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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
GCM
3076
Gallacher Capital Management
Colorado
-$283K -1,053 Closed
CIS
3077
Custom Index Systems
New York
-$280K -1,045 Closed
LAM
3078
Lifestyle Asset Management
Texas
-$280K -1,044 Closed
FA
3079
FDx Advisors
Illinois
-$279K -1,041 Closed
LA
3080
LexAurum Advisors
Kansas
-$273K -1,017 Closed
ICA
3081
Infrastructure Capital Advisors
New York
-$269K -1,001 Closed
SPWM
3082
Spartan Planning & Wealth Management
North Carolina
-$250K -932 Closed
KRW
3083
Kaufman Rossin Wealth
Florida
-$245K -914 Closed
ACP
3084
Aveo Capital Partners
Colorado
-$254K -913 Closed
SICM
3085
Sustainable Insight Capital Management
New York
-$241K -899 Closed
AWM
3086
Ariadne Wealth Management
California
-$241K -876 Closed
RPGK
3087
Retirement Planning Group (Kansas)
Kansas
-$234K -871 Closed
SNBOSD
3088
Security National Bank of So Dak
Iowa
-$232K -866 Closed
1WM
3089
1858 Wealth Management
Ohio
-$231K -862 Closed
LJAC
3090
L.J. Altfest & Co
New York
-$231K -860 Closed
PAG
3091
Poinciana Advisors Group
Florida
-$230K -858 Closed
LWMM
3092
Legacy Wealth Management (Mississippi)
Mississippi
-$228K -850 Closed
CC
3093
Corton Capital
Ontario, Canada
-$227K -845 Closed
TWPM
3094
Total Wealth Planning & Management
Florida
-$225K -839 Closed
JTWM
3095
Jackson Thornton Wealth Management
Alabama
-$206K -832 Closed
SFC
3096
Strategic Financial Concepts
Texas
-$222K -827 Closed
TWA
3097
TCI Wealth Advisors
Arizona
-$220K -819 Closed
HAIM
3098
Hunter Associates Investment Management
Pennsylvania
-$220K -817 Closed
AAM
3099
Austin Asset Management
Texas
-$219K -815 Closed
RA
3100
Riversedge Advisors
Delaware
-$218K -814 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.