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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
BCM
2551
Boreal Capital Management
Florida
$241K +$236K +884 New
BFS
2552
Burkett Financial Services
South Carolina
$241K +$267 +1 +0.1%
FC
2553
Forte Capital
New York
$241K -$10.4K -39 -4%
WFA
2554
Wellspring Financial Advisors
Ohio
$240K +$35K +131 +17%
CV
2555
Counterweight Ventures
North Carolina
$240K -$26.2K -98 -10%
RFN
2556
RDA Financial Network
Iowa
$240K -$1.17M -4,361 -83%
TWM
2557
Tripletail Wealth Management
Florida
$238K +$269K +1,006 New
PJWM
2558
Philip James Wealth Mangement
Georgia
$238K
GGA
2559
Granite Group Advisors
Connecticut
$238K
EC
2560
EntryPoint Capital
New York
$238K +$233K +871 New
FF
2561
Foronjy Financial
California
$237K +$233K +871 New
AIM
2562
Arcadia Investment Management
Michigan
$237K
PFG
2563
PAX Financial Group
Texas
$237K -$154K -577 -40%
ONSWM
2564
Old North State Wealth Management
North Carolina
$237K +$4.54K +17 +2%
DCM
2565
DGS Capital Management
New Jersey
$235K -$18.2K -68 -7%
PWM
2566
Puff Wealth Management
New Jersey
$234K +$3.74K +14 +2%
AWA
2567
Aletheian Wealth Advisors
Washington
$234K +$230K +859 New
ITIM
2568
Indiana Trust & Investment Management
Indiana
$234K -$80.2K -300 -26%
HWM
2569
Hobbs Wealth Management
Indiana
$234K -$32.9K -123 -13%
CFS
2570
Coordinated Financial Services
Colorado
$234K -$38.5K -144 -14%
BCM
2571
Brown Capital Management
Maryland
$234K -$105K -392 -31%
IIA
2572
Integral Investment Advisors
California
$234K +$229K +857 New
CWA
2573
Centennial Wealth Advisory
Michigan
$233K +$228K +852 New
WWM
2574
Whalen Wealth Management
Nevada
$233K -$385K -1,439 -63%
IFPG
2575
Intrepid Financial Planning Group
Indiana
$233K

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.