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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
RWS
2801
Retirement Wealth Solutions
Wisconsin
$43K -$11K -41 -21%
KG
2802
Kilter Group
New York
$41.7K +$40.9K +153 New
RWML
2803
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$41.2K +$3.21K +12 +9%
DRP
2804
Decker Retirement Planning
Utah
$40.9K +$29.7K +111 +285%
CAWM
2805
Capital A Wealth Management
Pennsylvania
$40.8K +$12K +45 +41%
WAM
2806
WFA Asset Management
Wisconsin
$40.7K -$64.7K -242 -61%
BSC
2807
Brown Shipley & Co
United Kingdom
$39.5K +$38.8K +145 New
PP
2808
Pacifica Partners
Canada
$39.4K
GJIA
2809
Glass Jacobson Investment Advisors
Maryland
$38.2K
MA
2810
MCF Advisors
Kentucky
$37.7K +$11.8K +44 +47%
PK
2811
Pflug Koory
Nebraska
$37.6K
VWA
2812
VSM Wealth Advisory
Maryland
$36.8K
CIAS
2813
CBIZ Investment Advisory Services
Ohio
$36.3K +$5.61K +21 +19%
IWP
2814
IAG Wealth Partners
Wisconsin
$35.5K -$5.35K -20 -13%
CIR
2815
Clear Investment Research
Georgia
$35.3K +$267 +1 +0.8%
CTB
2816
Country Trust Bank
Illinois
$35.2K +$29.9K +112 +659%
QWM
2817
Quaker Wealth Management
New Jersey
$34.4K +$33.7K +126 New
MPW
2818
MASECO Private Wealth
$34.2K +$33.4K +125 New
SAS
2819
Spurstone Advisory Services
Connecticut
$34.1K +$33.4K +125 New
MWA
2820
Medallion Wealth Advisors
Connecticut
$33.5K
WTFG
2821
Wood Tarver Financial Group
Idaho
$32K
MSG
2822
Main Street Group
Virginia
$31.9K -$13.4K -50 -30%
KSWA
2823
Kathleen S. Wright Associates
Pennsylvania
$31.9K
CJH
2824
Christopher J. Hasenberg
Wisconsin
$31.6K +$24.6K +92 +383%
TCM
2825
TD Capital Management
Tennessee
$30.6K +$23K +86 +331%

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.