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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
PCC
2876
Park Circle Company
Maryland
$14.7K
CWM
2877
Centricity Wealth Management
Ohio
$14.5K
MCA
2878
Midwest Capital Advisors
Michigan
$14.5K
BFS
2879
Bare Financial Services
Pennsylvania
$14.5K +$12K +45 +563%
PA
2880
Pineridge Advisors
Missouri
$14.2K -$535 -2 -4%
MFC
2881
Mechanics Financial Corp
Ohio
$13.6K
CB
2882
Centennial Bank
Arkansas
$13.6K +$2.67K +10 +25%
DWA
2883
Delos Wealth Advisors
Texas
$13.6K +$13.4K +50 New
RWA
2884
Redmont Wealth Advisors
Illinois
$13.6K +$13.4K +50 New
WCM
2885
WealthTrak Capital Management
Virginia
$13.4K +$3.48K +13 +36%
EA
2886
Evolution Advisers
Virginia
$13K
PP
2887
PrairieView Partners
Minnesota
$13K
CMP
2888
Coston McIsaac & Partners
Maine
$13K +$535 +2 +4%
BFP
2889
Briaud Financial Planning
Texas
$13K +$13.4K +50 New
STB
2890
S&T Bank
Pennsylvania
$12.8K +$4.28K +16 +52%
MAFA
2891
MJT & Associates Financial Advisory
Minnesota
$12.5K
WCM
2892
Westend Capital Management
California
$12.5K +$8.55K +32 +229%
NECFA
2893
New England Capital Financial Advisors
Connecticut
$12.4K
MFT
2894
Moisand Fitzgerald Tamayo
Florida
$12.3K
LFA
2895
LGT Financial Advisors
Texas
$11.5K -$82.9K -310 -88%
AF
2896
Alerus Financial
North Dakota
$10.9K +$10.7K +40 New
HC
2897
Hurley Capital
New York
$10.6K
SIC
2898
SJS Investment Consulting
Ohio
$10.4K -$2.94K -11 -22%
TC
2899
Trust Company
Kansas
$10.4K -$16K -60 -61%
PWA
2900
Principia Wealth Advisory
Texas
$10.4K +$5.88K +22 +138%

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.