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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$23.6B +$430M +1,383,942 +2%
BlackRock
2
BlackRock
New York
$21.5B +$1.07B +3,427,189 +4%
State Street
3
State Street
Massachusetts
$13B -$144M -463,567 -0.9%
JP Morgan Chase
4
JP Morgan Chase
New York
$6.2B +$1.2B +3,870,100 +20%
Capital Research Global Investors
5
Capital Research Global Investors
California
$5.58B -$1.04B -3,333,623 -14%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.56B +$250M +804,043 +4%
Morgan Stanley
7
Morgan Stanley
New York
$5.44B +$337M +1,082,983 +6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$4.66B -$1.81B -5,814,594 -25%
Capital International Investors
9
Capital International Investors
California
$3.64B -$950M -3,054,756 -18%
Norges Bank
10
Norges Bank
Norway
$3.03B +$164M +527,822 +5%
Northern Trust
11
Northern Trust
Illinois
$2.94B -$83.7M -269,051 -2%
Bank of America
12
Bank of America
North Carolina
$2.8B +$373M +1,199,644 +13%
UBS AM
13
UBS AM
Illinois
$2.48B +$187M +600,386 +7%
Goldman Sachs
14
Goldman Sachs
New York
$2.21B +$165M +529,935 +7%
Fisher Asset Management
15
Fisher Asset Management
Washington
$2.16B -$1.37B -4,401,846 -35%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$2.04B -$236M -759,978 -9%
N
17
Nuveen
North Carolina
$2.04B -$311M -1,000,257 -12%
Invesco
18
Invesco
Georgia
$2.03B -$71.4M -229,641 -3%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$1.96B -$507M -1,629,136 -18%
Capital World Investors
20
Capital World Investors
California
$1.86B -$639M -2,055,584 -23%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.76B +$115M +369,230 +6%
Legal & General Group
22
Legal & General Group
United Kingdom
$1.76B -$1.15M -3,688 -0.1%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$1.73B -$48.4M -155,454 -2%
Charles Schwab
24
Charles Schwab
California
$1.7B +$84.1M +270,521 +4%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$1.68B -$73.3M -235,676 -4%

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.