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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
BPWM
401
Badgley Phelps Wealth Managers
Washington
$32.7M -$369K -1,379 -1%
AS
402
Aware Super
Australia
$32.5M
NAM
403
Nissay Asset Management
Japan
$32.3M +$530K +1,982 +2%
GA
404
GuoLine Advisory
Singapore
$32.1M
MC
405
MIG Capital
California
$31.8M +$2.22M +8,287 +8%
YCM
406
Yousif Capital Management
Michigan
$31.7M -$85.6K -320 -0.3%
BCAM
407
Boston Common Asset Management
Massachusetts
$31.7M +$9.6M +35,918 +45%
A
408
Atomvest
Hong Kong
$31.6M +$7.65M +28,600 +33%
Walleye Capital
409
Walleye Capital
New York
$31.6M +$18.1M +67,673 +141%
RG
410
Renaissance Group
Kentucky
$31.5M +$1.24M +4,638 +4%
SAM
411
Silvercrest Asset Management
New York
$31.5M +$136M +510,050 +744%
TIAA Trust, National Association
412
TIAA Trust, National Association
North Carolina
$31.3M +$1.97M +7,363 +7%
PNC
413
Park National Corp
Ohio
$31.2M +$2.91M +10,901 +11%
HCMG
414
Howard Capital Management Group
California
$31.2M +$14.7K +55 +0%
MOACM
415
Mutual of America Capital Management
New York
$31M -$336K -1,257 -1%
BCM
416
Benchstone Capital Management
New York
$30.5M -$7.38M -27,587 -20%
WB
417
WesBanco Bank
West Virginia
$30.3M +$1.9M +7,091 +7%
UCFA
418
United Capital Financial Advisors
Texas
$30M -$352K -1,318 -1%
EWA
419
EP Wealth Advisors
California
$29.7M +$273K +1,021 +0.9%
CCM
420
Chilton Capital Management
Texas
$29.4M +$118K +442 +0.4%
SOADOR
421
State of Alaska Department of Revenue
Alaska
$29.4M -$1.18M -4,415 -4%
KAS
422
Kestra Advisory Services
Texas
$29.4M +$326K +1,218 +1%
NP
423
NS Partners
United Kingdom
$29.2M -$2.55M -9,549 -8%
RCMU
424
Rokos Capital Management (UK)
United Kingdom
$29.1M +$28.5M +106,769 New
Pathstone Holdings
425
Pathstone Holdings
New Jersey
$29M -$20.9M -78,168 -42%

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.