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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
HH
3026
HWG Holdings
Texas
-$1.15M -4,269 Closed
APC
3027
Aspire Private Capital
North Carolina
-$1.07M -4,003 Closed
VIA
3028
Virtus Investment Advisers
Connecticut
-$1.06M -3,946 Closed
KC
3029
Katamaran Capital
United Kingdom
-$1.05M -3,905 Closed
CMTU
3030
Capital Markets Trading (UK)
United Kingdom
-$1.03M -3,867 Closed
SM
3031
Sciencast Management
New Jersey
-$979K -3,648 Closed
SC
3032
Shay Capital
New York
-$966K -3,600 Closed
HVCM
3033
Hel Ved Capital Management
Hong Kong
-$926K -3,452 Closed
EFI
3034
EHP Funds Inc
Canada
-$859K -3,200 Closed
YAVAPFMC
3035
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
-$780K -2,907 Closed
P8IP
3036
Pier 88 Investment Partners
California
-$759K -2,830 Closed
WCAMG
3037
Woodard & Company Asset Management Group
North Carolina
-$679K -2,529 Closed
BWM
3038
Bosman Wealth Management
California
-$665K -2,478 Closed
GCP
3039
Garda Capital Partners
Minnesota
-$641K -2,387 Closed
PWM
3040
Prosperity Wealth Management
California
-$611K -2,278 Closed
NFA
3041
Northwest Financial Advisors
Virginia
-$609K -2,270 Closed
PDL
3042
Portfolio Design Labs
California
-$587K -2,187 Closed
OAM
3043
Oxford Asset Management
United Kingdom
-$584K -2,176 Closed
DFCM
3044
Dark Forest Capital Management
Puerto Rico
-$569K -2,120 Closed
EP
3045
Edgestream Partners
New Jersey
-$561K -2,089 Closed
TSS
3046
Two Sigma Securities
New York
-$545K -2,030 Closed
RAM
3047
Readystate Asset Management
Illinois
-$544K -2,028 Closed
GMF
3048
Grace & Mercy Foundation
New York
-$537K -2,000 Closed
HWM
3049
Howard Wealth Management
Connecticut
-$515K -1,917 Closed
IWM
3050
Iams Wealth Management
Nebraska
-$493K -1,836 Closed

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.