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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
ECM
2501
Elgethun Capital Management
South Dakota
$262K
CA
2502
Cannon Advisors
North Carolina
$262K +$256K +959 New
FFM
2503
Fullerton Fund Management
Singapore
$261K -$178K -665 -41%
WAG
2504
Wallace Advisory Group
California
$261K +$535 +2 +0.2%
SG
2505
Somerset Group
Minnesota
$260K -$1.34K -5 -0.5%
IGGA
2506
Iron Gate Global Advisors
Utah
$259K -$203K -759 -44%
OC
2507
Opinicus Capital
Florida
$259K +$254K +950 New
DWP
2508
Destiny Wealth Partners
Florida
$258K -$2.85M -10,674 -92%
F8IS
2509
Figure 8 Investment Strategies
Idaho
$258K -$1.6K -6 -0.6%
Winslow Capital Management
2510
Winslow Capital Management
Minnesota
$257K -$194M -724,107 -100%
GAMC
2511
Garner Asset Management Corp
Texas
$257K
NCM
2512
Next Capital Management
New York
$257K +$252K +943 New
RS
2513
Retirement Solution
Washington
$256K -$19.2K -72 -7%
LCM
2514
Lattice Capital Management
Washington
$256K
YIM
2515
Yoffe Investment Management
Pennsylvania
$255K +$267 +1 +0.1%
SWMP
2516
Signature Wealth Management Partners
New Jersey
$255K
BL
2517
Balentine LLC
Georgia
$255K +$250K +936 New
ACM
2518
AlphaStar Capital Management
North Carolina
$254K -$1.68M -6,295 -87%
Fiera Capital (Canada)
2519
Fiera Capital (Canada)
Quebec, Canada
$254K
MBI
2520
May Barnhard Investments
Maryland
$253K
IA
2521
Insight Advisors
Pennsylvania
$253K -$23K -86 -8%
TCWM
2522
Total Clarity Wealth Management
Illinois
$253K +$64.2K +240 +35%
COFSG
2523
Carbahal Olsen Financial Services Group
California
$252K
SIS
2524
Sound Income Strategies
Florida
$252K +$91.7K +343 +59%
EAM
2525
Evanson Asset Management
California
$251K +$27K +101 +12%

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.