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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
BWL
601
Bogart Wealth LLC
Virginia
$13.3M +$571K +2,134 +5%
STA
602
Summit Trail Advisors
New York
$13.2M +$726K +2,716 +6%
FMII
603
Farmers & Merchants Investments Inc
Nebraska
$13.2M +$12.6M +47,302 +4,157%
RIA
604
RPG Investment Advisory
California
$13.2M -$7.96M -29,770 -38%
NSAM
605
North Star Asset Management
Wisconsin
$13.2M +$1.7M +6,348 +15%
CTA
606
Chesley Taft & Associates
Illinois
$13.1M -$198K -739 -2%
AIMCA
607
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.1M +$12.6M +47,200 +5,244%
EWA
608
Exencial Wealth Advisors
Oklahoma
$13M +$495K +1,850 +4%
ET
609
Entropy Technologies
New York
$13M +$312K +1,168 +3%
HTHT
610
Hemenway Trust Hemenway Trust
New Hampshire
$13M +$3.69M +13,790 +41%
CA
611
CSM Advisors
Pennsylvania
$13M +$608K +2,275 +5%
EAM
612
EULAV Asset Management
Florida
$13M -$1.2M -4,500 -9%
GVAG
613
Great Valley Advisor Group
Delaware
$12.9M -$3.44M -12,882 -21%
GAM
614
Groupama Asset Management
France
$12.9M +$1.46M +5,457 +13%
LCM
615
LVM Capital Management
Michigan
$12.9M +$132K +494 +1%
PFU
616
Parus Finance (UK)
United Kingdom
$12.8M +$4.33M +16,213 +53%
Temasek Holdings
617
Temasek Holdings
Singapore
$12.8M +$12.5M +46,773 New
LS
618
Livforsakringsbolaget Skandia
Sweden
$12.7M +$5.5M +20,579 +79%
IGAM
619
iA Global Asset Management
Quebec, Canada
$12.6M +$7.58M +28,356 +158%
BCV
620
Banque Cantonale Vaudoise
Switzerland
$12.6M +$341K +1,277 +3%
LOAMS
621
Lombard Odier Asset Management (Switzerland)
Switzerland
$12.6M +$613K +2,294 +5%
LPCM
622
Lynwood Price Capital Management
Texas
$12.6M -$2.66M -9,940 -18%
WP
623
Woodline Partners
California
$12.5M -$6.13M -22,943 -33%
CL
624
Choreo LLC
Illinois
$12.4M -$568K -2,126 -4%
SSA
625
Schonfeld Strategic Advisors
New York
$12.4M -$15.1M -56,512 -55%

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.