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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
DIM
2426
DLK Investment Management
California
$293K +$8.4K +27 +3%
UAG
2427
United Advisor Group
Ohio
$293K -$255K -819 -43%
SIC
2428
Shoker Investment Counsel
Ohio
$293K
MCM
2429
Mengis Capital Management
Oregon
$293K
FAT
2430
First American Trust
California
$292K +$7.46K +24 +2%
MTIM
2431
Marathon Trading Investment Management
Pennsylvania
$292K -$5.88M -18,909 -95%
Cohen & Steers
2432
Cohen & Steers
New York
$291K +$323K +1,040 +2,364%
FWM
2433
Forza Wealth Management
Florida
$290K
MCM
2434
M1 Capital Management
Michigan
$290K +$13.7K +44 +4%
1WM
2435
1900 Wealth Management
Texas
$290K +$21.5K +69 +7%
NFG
2436
Nadler Financial Group
Illinois
$289K -$1.55K -5 -0.5%
CPA
2437
Capital Planning Advisors
California
$288K +$1.24K +4 +0.4%
SIC
2438
Sigma Investment Counselors
Michigan
$287K -$20.5K -66 -6%
LIA
2439
LBMC Investment Advisors
Tennessee
$286K -$156K -500 -32%
MWM
2440
Momentous Wealth Management
Washington
$286K +$40.1K +129 +14%
BWG
2441
Balanced Wealth Group
Ohio
$285K
IFU
2442
iSAM Funds (UK)
United Kingdom
$284K -$370K -1,188 -53%
NIM
2443
Northeast Investment Management
Massachusetts
$284K
EC
2444
EdgeRock Capital
Colorado
$284K -$14K -45 -4%
WE
2445
Wealth Effects
Massachusetts
$283K +$38.9K +125 +13%
CCA
2446
Catalyst Capital Advisors
New York
$283K +$102K +327 +45%
GCM
2447
Gallacher Capital Management
Colorado
$283K -$45.4K -146 -12%
EW
2448
Element Wealth
Mississippi
$282K -$19.9K -64 -6%
CAAS
2449
Capital Asset Advisory Services
Michigan
$282K +$4.35K +14 +1%
SPA
2450
Sherbrooke Park Advisers
New York
$282K +$76.8K +247 +31%

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.