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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
DIP
2576
DT Investment Partners
Pennsylvania
$232K
RA
2577
Rise Advisors
New York
$232K +$1.34K +5 +0.6%
ABWM
2578
Alpine Bank Wealth Management
Colorado
$232K -$36.1K -135 -14%
ACA
2579
Atlas Capital Advisors
Wyoming
$232K +$122K +455 +115%
BFF
2580
Byrne Financial Freedom
Massachusetts
$232K -$1.87K -7 -0.8%
CAL
2581
Capital Advisors Ltd
Ohio
$230K +$18.4K +69 +9%
OPA
2582
Old Port Advisors
Maine
$230K +$5.35K +20 +2%
HWA
2583
Heritage Wealth Advisors
Virginia
$229K +$267 +1 +0.1%
BWM
2584
BCS Wealth Management
Tennessee
$229K +$225K +841 New
RE
2585
Rydar Equities
Texas
$229K +$224K +839 New
JCM
2586
Janney Capital Management
Pennsylvania
$228K -$27.8K -104 -11%
AWA
2587
Archvest Wealth Advisors
California
$228K
TWA
2588
Talisman Wealth Advisors
New Jersey
$227K -$5.35K -20 -2%
RIA
2589
Realta Investment Advisors
Delaware
$226K -$2.41K -9 -1%
MPCL
2590
My Personal CFO LLC
Washington
$226K
CW
2591
Code Waechter
Florida
$226K +$221K +827 New
OP
2592
ORG Partners
Indiana
$225K -$37.4K -140 -14%
BAS
2593
Brueske Advisory Services
Washington
$225K +$1.87K +7 +0.9%
PA
2594
PSI Advisors
Florida
$225K -$53.2K -199 -19%
AAM
2595
Alphadyne Asset Management
New York
$225K +$221K +825 New
PFM
2596
Patton Fund Management
Texas
$224K +$219K +821 New
SWM
2597
Sagace Wealth Management
Florida
$224K +$219K +820 New
CGF
2598
Constant Guidance Financial
Massachusetts
$224K +$219K +820 New
HB
2599
Horizon Bancorp
Indiana
$223K -$17.4K -65 -7%
SN
2600
Sittner & Nelson
Oregon
$223K +$26.7K +100 +14%

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.