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
OIA
2701
Optimum Investment Advisors
Illinois
$136K
DMBA
2702
Deseret Mutual Benefit Administrators
Utah
$133K
PCTC
2703
Perkins Coie Trust Company
Washington
$132K -$535 -2 -0.4%
VFM
2704
Vision Financial Markets
Connecticut
$130K
BIA
2705
Bell Investment Advisors
California
$130K +$4.01K +15 +3%
AT
2706
Arlington Trust
Alabama
$129K -$8.82K -33 -7%
CSC
2707
Caldwell Sutter Capital
California
$128K
FFA
2708
Frazier Financial Advisors
Ohio
$127K +$3.74K +14 +3%
FCG
2709
Financial Connections Group
California
$126K +$53.5K +200 +76%
BHWM
2710
Beaird Harris Wealth Management
Texas
$119K +$13.1K +49 +13%
NC
2711
NewSquare Capital
Pennsylvania
$116K +$40.1K +150 +54%
IHWM
2712
Iron Horse Wealth Management
Iowa
$115K +$267 +1 +0.2%
TIM
2713
Total Investment Management
Arizona
$115K +$113K +423 New
OAJ
2714
Ogorek Anthony Joseph
New York
$115K -$5.35K -20 -5%
FMP
2715
Financial Management Professionals
Texas
$112K -$7.75K -29 -7%
AP
2716
Atwood & Palmer
Missouri
$111K
RPA
2717
Redwood Park Advisors
California
$111K -$26.5K -99 -20%
DFA
2718
DHJJ Financial Advisors
Illinois
$110K +$108K +403 New
KIG
2719
Kessler Investment Group
Indiana
$109K
FDCP
2720
Foster Dykema Cabot & Partners
Massachusetts
$109K
EPW
2721
Evergreen Private Wealth
Colorado
$108K +$2.94K +11 +3%
PWA
2722
Provenance Wealth Advisors
Florida
$106K +$66K +247 +175%
PWMG
2723
Private Wealth Management Group
New Jersey
$105K +$1.87K +7 +2%
CPG
2724
Cornerstone Planning Group
New Jersey
$104K -$65.2K -244 -37%
BBPWM
2725
Blue Bell Private Wealth Management
Pennsylvania
$104K +$15.8K +59 +18%

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.