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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
RCM
2651
Raleigh Capital Management
North Carolina
$207K -$312K -1,166 -61%
TCM
2652
Tufton Capital Management
Maryland
$207K -$4.01K -15 -2%
SA
2653
Strategic Advocates
Utah
$207K +$202K +757 New
TFA
2654
Tranquilli Financial Advisor
New Jersey
$206K +$202K +756 New
GKIM
2655
GW&K Investment Management
Massachusetts
$206K +$52.7K +197 +35%
AFG
2656
ABLE Financial Group
Arizona
$206K +$202K +755 New
T
2657
Transce3nd
Texas
$206K -$62K -232 -24%
SLT
2658
St Louis Trust
Missouri
$205K
CCM
2659
Chiron Capital Management
Florida
$205K +$201K +753 New
DG
2660
DMC Group
Alabama
$205K +$201K +752 New
OFW
2661
Omnia Family Wealth
Florida
$205K -$106K -396 -35%
IA
2662
Intellus Advisors
Florida
$205K
AWM
2663
Abound Wealth Management
Tennessee
$204K -$3.21K -12 -2%
GA
2664
GoalVest Advisory
New York
$204K +$21.9K +82 +12%
GIA
2665
Guyasuta Investment Advisors
Pennsylvania
$204K +$200K +749 New
WDL
2666
Well Done LLC
Michigan
$203K -$81.3K -304 -29%
GWM
2667
GSB Wealth Management
Connecticut
$203K +$199K +746 New
USWIA
2668
UP Strategic Wealth Investment Advisors
Pennsylvania
$203K +$199K +745 New
GSIS
2669
Global Strategic Investment Solutions
Arizona
$203K +$199K +744 New
NIP
2670
Nicholas Investment Partners
California
$203K +$199K +743 New
VHAM
2671
Van Hulzen Asset Management
California
$202K +$198K +742 New
1WM
2672
1900 Wealth Management
Texas
$202K -$90.6K -339 -31%
PSF
2673
Pacific Sun Financial
California
$202K -$4.01K -15 -2%
AM
2674
Account Management
Massachusetts
$202K +$198K +740 New
LFS
2675
Legacy Financial Strategies
Kansas
$202K +$198K +740 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.