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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
AWA
501
Arkadios Wealth Advisors
Georgia
$18.8M +$2.18M +8,138 +13%
ONB
502
Old National Bancorp
Indiana
$18.7M -$1.51M -5,647 -8%
WIA
503
World Investment Advisors
California
$18.7M +$366K +1,368 +2%
PCIA
504
Prime Capital Investment Advisors
Kansas
$18.7M -$7.85M -29,346 -30%
GHA
505
GW Henssler & Associates
Georgia
$18.7M +$529K +1,977 +3%
SCM
506
Sone Capital Management
New York
$18.6M +$13.2M +49,519 +263%
PA
507
Parallel Advisors
California
$18.5M +$137K +511 +0.8%
TI
508
Trexquant Investment
Connecticut
$18.4M -$2.07M -7,734 -10%
SI
509
Sava Infond
Slovenia
$18.4M +$3.06M +11,455 +20%
NIG
510
NFJ Investment Group
Texas
$18.3M +$3.34M +12,475 +23%
BFIM
511
Beese Fulmer Investment Management
Ohio
$18.2M +$692K +2,587 +4%
JLBC
512
J.L. Bainbridge & Co
Florida
$18.1M +$157K +588 +0.9%
MSU
513
Mizuho Securities USA
New York
$18.1M -$2.76M -10,320 -13%
HIP
514
HUB Investment Partners
Texas
$18.1M +$161K +601 +0.9%
GWM
515
GDS Wealth Management
Texas
$18M +$807K +3,017 +5%
Capstone Investment Advisors
516
Capstone Investment Advisors
New York
$17.9M +$229K +858 +1%
NB
517
Norinchukin Bank
Japan
$17.8M +$1.25M +4,666 +8%
CA
518
Cornerstone Advisors
North Carolina
$17.8M +$6.04M +22,600 +53%
CIA
519
CCM Investment Advisers
South Carolina
$17.8M +$89K +333 +0.5%
YC
520
Yarbrough Capital
Tennessee
$17.7M -$2.02M -7,539 -10%
BT
521
Banque Transatlantique
France
$17.7M +$1.26M +4,722 +8%
AIP
522
ARS Investment Partners
New York
$17.7M -$190K -709 -1%
LWM
523
Lyell Wealth Management
California
$17.7M -$345K -1,290 -2%
NC
524
NZS Capital
Colorado
$17.5M +$5.31M +19,861 +45%
DA
525
Dash Acquisitions
California
$17.5M +$351K +1,313 +2%

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.