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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
BWM
2601
Blossom Wealth Management
California
$222K +$3.21K +12 +1%
NCTC
2602
New Covenant Trust Company
Indiana
$222K
AZ
2603
Alpha Zero
Florida
$221K +$12.6K +47 +6%
BPC
2604
Bearing Point Capital
Minnesota
$221K +$216K +809 New
CAI
2605
Capital Advisors Inc
Oklahoma
$220K -$17.6K -66 -8%
OFO
2606
OneAscent Family Office
Alabama
$220K -$4.28K -16 -2%
SIA
2607
SkyView Investment Advisors
New Jersey
$220K +$215K +806 New
IIM
2608
InTrack Investment Management
Vermont
$220K -$625K -2,339 -74%
EFL
2609
ERn Financial LLC
Wisconsin
$219K +$1.34K +5 +0.6%
BW
2610
Blalock Williams
Alabama
$219K -$24.6K -92 -10%
CCMW
2611
Cypress Capital Management (Wyoming)
Wyoming
$218K
AWF
2612
Alpha Wealth Funds
Utah
$218K +$214K +800 New
CIA
2613
Cladis Investment Advisory
Montana
$218K
SWM
2614
SilverOak Wealth Management
Minnesota
$218K +$214K +800 New
RWA
2615
Redhawk Wealth Advisors
Minnesota
$218K -$3.74K -14 -2%
VCP
2616
Verus Capital Partners
Arizona
$218K -$24.6K -92 -10%
WCM
2617
Wellington Capital Management
Maryland
$218K +$214K +799 New
PWA
2618
Prairie Wealth Advisors
Nebraska
$218K +$2.67K +10 +1%
RRA
2619
Round Rock Advisors
Connecticut
$218K -$4.54K -17 -2%
AIM
2620
Alhambra Investment Management
Florida
$217K +$213K +796 New
WAM
2621
Weatherly Asset Management
California
$217K +$4.54K +17 +2%
CGA
2622
Crescent Grove Advisors
Illinois
$217K -$1.87K -7 -0.9%
HCM
2623
HMS Capital Management
Tennessee
$217K +$212K +794 New
BMM
2624
Berkshire Money Management
Massachusetts
$216K -$41.4K -155 -16%
MSWM
2625
Mowery & Schoenfeld Wealth Management
Illinois
$216K -$5.08K -19 -2%

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.