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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
TCOO
2526
Trust Company of Oklahoma
Oklahoma
$251K +$246K +919 New
MSA
2527
McAlister Sweet & Associates
Texas
$250K -$30.2K -113 -11%
NBWM
2528
North Berkeley Wealth Management
California
$250K +$245K +917 New
MPM
2529
MBB Public Markets
Illinois
$250K -$56.1K -210 -19%
ZIC
2530
ZWJ Investment Counsel
Georgia
$250K -$12K -45 -5%
BPAMU
2531
BTG Pactual Asset Management US
New York
$249K -$211K -791 -46%
YWS
2532
Yarger Wealth Strategies
Ohio
$248K +$244K +911 New
TA
2533
Tactive Advisors
Florida
$248K +$243K +908 New
CCA
2534
Catalyst Capital Advisors
New York
$247K -$39K -146 -14%
PP
2535
Postrock Partners
Oregon
$247K
WA
2536
Westfuller Advisors
New York
$246K -$34.2K -128 -12%
AFM
2537
Armstrong Fleming & Moore
District of Columbia
$246K +$241K +901 New
VF
2538
Vawter Financial
Ohio
$245K -$6.95K -26 -3%
CPC
2539
Cookson Peirce & Co
Pennsylvania
$245K +$241K +900 New
ERWM
2540
Elk River Wealth Management
Colorado
$245K
SFO
2541
Stenger Family Office
Illinois
$244K +$246K +922 New
VCM
2542
Vivaldi Capital Management
Illinois
$244K -$17.6K -66 -7%
TWM
2543
Topsail Wealth Management
North Carolina
$244K +$239K +895 New
SSWG
2544
Seven Springs Wealth Group
Tennessee
$244K -$27K -101 -10%
RWM
2545
Rialto Wealth Management
New York
$244K +$1.07K +4 +0.4%
BWP
2546
BlueStem Wealth Partners
Minnesota
$242K +$535 +2 +0.2%
SAM
2547
Summit Asset Management
Tennessee
$242K +$21.7K +81 +10%
GAG
2548
Goodman Advisory Group
Massachusetts
$242K -$646K -2,415 -73%
SW
2549
SkyOak Wealth
Michigan
$242K +$13.4K +50 +6%
WTA
2550
Washington Trust Advisors
Massachusetts
$241K -$20.1K -75 -8%

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.