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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
SIAP
2676
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$201K +$198K +739 New
AC
2677
Avory & Company
Florida
$201K -$3.74K -14 -2%
AWG
2678
Altus Wealth Group
Colorado
$201K -$17.9K -67 -8%
MWS
2679
MFA Wealth Services
California
$200K +$196K +734 New
VCP
2680
Vista Capital Partners
Oregon
$200K -$9.36K -35 -5%
AF
2681
Affiance Financial
Minnesota
$200K +$196K +734 New
FRA
2682
Front Row Advisors
California
$197K -$21.4K -80 -10%
HFS
2683
Hughes Financial Services
Virginia
$194K +$4.81K +18 +2%
C
2684
Covestor
United Kingdom
$193K -$52.9K -198 -22%
BCM
2685
Blume Capital Management
California
$185K -$1.07K -4 -0.6%
NWM
2686
Nova Wealth Management
Florida
$182K +$8.55K +32 +5%
FCAS
2687
First Command Advisory Services
Texas
$179K +$22.7K +85 +15%
LC
2688
L1 Capital
Australia
$177K +$173K +648 New
DCBT
2689
Dakota Community Bank & Trust
North Dakota
$174K +$12.8K +48 +8%
BCPWM
2690
Bradley & Co Private Wealth Management
Florida
$169K +$29.9K +112 +22%
BOJHT
2691
Bank of Jackson Hole Trust
Wyoming
$167K -$2.94K -11 -2%
HDIM
2692
Hanson & Doremus Investment Management
Vermont
$166K +$10.4K +39 +7%
TF
2693
Tompkins Financial
New York
$156K
CL
2694
CSS LLC
Illinois
$153K -$90.9K -340 -38%
JWA
2695
JFS Wealth Advisors
Pennsylvania
$150K +$11.8K +44 +9%
PWAM
2696
Private Wealth Asset Management
Iowa
$149K -$13.6K -51 -9%
BDL
2697
Banque de Luxembourg
Luxembourg
$148K
PW
2698
Pandora Wealth
Illinois
$145K -$54.5K -204 -28%
OC
2699
Oakworth Capital
Alabama
$142K +$15K +56 +12%
MWM
2700
Mascoma Wealth Management
New Hampshire
$141K

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.