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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
CCM
576
Compass Capital Management
Minnesota
$14.4M +$14.1M +52,719 New
AF
577
Allworth Financial
California
$14.4M +$7.01M +26,203 +99%
YIH
578
Y-Intercept (HK)
Hong Kong
$14.3M +$6.88M +25,738 +96%
PFS
579
Prospera Financial Services
Texas
$14.2M -$5.75M -21,510 -29%
ECM
580
ExodusPoint Capital Management
New York
$14.2M +$13.9M +52,129 New
GF
581
Goodman Financial
Texas
$14.2M +$13.9M +52,055 New
JRP
582
Jasper Ridge Partners
California
$14.2M
LIP
583
Lighthouse Investment Partners
Florida
$14.1M +$13.9M +51,884 New
FMI
584
Factory Mutual Insurance
Massachusetts
$14.1M
ET
585
Equitable Trust
Tennessee
$14.1M +$3.9M +14,604 +39%
CTC (Chicago Trading Company)
586
CTC (Chicago Trading Company)
Illinois
$14M +$13.7M +51,312 New
CC
587
Cornerstone Capital
California
$14M -$535 -2 -0%
UF
588
Univest Financial
Pennsylvania
$13.9M -$284K -1,064 -2%
SRC
589
Shufro Rose & Co
New York
$13.9M -$206K -769 -1%
LSERS
590
Louisiana State Employees Retirement System
Louisiana
$13.8M -$241K -900 -2%
WC
591
Whitney & Co
New York
$13.7M +$4.11M +15,384 +44%
BBA
592
BLB&B Advisors
Pennsylvania
$13.7M +$561K +2,097 +4%
SAM
593
Securian Asset Management
Minnesota
$13.7M -$149K -558 -1%
BFS
594
Bradley Foster & Sargent
Connecticut
$13.6M -$10.7K -40 -0.1%
BCM
595
Brookstone Capital Management
Illinois
$13.6M +$1.12M +4,195 +9%
HI
596
Horizon Investments
North Carolina
$13.6M +$5.06M +18,941 +61%
DPL
597
Danica Pension Livsforsikrings
$13.6M -$55.7M -208,474 -81%
LGF
598
LGT Group Foundation
Liechtenstein
$13.6M -$6.44M -24,091 -33%
CAM
599
Cidel Asset Management
Ontario, Canada
$13.5M -$2.52M -9,443 -16%
GIBU
600
Gulf International Bank (UK)
United Kingdom
$13.4M -$1.62M -6,047 -11%

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.