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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
WA
2751
WPG Advisers
Maryland
$81.5K -$49.5K -185 -38%
PWMG
2752
Prestige Wealth Management Group
New Jersey
$79.7K
MHR
2753
Matthew Hamilton Rosenberg
$79.6K -$11K -41 -12%
PSFG
2754
Park Square Financial Group
Georgia
$78K -$83.7K -313 -52%
SHIM
2755
Stone House Investment Management
Pennsylvania
$77.7K -$40.6K -152 -35%
NCM
2756
Northwest Capital Management
Oregon
$77.2K
CTA
2757
Colonial Trust Advisors
South Carolina
$76.9K -$14.4K -54 -16%
BI
2758
Binnacle Investments
Iowa
$75.5K +$4.28K +16 +6%
MS
2759
Marshall & Sullivan
Washington
$75K +$73.5K +275 New
CBT
2760
Crews Bank & Trust
Florida
$73.9K
USB
2761
Union Savings Bank
Connecticut
$71.6K
PWM
2762
Proathlete Wealth Management
Florida
$71.4K
RA
2763
Rational Advisors
New York
$68.7K +$67.4K +252 New
VEA
2764
Virtus ETF Advisers
New York
$67.6K
PCFFS
2765
Pacific Center for Financial Services
California
$63K
BONH
2766
Bank of New Hampshire
New Hampshire
$62.7K -$21.4K -80 -26%
CWP
2767
Clark Wealth Partners
Illinois
$61.6K +$4.28K +16 +8%
CFS
2768
CGC Financial Services
Oregon
$60.8K
ME
2769
McIlrath & Eck
Washington
$59.6K +$1.87K +7 +3%
DAM
2770
Delta Asset Management
Tennessee
$59.2K
MIM
2771
MTM Investment Management
South Carolina
$58.6K +$57.5K +215 New
WA
2772
Whipplewood Advisors
Colorado
$57.3K -$199K -744 -78%
HHMI
2773
Howard Hughes Medical Institute
Maryland
$56.2K +$55.1K +206 New
AWM
2774
Ameliora Wealth Management
Switzerland
$55.9K +$1.34K +5 +3%
SC
2775
Swan Capital
Florida
$55.9K +$1.34K +5 +3%

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.