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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
WIA
2301
Wetzel Investment Advisors
Indiana
$356K -$31.1K -100 -7%
PBK
2302
Peoples Bank (Kansas)
Kansas
$355K +$30.8K +99 +8%
BWA
2303
Bestgate Wealth Advisors
Maryland
$354K
GI
2304
GLOBALT Investments
Georgia
$354K
WP
2305
Westmount Partners
California
$353K +$81.5K +262 +25%
CWMS
2306
Cannon Wealth Management Services
North Carolina
$353K -$31.4K -101 -7%
FIA
2307
FNY Investment Advisers
New York
$352K +$408K +1,312 New
WDL
2308
Well Done LLC
Michigan
$351K +$6.84K +22 +2%
CCM
2309
Consolidated Capital Management
California
$351K -$64.1K -206 -14%
FH
2310
FWG Holdings
Florida
$350K +$407K +1,309 New
PA
2311
Planning Alternatives
Michigan
$350K +$406K +1,304 New
TWP
2312
Tempus Wealth Planning
California
$350K
CWP
2313
Curated Wealth Partners
California
$349K +$111K +358 +38%
CIP
2314
Convergence Investment Partners
Florida
$347K -$99.2K -319 -20%
JWM
2315
JGP Wealth Management
Oregon
$346K +$53.5K +172 +15%
DWA
2316
Delap Wealth Advisory
Oregon
$345K -$15.9K -51 -4%
GCA
2317
Gradient Capital Advisors
California
$344K +$9.95K +32 +3%
IP
2318
Intellectus Partners
California
$344K
APG
2319
Abacus Planning Group
South Carolina
$342K +$70.3K +226 +22%
LBC
2320
Leigh Baldwin & Co
New York
$341K
CAS
2321
Coppell Advisory Solutions
Texas
$341K -$653K -2,098 -62%
KPWG
2322
KFA Private Wealth Group
Virginia
$341K +$395K +1,269 New
WKSWA
2323
White Knight Strategic Wealth Advisors
New Jersey
$340K -$447K -1,436 -53%
SCM
2324
Sitrin Capital Management
California
$340K
PAG
2325
Powers Advisory Group
Illinois
$339K +$311 +1 +0.1%

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.