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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
T
2776
Tidemark
California
$55.6K +$5.88K +22 +12%
HFM
2777
Hartford Financial Management
Connecticut
$55.1K -$8.82K -33 -14%
BIM
2778
Breakwater Investment Management
Washington
$54.5K
GBA
2779
Garrison Bradford & Associates
New York
$54.5K
GIA
2780
GHP Investment Advisors
Colorado
$53K +$8.02K +30 +18%
CAC
2781
Core Alternative Capital
Georgia
$52.1K +$802 +3 +2%
RWM
2782
RMG Wealth Management
Wisconsin
$52K +$53.5K +200 New
MSWA
2783
Marshall & Sterling Wealth Advisors
New York
$51.9K -$4.54K -17 -8%
BTC
2784
Bank & Trust Company
Illinois
$51.8K
PMFA
2785
Plante Moran Financial Advisors
Michigan
$51.6K -$21.4K -80 -30%
CWM
2786
Cedar Wealth Management
California
$51K
KWM
2787
Kiker Wealth Management
Georgia
$50.7K -$9.63K -36 -16%
GCM
2788
Gables Capital Management
Florida
$49.4K +$17.4K +65 +56%
BA
2789
Bellwether Advisors
Nebraska
$49.1K +$31.8K +119 +195%
KPP
2790
Kings Path Partners
Texas
$48K
DCM
2791
Disciplina Capital Management
Tennessee
$47.5K
VWM
2792
Vermillion Wealth Management
Minnesota
$47K
TFG
2793
Team Financial Group
California
$46.4K +$45.4K +170 New
EWP
2794
Elevation Wealth Partners
California
$45K
CI
2795
Clal Insurance
Israel
$45K +$24.3K +91 +125%
MG
2796
MilWealth Group
Wisconsin
$45K
FNWA
2797
Financial Network Wealth Advisors
Utah
$45K +$2.94K +11 +7%
POIA
2798
Pin Oak Investment Advisors
Texas
$44K -$3.22M -12,040 -99%
GK
2799
Graney & King
New York
$44K
SO
2800
Sierra Ocean
California
$43.9K -$11.8K -44 -21%

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.