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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
RCM
2901
Richardson Capital Management
Wisconsin
$10.1K -$36.1K -135 -78%
HWA
2902
HHM Wealth Advisors
Tennessee
$9.54K -$44.6K -167 -83%
LWA
2903
Lowe Wealth Advisors
Maryland
$9.54K
SHF
2904
Safe Harbor Fiduciary
Florida
$9.54K +$9.36K +35 New
AEPWM
2905
Atlantic Edge Private Wealth Management
Florida
$9.27K
GGI
2906
Godsey & Gibb Inc
Virginia
$9.27K
AS
2907
Altshuler Shaham
Israel
$9.27K +$5.08K +19 +127%
MAWAG
2908
Mid-American Wealth Advisory Group
Missouri
$9.27K +$9.09K +34 New
NC
2909
North Capital
Utah
$8.73K
TFA
2910
Toth Financial Advisory
Virginia
$8.45K -$348K -1,300 -98%
GC
2911
GFG Capital
Florida
$8.45K +$8.29K +31 New
GIM
2912
Gold Investment Management
Alberta, Canada
$8.43K
BHWM
2913
Bay Harbor Wealth Management
Maryland
$7.92K -$78.9K -295 -91%
CWA
2914
Carolina Wealth Advisors
South Carolina
$7.91K
SA
2915
Scarborough Advisors
Maryland
$7.63K +$7.49K +28 New
CIAM
2916
Caitong International Asset Management
Hong Kong
$6.82K -$416K -1,557 -98%
PSB
2917
Piscataqua Savings Bank
New Hampshire
$6.82K +$6.68K +25 New
MWM
2918
MorganRosel Wealth Management
Colorado
$6.54K
JGIA
2919
Jackson Grant Investment Advisers
Connecticut
$6K
PWM
2920
Parkworth Wealth Management
California
$6K +$4.01K +15 +214%
DWM
2921
Darwin Wealth Management
Florida
$5.74K
VWWMG
2922
Vermillion & White Wealth Management Group
Pennsylvania
$5.18K
PS
2923
PayPay Securities
Japan
$4.91K -$267 -1 -5%
CWM
2924
Copia Wealth Management
Oregon
$4.64K
SC
2925
Stephens Consulting
Michigan
$4.36K +$1.6K +6 +60%

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.