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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
TF
476
Talbot Financial
Washington
$21.5M +$4.73M +17,675 +29%
PAG
477
Private Advisor Group
New Jersey
$21.5M +$226K +845 +1%
MAM
478
Magellan Asset Management
Australia
$21.5M +$1.78M +6,649 +9%
FIA
479
Foundations Investment Advisors
Arizona
$21.5M +$2.11M +7,888 +11%
NIM
480
NEOS Investment Management
Connecticut
$21.2M +$4.29M +16,051 +26%
AHB
481
Abner Herrman & Brock
New Jersey
$21.2M -$98.1K -367 -0.5%
UB
482
UMB Bank
Missouri
$21.2M -$4.67M -17,484 -18%
IMRF
483
Illinois Municipal Retirement Fund
Illinois
$21.1M +$7.01M +26,239 +51%
CA
484
Clearstead Advisors
Ohio
$21.1M +$1.18M +4,402 +6%
P
485
&Partners
Tennessee
$21.1M +$6.97M +26,072 +51%
OAM
486
Oppenheimer Asset Management
New York
$21.1M -$12.4M -46,294 -37%
RMA
487
Roffman Miller Associates
Pennsylvania
$21M +$2.11M +7,892 +11%
BBA
488
Baader Bank Aktiengesellschaft
Germany
$20.8M -$2.88M -10,760 -12%
PCMC
489
Paragon Capital Management (Colorado)
Colorado
$20.7M
KPWS
490
Kestra Private Wealth Services
Texas
$20.7M +$958K +3,585 +5%
NEI
491
Northwest & Ethical Investments
Ontario, Canada
$20.5M +$4.79M +17,930 +31%
LFM
492
LGT Fund Management
Liechtenstein
$20.2M +$1.65M +6,158 +9%
CS
493
Clear Street
New York
$20.2M +$3.72M +13,900 +23%
MIA
494
MMBG Investment Advisors
Florida
$20.1M +$150K +562 +0.8%
WT
495
Washington Trust
Rhode Island
$19.4M +$382K +1,428 +2%
AIM
496
ARK Investment Management
Florida
$19.4M -$1.11M -4,167 -6%
BEI
497
Benjamin Edwards Inc
Missouri
$19.4M +$5.36M +20,063 +39%
RWP
498
RWA Wealth Partners
Massachusetts
$19.3M +$16.7M +62,510 +746%
KHLMVGHM
499
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$19.2M +$7.88M +29,463 +72%
ACM
500
Alight Capital Management
New York
$19.1M +$12M +45,000 +180%

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.