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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
RWM
3126
Ruedi Wealth Management
Illinois
-$30.3K -113 Closed
ZRP
3127
Zynergy Retirement Planning
New Jersey
-$36.8K -110 Closed
LAMC
3128
Longview Asset Management (California)
California
-$28.2K -105 Closed
NI
3129
NCP Inc
California
-$24.4K -91 Closed
WAG
3130
Wiser Advisor Group
Arizona
-$20.8K -77 Closed
SIM
3131
Synergy Investment Management
Florida
-$18.8K -70 Closed
CCM
3132
Cloud Capital Management
Washington
-$16K -60 Closed
LB
3133
Legacy Bridge
Iowa
-$13.4K -50 Closed
PAM
3134
Parvin Asset Management
South Dakota
-$11.8K -44 Closed
FAM
3135
Flaharty Asset Management
Florida
-$10.7K -40 Closed
LSV Asset Management
3136
LSV Asset Management
Illinois
-$11K -40 Closed
GWM
3137
Graybill Wealth Management
Illinois
-$8.05K -30 Closed
WW
3138
Winnow Wealth
Texas
-$7.88K -30 Closed
APM
3139
a16z Perennial Management
California
-$7.51K -28 Closed
BG
3140
Bollard Group
Massachusetts
-$7K -25 Closed
RBC
3141
Roble Belko & Company
Pennsylvania
-$5K -18 Closed
JFG
3142
JDM Financial Group
Texas
-$2.42K -9 Closed
AAG
3143
Accordant Advisory Group
Maryland
-$2.15K -8 Closed
BMC
3144
Bear Mountain Capital
Washington
-$1.34K -5 Closed
PPWM
3145
PFG Private Wealth Management
Florida
-$675 -3 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.