$85.9M +$1.64M +5,267 +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.