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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
WWC
3101
Waypoint Wealth Counsel
Georgia
-$218K -813 Closed
LAS
3102
LWM Advisory Services
Florida
-$218K -809 Closed
GEM
3103
Global Endowment Management
North Carolina
-$217K -808 Closed
KW
3104
Keyvantage Wealth
Pennsylvania
-$216K -806 Closed
CFP
3105
Cascade Financial Partners
California
-$216K -805 Closed
UFF
3106
USA Financial Formulas
Michigan
-$214K -799 Closed
PCA
3107
Purkiss Capital Advisors
Connecticut
-$210K -783 Closed
LWM
3108
Laidlaw Wealth Management
New York
-$210K -781 Closed
RWI
3109
Red Wave Investments
Pennsylvania
-$209K -780 Closed
MHWM
3110
Montz Harcus Wealth Management
Louisiana
-$209K -777 Closed
CCG
3111
Catalina Capital Group
California
-$205K -763 Closed
WA
3112
Wealthstar Advisors
Texas
-$203K -757 Closed
CPC
3113
Consolidated Planning Corp
Georgia
-$203K -755 Closed
CWM
3114
Challenger Wealth Management
California
-$202K -752 Closed
TWM
3115
Tanager Wealth Management
United Kingdom
-$201K -749 Closed
CWM
3116
Cherrydale Wealth Management
New Jersey
-$200K -747 Closed
MAG
3117
MRA Advisory Group
New Jersey
-$200K -747 Closed
AIM
3118
Acropolis Investment Management
Missouri
-$133K -497 Closed
GFPC
3119
Global Financial Private Client
Florida
-$118K -438 Closed
SFGP
3120
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$104K -387 Closed
SCB
3121
Saudi Central Bank
Saudi Arabia
-$101K -377 Closed
CWC
3122
Carolinas Wealth Consulting
North Carolina
-$81.2K -302 Closed
SIM
3123
Studio Investment Management
Illinois
-$66.3K -247 Closed
FWA
3124
FSC Wealth Advisors
New York
-$48K -179 Closed
AF
3125
Abound Financial
California
-$30.6K -114 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.