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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
DPW
2851
DiNuzzo Private Wealth
Pennsylvania
$23.5K
PC
2852
Promus Capital
Illinois
$23.5K
RTC
2853
Riverview Trust Company
Washington
$23.2K -$178K -666 -89%
SC
2854
Steph & Co
Wisconsin
$22.9K
RFA
2855
Reyes Financial Architecture
California
$22.1K -$271K -1,015 -93%
AWM
2856
Accredited Wealth Management
Kentucky
$21.8K
GWM
2857
Gitterman Wealth Management
New Jersey
$21.5K +$21.1K +79 New
OLVIG
2858
Oliver Lagore Vanvalin Investment Group
Michigan
$21.5K +$21.4K +80 New
LWMI
2859
Legacy Wealth Management (Idaho)
Idaho
$21.3K -$1.07K -4 -5%
LIS
2860
Legacy Investment Solutions
Idaho
$21.3K +$20.9K +78 New
DMKJ
2861
David M. Knott Jr
$21K
Q1WB
2862
Quest 10 Wealth Builders
Virginia
$19.8K +$535 +2 +3%
VWA
2863
Valued Wealth Advisors
Utah
$19.4K -$535 -2 -3%
BAM
2864
Bellevue Asset Management
Washington
$19.1K
DI
2865
DAGCO Inc
Ohio
$18.5K
RAM
2866
Riggs Asset Management
Pennsylvania
$18K +$12K +45 +214%
TIM
2867
Tortoise Investment Management
New York
$17.7K +$9.09K +34 +110%
TFA
2868
Transamerica Financial Advisors
Florida
$17.2K -$3.44M -12,861 -100%
TVWM
2869
Tower View Wealth Management
Wisconsin
$16.5K
ICM
2870
Islay Capital Management
Texas
$16.4K -$6.68K -25 -29%
MBFW
2871
Morton Brown Family Wealth
Pennsylvania
$16.4K
PP
2872
PFS Partners
New Jersey
$15.9K
DWM
2873
Dogwood Wealth Management
Kansas
$15.6K -$667K -2,494 -98%
MAS
2874
MPWM Advisory Solutions
Georgia
$15.6K
IWM
2875
IMG Wealth Management
Florida
$15.5K +$14.7K +55 +2,750%

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.