We are live on ! Find out more
CRM icon

Salesforce

2,954 hedge funds and large institutions have $210B invested in Salesforce in 2025 Q2 according to their latest regulatory filings, with 238 funds opening new positions, 1,398 increasing their positions, 1,043 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 1,398 | Existing positions reduced: 1,043

25% more first-time investments, than exits

New positions opened: 238 | Existing positions closed: 191

10% more call options, than puts

Call options by funds: $5.95B | Put options by funds: $5.4B

0% more funds holding

Funds holding: 2,9482,954 (+6)

0% more capital invested

Capital invested by funds: $210B → $210B (+$131M)

0.88% less ownership

Funds ownership: 81.5%80.62% (-0.88%)

29% less funds holding in top 10

Funds holding in top 10: 7956 (-23)

Holders
2,954
Holders Change
+6
Holders Change %
+0.2%
% of All Funds
38.89%
Holding in Top 10
56
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-29.11%
% of All Funds
0.74%
New
238
Increased
1,398
Reduced
1,043
Closed
191
Calls
$5.95B
Puts
$5.4B
Net Calls
+$549M
Net Calls Change
-$647M
Name Holding Trade Value Shares
Change
Change in
Stake
CQWA
2476
Chokshi & Queen Wealth Advisors
California
$273K +$267K +1,000 New
TCM
2477
Triumph Capital Management
Colorado
$272K -$721K -2,698 -73%
MFWP
2478
Mosaic Family Wealth Partners
Missouri
$272K -$5.08K -19 -2%
CWA
2479
Cura Wealth Advisors
Illinois
$272K
LRIA
2480
Leonard Rickey Investment Advisors
Washington
$272K +$3.74K +14 +1%
CNFG
2481
Creegan & Nassoura Financial Group
New Hampshire
$272K +$266K +996 New
MFS
2482
Madrona Financial Services
Washington
$271K +$6.68K +25 +3%
CPA
2483
Capital Planning Advisors
California
$270K -$22.7K -85 -8%
BFWA
2484
Benchmark Financial Wealth Advisors
Florida
$270K +$11.2K +42 +4%
WA
2485
Wambolt & Associates
Colorado
$268K +$4.01K +15 +2%
HR
2486
Howe & Rusling
New York
$268K -$14.7K -55 -5%
AIC
2487
Archer Investment Corporation
Indiana
$268K +$21.7K +81 +9%
GFG
2488
Greenberg Financial Group
Arizona
$267K +$155K +579 +51%
HWP
2489
Highline Wealth Partners
California
$267K +$2.41K +9 +0.9%
OWCM
2490
One Wealth Capital Management
Arizona
$267K -$15.8K -59 -6%
NG
2491
Novem Group
New York
$267K -$37.2K -139 -12%
CWMS
2492
Cannon Wealth Management Services
North Carolina
$266K -$78.3K -293 -23%
AAMA
2493
Advanced Asset Management Advisors
Ohio
$266K
SIM
2494
SSI Investment Management
California
$266K -$144K -538 -36%
APW
2495
Aurora Private Wealth
New Jersey
$265K -$802 -3 -0.3%
FWM
2496
Focused Wealth Management
New York
$263K -$269K -1,006 -51%
OHWA
2497
Oak Hill Wealth Advisors
Virginia
$263K
MWP
2498
Meriwether Wealth & Planning
Louisiana
$263K +$1.87K +7 +0.7%
PP
2499
Pingora Partners
Wyoming
$263K +$225K +840 +672%
WAM
2500
Weinberger Asset Management
California
$263K +$257K +963 New

CRM Hedge Fund Activity: Q2 2025 in Review

2,954 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2025, worth a combined $210B — up 0.06% from $210B a quarter earlier.

Buyers outnumbered sellers: 238 funds opened new CRM positions and 191 closed out — a net gain of 47 holders — while 1,398 added to existing stakes and 1,043 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.27B. The largest seller was Capital Research Global Investors, cutting an estimated $2.51B.

  • 2,954 institutional investors held Salesforce (CRM) as of Q2 2025, up from 2,948 in Q1 2025.
  • Funds reported $210B of Salesforce stock for Q2 2025, up 0.06% quarter-over-quarter.
  • 238 funds opened new Salesforce positions in Q2 2025 and 191 closed out, a net change of +47 holders.
  • The largest Salesforce buyer in Q2 2025 was Capital International Investors, an estimated $1.27B added.
  • The largest Salesforce seller in Q2 2025 was Capital Research Global Investors, an estimated $2.51B sold.

Based on aggregated 13F filings for Q2 2025.