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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
RC
2351
Rovin Capital
Arizona
$328K -$127K -408 -25%
JCFM
2352
JBR Co Financial Management
Oklahoma
$328K
RCP
2353
Rothschild Capital Partners
New York
$327K
SEA
2354
Stegent Equity Advisors
Texas
$327K -$311 -1 -0.1%
WA
2355
Wealth Architects
California
$325K +$105K +339 +39%
WAG
2356
Wallace Advisory Group
California
$324K
UOTTAIMCU
2357
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$324K +$182K +586 +94%
AI
2358
Accredited Investors
Minnesota
$323K -$7.78K -25 -2%
FNBSF
2359
First National Bank Sioux Falls
South Dakota
$322K
AIM
2360
Advyzon Investment Management
Illinois
$321K +$79.6K +256 +27%
DWM
2361
Destination Wealth Management
California
$321K -$12.4K -40 -3%
BWS
2362
Broadway Wealth Solutions
Texas
$321K -$6.84K -22 -2%
KCM
2363
Kathmere Capital Management
Pennsylvania
$320K +$40.1K +129 +12%
I
2364
InceptionR
California
$320K +$371K +1,192 New
PI
2365
Pettee Investors
Connecticut
$319K
EFSCE
2366
Enterprise Financial Services Corp (EFSC)
Missouri
$319K +$13.7K +44 +4%
OBWG
2367
Onyx Bridge Wealth Group
New York
$319K +$62.2K +200 +20%
VI
2368
VanderPol Investments
Michigan
$319K +$5.91K +19 +2%
TFA
2369
Trinity Financial Advisors
Ohio
$319K +$9.64K +31 +3%
CCWM
2370
Cassaday & Co Wealth Management
Virginia
$318K -$5.6K -18 -1%
CFSG
2371
Clark Financial Services Group
Missouri
$318K +$98.3K +316 +36%
PFG
2372
Prosperity Financial Group
California
$317K -$18.7K -60 -5%
SI
2373
Saxon Interests
Texas
$317K +$146K +470 +66%
FCM
2374
Fourpath Capital Management
Oklahoma
$317K -$1.55K -5 -0.4%
HCP
2375
Hexagon Capital Partners
Arkansas
$316K +$123K +396 +51%

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.