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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
AWM
2726
Activest Wealth Management
Florida
$104K -$92.2K -345 -47%
FIM
2727
FWL Investment Management
Texas
$104K -$11.2K -42 -10%
FDW
2728
Fourth Dimension Wealth
Ohio
$103K -$29.1K -109 -22%
SWIM
2729
Smallwood Wealth Investment Management
New Jersey
$100K
BL
2730
BFSG LLC
California
$98.7K -$919K -3,436 -90%
WSC
2731
Wellington Shields & Co
New York
$98.4K -$130K -485 -57%
BGAI
2732
Bruce G. Allen Investments
Colorado
$98.4K +$40.1K +150 +71%
PWA
2733
Physician Wealth Advisors
Utah
$97.6K +$24.1K +90 +34%
CWM
2734
Consultiva Wealth Management
Puerto Rico
$95.7K
FPB
2735
First PREMIER Bank
South Dakota
$95K +$22.7K +85 +32%
CAM
2736
Creekmur Asset Management
Illinois
$90.8K +$29.7K +111 +50%
SAM
2737
Sherman Asset Management
California
$90.8K
NEWAS
2738
N.E.W. Advisory Services
Wisconsin
$90.4K +$39.8K +149 +82%
ECM
2739
Estabrook Capital Management
New York
$90.3K
VC
2740
Vestor Capital
Illinois
$90K +$350K +1,310 +170%
LFASL
2741
Lugano Financial Advisors SA (LFA)
Switzerland
$90K +$42.2K +158 +92%
FP
2742
Financial Perspectives
Minnesota
$89.3K
RTL
2743
Red Tortoise LLC
Georgia
$87.7K +$56.9K +213 +195%
AAG
2744
Armstrong Advisory Group
Massachusetts
$87K -$6.42K -24 -7%
RFG
2745
REAP Financial Group
Texas
$85.6K +$31.5K +118 +60%
EPAM
2746
Evelyn Partners Asset Management
$85.4K
MLA
2747
MB, Levis & Associates
Pennsylvania
$84.8K
SSG
2748
Summit Securities Group
New York
$84.3K +$82.6K +309 New
UIA
2749
Ulland Investment Advisors
Minnesota
$84K
HFS
2750
Horizon Financial Services
North Carolina
$81.8K

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.