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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
BC
2826
Barrett & Company
Rhode Island
$30K
1IA
2827
1620 Investment Advisors
Massachusetts
$29.9K -$267 -1 -0.9%
HHGA
2828
Halbert Hargrove Global Advisors
California
$29.5K -$5.88K -22 -17%
AP
2829
Aspect Partners
Virginia
$29.5K -$2.94K -11 -9%
GFL
2830
Granite FO LLC
New Hampshire
$28.1K
AW
2831
Avion Wealth
Texas
$28K -$24.3K -91 -46%
RF
2832
Robinswood Financial
Washington
$27.9K
CAM
2833
Chesapeake Asset Management
New York
$27.5K -$3.48K -13 -12%
EWM
2834
Evolution Wealth Management
Florida
$27.4K +$27K +101 New
APW
2835
Atlantic Private Wealth
North Carolina
$27.3K
CWM
2836
Crowley Wealth Management
Delaware
$27.3K
TC
2837
Tacita Capital
Ontario, Canada
$27.3K
CMA
2838
Cedar Mountain Advisors
Oregon
$27.1K
SRCM
2839
Signature Resources Capital Management
California
$26.6K +$267 +1 +1%
OA
2840
Operose Advisors
Wisconsin
$26.2K
CTWM
2841
Cherry Tree Wealth Management
Minnesota
$25.9K -$2.67K -10 -10%
RA
2842
RiverPark Advisors
New York
$25.6K +$535 +2 +2%
FWM
2843
FSA Wealth Management
Massachusetts
$25.5K +$267 +1 +1%
SIS
2844
Strategic Investment Solutions
Illinois
$25.4K -$2.14K -8 -8%
API
2845
Asset Planning Inc
California
$25.4K
PPA
2846
Painted Porch Advisors
California
$24.5K +$17.4K +65 +260%
TCM
2847
Tradewinds Capital Management
Washington
$24.3K
CFS
2848
Compass Financial Services
Iowa
$24.3K
AIM
2849
Access Investment Management
Georgia
$24.3K +$23.8K +89 New
TWD
2850
True Wealth Design
Ohio
$23.6K +$8.29K +31 +55%

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.