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
CCFM
2326
Clear Creek Financial Management
Washington
$339K +$54.4K +175 +16%
NWWA
2327
New Wave Wealth Advisors
Arkansas
$338K +$76.2K +245 +24%
FOA
2328
Five Oceans Advisors
California
$337K -$933 -3 -0.2%
RI
2329
Ridgewood Investments
New Jersey
$337K +$73.1K +235 +23%
JAG
2330
Journey Advisory Group
Kentucky
$336K +$34.8K +112 +10%
DWS
2331
Dynamic Wealth Strategies
California
$336K +$5.29K +17 +1%
SFG
2332
Sovereign Financial Group
Connecticut
$336K +$18K +58 +5%
BCM
2333
Brown Capital Management
Maryland
$335K -$572K -1,838 -60%
SWA
2334
SOA Wealth Advisors
New York
$335K -$18K -58 -4%
FHC
2335
First Heartland Consultants
Missouri
$334K +$37.3K +120 +11%
VIM
2336
Vancity Investment Management
British Columbia, Canada
$334K +$387K +1,243 New
CCM
2337
Chaney Capital Management
Washington
$334K -$45.4K -146 -11%
RWPA
2338
Richard W. Paul & Associates
Michigan
$333K -$5.29K -17 -1%
SPC
2339
Spirepoint Private Client
Florida
$333K +$12.1K +39 +3%
IJWM
2340
Inman Jager Wealth Management
Mississippi
$333K
SPF
2341
South Plains Financial
Texas
$332K +$107K +343 +38%
RFA
2342
Resurgent Financial Advisors
Georgia
$332K -$16.2K -52 -4%
AWA
2343
Adapt Wealth Advisors
Georgia
$332K -$1.55K -5 -0.4%
CNBOF
2344
City National Bank of Florida
Florida
$332K +$385K +1,237 New
LMC
2345
Lightspeed Management Company
California
$332K
YWM
2346
Yoder Wealth Management
California
$330K -$2.8K -9 -0.7%
NERM
2347
New England Research & Management
Illinois
$330K +$383K +1,230 New
OPWM
2348
Oregon Pacific Wealth Management
Oregon
$329K +$33K +106 +9%
GMA
2349
Glassy Mountain Advisors
Maryland
$328K
LW
2350
Libra Wealth
California
$328K +$380K +1,223 New

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.