We are live on ! Find out more
CRM icon

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
BH
2626
Burk Holdings
Oklahoma
$216K -$296K -1,108 -58%
WPA
2627
West Paces Advisors
Georgia
$216K +$17.4K +65 +9%
CHC
2628
City Holding Co
West Virginia
$216K +$103K +386 +95%
GWP
2629
Gateway Wealth Partners
Wisconsin
$215K +$211K +789 New
TA
2630
Teramo Advisors
Florida
$214K
SPI
2631
Sutton Place Investors
New York
$214K +$210K +786 New
SFS
2632
Stiles Financial Services
Minnesota
$214K -$13.6K -51 -6%
ACC
2633
Acorn Creek Capital
Colorado
$213K -$10.2K -38 -5%
KSWWM
2634
Keyes Stange & Wooten Wealth Management
Florida
$213K -$5.35K -20 -2%
CAM
2635
Clark Asset Management
New Hampshire
$213K +$4.81K +18 +2%
AWM
2636
Atticus Wealth Management
Florida
$212K +$205K +766 +5,892%
CM
2637
Capula Management
Cayman Islands
$212K -$950K -3,554 -82%
HWM
2638
Hemington Wealth Management
Virginia
$212K -$11.2K -42 -5%
PMG
2639
Private Management Group
California
$212K +$208K +777 New
CG
2640
CFO4Life Group
Texas
$211K -$24.6K -92 -11%
LFG
2641
Lockerman Financial Group
California
$210K -$6.68K -25 -3%
QFA
2642
Quantum Financial Advisors
California
$209K
RAS
2643
RPS Advisory Solutions
Kentucky
$209K -$4.01K -15 -2%
MSS
2644
Mitchell Sinkler & Starr
Pennsylvania
$209K
MAG
2645
M3 Advisory Group
Massachusetts
$208K -$100K -374 -33%
EB
2646
Exchange Bank
California
$208K
CFA
2647
Cahill Financial Advisors
Minnesota
$208K -$17.4K -65 -8%
TA
2648
TruWealth Advisors
Louisiana
$208K +$204K +763 New
UWM
2649
USAdvisors Wealth Management
Minnesota
$208K -$109K -408 -35%
WN
2650
Williams & Novak
California
$207K +$203K +760 New

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.