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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
MFIM
451
Mesirow Financial Investment Management
Illinois
$24.7M -$85.8K -321 -0.4%
BFO
452
Boston Family Office
Massachusetts
$24.5M -$32.6K -122 -0.1%
WP
453
Waycross Partners
Kentucky
$24.2M +$869K +3,252 +4%
HTC
454
Haverford Trust Company
Pennsylvania
$24M +$1.03M +3,834 +5%
BCI
455
Brinker Capital Investments
Pennsylvania
$23.9M +$2.63M +9,834 +13%
WIM
456
Weitz Investment Management
Nebraska
$23.9M
CFB
457
Cullen/Frost Bankers
Texas
$23.8M +$155K +580 +0.7%
AAS
458
Avantax Advisory Services
Texas
$23.8M +$906K +3,387 +4%
TAM
459
Tocqueville Asset Management
New York
$23.7M -$27.5M -102,724 -54%
CP
460
Cumberland Partners
Ontario, Canada
$23.5M +$19.7M +73,553 +584%
PAI
461
Pittenger & Anderson Inc
Nebraska
$23.4M -$125K -468 -0.5%
CFG
462
Citizens Financial Group
Rhode Island
$23.4M +$369K +1,380 +2%
HPG
463
Harvest Portfolios Group
Ontario, Canada
$23.3M +$4.47M +16,715 +24%
MFAM
464
Motley Fool Asset Management
Virginia
$22.9M +$414K +1,548 +2%
DIA
465
Davidson Investment Advisors
Montana
$22.8M -$399K -1,493 -2%
GAM
466
Generali Asset Management
Italy
$22.7M -$2.51M -9,372 -10%
OPERF
467
Oregon Public Employees Retirement Fund
Oregon
$22.6M +$208K +778 +0.9%
PCM
468
Penserra Capital Management
California
$22.6M +$19.4M +72,745 +726%
SIA
469
Sit Investment Associates
Minnesota
$22.5M -$1.02M -3,799 -4%
AI
470
Atria Investments
North Carolina
$22.5M -$3.98M -14,876 -15%
FCH
471
Freestone Capital Holdings
Washington
$22.4M +$1.3M +4,863 +6%
FLPIM
472
F.L. Putnam Investment Management
Massachusetts
$22.3M -$3.71M -13,863 -14%
SI
473
Sora Investors
Pennsylvania
$22.1M -$1.15M -4,283 -5%
FFB
474
First Financial Bankshares
Texas
$21.8M +$734K +2,747 +4%
FSA
475
Franklin Street Advisors
North Carolina
$21.7M -$989K -3,698 -4%

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.