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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
SEM
376
Suncoast Equity Management
Florida
$36.4M -$137K -511 -0.4%
PFPT
377
Pinnacle Financial Partners (Tennessee)
Tennessee
$36.2M -$6.44M -24,080 -15%
VCM
378
Valiant Capital Management
California
$36.1M +$2.41M +9,000 +7%
SPIA
379
Steward Partners Investment Advisory
New York
$36.1M +$489K +1,828 +1%
VDI
380
Vaughan David Investments
Illinois
$35.7M +$35M +130,912 New
GAM
381
Guinness Asset Management
United Kingdom
$35.6M -$716K -2,677 -2%
TI
382
Tidal Investments
Wisconsin
$35.4M +$2.05M +7,668 +6%
BHCM
383
Brevan Howard Capital Management
Jersey
$35.4M +$17.8M +66,479 +105%
BCM
384
Becker Capital Management
Oregon
$35.3M -$396K -1,483 -1%
GC
385
Guggenheim Capital
Illinois
$35.1M +$1.56M +5,852 +5%
TH
386
TCTC Holdings
Texas
$34.9M +$6.52M +24,369 +24%
PTC
387
Petrus Trust Company
Texas
$34.9M -$13.9M -51,946 -29%
WAM
388
Weiss Asset Management
Massachusetts
$34.8M +$34.1M +127,733 New
Lido Advisors
389
Lido Advisors
California
$34.8M +$2.16M +8,062 +7%
RCP
390
RIT Capital Partners
United Kingdom
$34.7M -$1.54M -5,750 -4%
HCM
391
Hollencrest Capital Management
California
$34.7M -$41.2K -154 -0.1%
AAM
392
Aureus Asset Management
Massachusetts
$34.6M -$583K -2,181 -2%
GT
393
Glenview Trust
Kentucky
$34.6M +$9.38M +35,069 +38%
SCTC
394
Sanibel Captiva Trust Company
Florida
$34.4M -$240K -898 -0.7%
MAM
395
Martingale Asset Management
Massachusetts
$34.3M +$14.6M +54,525 +76%
RMCM
396
Reynders McVeigh Capital Management
Massachusetts
$33.6M +$5.13M +19,172 +18%
Connor, Clark & Lunn Investment Management (CC&L)
397
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$33.4M +$32.8M +122,615 New
CIS
398
Capital International Sarl
California
$33.4M +$3.63M +13,566 +12%
CAPTRUST Financial Advisors
399
CAPTRUST Financial Advisors
North Carolina
$32.9M -$48.9M -182,853 -60%
VPIM
400
Vanguard Personalized Indexing Management
California
$32.7M +$4.6M +17,204 +17%

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.