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Salesforce

2,954 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, 1,490 increasing their positions, 992 reducing their positions, and 297 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 1,490 | Existing positions reduced: 992

24% more call options, than puts

Call options by funds: $6.09B | Put options by funds: $4.89B

0.54% more ownership

Funds ownership: 80.93%81.46% (+0.54%)

5% less funds holding

Funds holding: 3,1092,954 (-155)

19% less capital invested

Capital invested by funds: $259B → $210B (-$48.8B)

34% less first-time investments, than exits

New positions opened: 197 | Existing positions closed: 297

41% less funds holding in top 10

Funds holding in top 10: 13379 (-54)

Holders
2,954
Holders Change
-155
Holders Change %
-4.99%
% of All Funds
39.53%
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
1,490
Reduced
992
Closed
297
Calls
$6.09B
Puts
$4.89B
Net Calls
+$1.2B
Net Calls Change
+$1.25B

CRM Hedge Fund Activity: Q1 2025 in Review

2,954 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2025, worth a combined $210B — down 19% from $259B a quarter earlier.

Sellers outnumbered buyers: 297 funds closed out of CRM and 197 opened new positions — a net loss of 100 holders — while 992 trimmed existing stakes and 1,490 added.

The largest buyer was Rockefeller Capital Management, adding an estimated $1.58B. The largest seller was Fidelity Investments, cutting an estimated $1.81B.

  • 2,954 institutional investors held Salesforce (CRM) as of Q1 2025, down from 3,109 in Q4 2024.
  • Funds reported $210B of Salesforce stock for Q1 2025, down 19% quarter-over-quarter.
  • 197 funds opened new Salesforce positions in Q1 2025 and 297 closed out, a net change of -100 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.