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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
CFIA
2276
Cantor Fitzgerald Investment Advisors
New York
$376K
MCM
2277
Massar Capital Management
Connecticut
$376K +$435K +1,400 New
CWMGO
2278
Capstone Wealth Management Group (Oregon)
Oregon
$375K -$38.6K -124 -8%
FCG
2279
Fielder Capital Group
Tennessee
$374K +$32.3K +104 +8%
TFM
2280
TFC Financial Management
Massachusetts
$373K +$39.5K +127 +10%
BMC
2281
Beaton Management Company
Massachusetts
$372K -$59.1K -190 -12%
JCIA
2282
Jackson Creek Investment Advisors
Colorado
$371K -$450K -1,446 -51%
PIA
2283
Pinion Investment Advisors
Kansas
$370K -$8.4K -27 -2%
LA
2284
Lifeworks Advisors
Michigan
$370K +$101K +325 +31%
BFC
2285
Bedel Financial Consulting
Indiana
$370K +$53.2K +171 +14%
TWM
2286
Tradition Wealth Management
Minnesota
$369K -$5.6K -18 -1%
WG
2287
Wealth Group
North Carolina
$369K +$19.3K +62 +5%
PMSA
2288
Patrick M. Sweeney & Associates
Illinois
$368K +$15.6K +50 +4%
RA
2289
Ransom Advisory
Rhode Island
$367K -$62.2K -200 -13%
SCG
2290
Sonata Capital Group
Washington
$367K +$93.3K +300 +28%
GD
2291
Grandfield & Dodd
New York
$367K +$933 +3 +0.2%
TM
2292
TigerOak Management
New Mexico
$366K +$13.7K +44 +3%
GAG
2293
GM Advisory Group
New York
$362K -$13.7K -44 -3%
SSWM
2294
Sheets Smith Wealth Management
North Carolina
$362K +$4.67K +15 +1%
BWM
2295
BlackDiamond Wealth Management
New York
$361K -$10.9K -35 -3%
SA
2296
Sage Advisors
Colorado
$359K +$416K +1,336 New
FFA
2297
First Foundation Advisors
California
$358K -$36.7K -118 -8%
SWM
2298
Scissortail Wealth Management
Oklahoma
$357K +$31.1K +100 +8%
TFA
2299
Toth Financial Advisory
Virginia
$357K +$414K +1,331 New
MCM
2300
Manchester Capital Management
Vermont
$357K +$12.4K +40 +3%

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.