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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
LCM
3051
Landscape Capital Management
New Jersey
-$481K -1,793 Closed
TA
3052
TrueWealth Advisors
Alabama
-$459K -1,710 Closed
CCC
3053
Compass Capital Corp
Massachusetts
-$435K -1,701 Closed
PFA
3054
Pathway Financial Advisors
Vermont
-$435K -1,621 Closed
DA
3055
Drake & Associates
Wisconsin
-$418K -1,558 Closed
OWA
3056
Outlook Wealth Advisors
Texas
-$408K -1,520 Closed
TWP
3057
Tower Wealth Partners
Pennsylvania
-$394K -1,470 Closed
AFW
3058
Avantra Family Wealth
Pennsylvania
-$392K -1,459 Closed
IF
3059
Intrua Financial
Texas
-$380K -1,417 Closed
MCM
3060
Massar Capital Management
Connecticut
-$376K -1,400 Closed
WG
3061
Wealth Group
North Carolina
-$369K -1,375 Closed
FIA
3062
FNY Investment Advisers
New York
-$352K -1,312 Closed
PA
3063
Planning Alternatives
Michigan
-$350K -1,304 Closed
VIM
3064
Vancity Investment Management
British Columbia, Canada
-$334K -1,243 Closed
CNBOF
3065
City National Bank of Florida
Florida
-$332K -1,237 Closed
LMC
3066
Lightspeed Management Company
California
-$332K -1,237 Closed
NERM
3067
New England Research & Management
Illinois
-$330K -1,230 Closed
HCP
3068
Hexagon Capital Partners
Arkansas
-$316K -1,178 Closed
GPW
3069
Genesis Private Wealth
Virginia
-$311K -1,157 Closed
SWA
3070
Strategies Wealth Advisors
Michigan
-$297K -1,106 Closed
MM
3071
MQS Management
New York
-$297K -1,105 Closed
BI
3072
Bramshill Investments
Florida
-$295K -1,100 Closed
CGA
3073
Compound Global Advisors
Washington
-$295K -1,100 Closed
MTIM
3074
Marathon Trading Investment Management
Pennsylvania
-$292K -1,088 Closed
IFU
3075
iSAM Funds (UK)
United Kingdom
-$284K -1,060 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.