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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
BCM
2226
BluePointe Capital Management
California
$411K +$145K +465 +44%
MPCA
2227
Madison Park Capital Advisors
Washington
$411K +$9.33K +30 +2%
BFG
2228
Beacon Financial Group
Texas
$410K +$1.87K +6 +0.4%
RFO
2229
RiverGlades Family Offices
Florida
$409K
FFC
2230
First Financial Corp
Indiana
$408K -$15.6K -50 -3%
ACG
2231
Allen Capital Group
Nebraska
$408K +$125K +401 +36%
CRI
2232
Colonial River Investments
Virginia
$408K -$308K -991 -39%
OWA
2233
Outlook Wealth Advisors
Texas
$408K -$7.15K -23 -1%
4A
2234
4Wealth Advisors
Illinois
$407K +$50.1K +161 +12%
S
2235
Sunpointe
Missouri
$406K -$70K -225 -13%
SIM
2236
SSI Investment Management
California
$406K -$311 -1 -0.1%
AAA
2237
American Alpha Advisors
New York
$406K +$470K +1,512 New
FPW
2238
Fairvoy Private Wealth
Alabama
$403K -$448K -1,440 -49%
AAP
2239
Aristotle Atlantic Partners
Florida
$403K
HA
2240
Harbor Advisors
Florida
$403K
KFGK
2241
Keystone Financial Group (Kentucky)
Kentucky
$402K -$2.49K -8 -0.5%
RIS
2242
Retirement Income Solutions
Michigan
$401K
OWM
2243
Opes Wealth Management
California
$401K +$70K +225 +18%
TC
2244
TFR Capital
Texas
$401K +$465K +1,495 New
AW
2245
Alteri Wealth
California
$401K +$7.46K +24 +2%
DIM
2246
DC Investments Management
Virginia
$400K +$15.6K +50 +3%
WA
2247
Waddell & Associates
Tennessee
$399K
BWP
2248
Balboa Wealth Partners
Arizona
$399K -$77.1K -248 -14%
MWA
2249
Muirfield Wealth Advisors
North Carolina
$396K +$6.22K +20 +1%
TWP
2250
Tower Wealth Partners
Pennsylvania
$394K +$188K +603 +70%

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.