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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
LAM
2926
Lummis Asset Management
Texas
$4.36K
CAM
2927
Costello Asset Management
Pennsylvania
$4.12K -$7.75K -29 -66%
TCM
2928
TruNorth Capital Management
Michigan
$4.09K -$253K -945 -98%
LC
2929
Luminist Capital
Michigan
$4.08K +$4.01K +15 New
PCM
2930
Perritt Capital Management
Illinois
$3.83K
HIMS
2931
Hager Investment Management Services
New Hampshire
$3.54K
HWM
2932
HighMark Wealth Management
Minnesota
$3.54K +$2.41K +9 +47%
WOC
2933
West Oak Capital
California
$3.5K +$14.7K +55 +4%
ACM
2934
Anfield Capital Management
California
$3.27K
WOSD
2935
WFA of San Diego
California
$3.27K +$3.21K +12 New
FC
2936
Family CFO
California
$3K +$2.94K +11 New
FS
2937
Financially Speaking
Colorado
$3K +$2.94K +11 New
MAM
2938
Morse Asset Management
Connecticut
$2.73K -$123K -459 -98%
1NWS
2939
1 North Wealth Services
Maryland
$2.73K
TLCM
2940
Twin Lakes Capital Management
California
$2.2K
FWA
2941
Flagship Wealth Advisors
Massachusetts
$2.18K -$1M -3,746 -100%
RWPA
2942
Richard W. Paul & Associates
Michigan
$2.18K -$330K -1,233 -99%
DSC
2943
Duncker Streett & Co
Missouri
$2.18K
HIA
2944
HFM Investment Advisors
New Jersey
$2.18K +$1.6K +6 +300%
DF
2945
DecisionPoint Financial
Arizona
$1.9K +$267 +1 +17%
ICCON
2946
Investment Counsel Company of Nevada
Nevada
$1.64K
CW
2947
Curio Wealth
Maryland
$1.37K +$1.07K +4 +400%
IA
2948
IFS Advisors
Kansas
$1.09K
BDPWM
2949
Barnes Dennig Private Wealth Management
Ohio
$818
IWM
2950
Inlight Wealth Management
Georgia
$818

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.