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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
MSRPS
626
Maryland State Retirement & Pension System
Maryland
$12.4M +$578K +2,163 +5%
TRCT
627
Tower Research Capital (TRC)
New York
$12.3M +$1.66M +6,221 +16%
ABTD
628
Arvest Bank Trust Division
Oklahoma
$12.3M -$5.72M -21,380 -32%
DADC
629
D.A. Davidson & Co
Montana
$12.3M -$935K -3,497 -7%
SCM
630
Shelton Capital Management
Colorado
$12.3M +$2.09M +7,805 +21%
PWM
631
Perigon Wealth Management
California
$12.3M -$714K -2,669 -6%
GI
632
Gradient Investments
Minnesota
$12.2M +$145K +541 +1%
NMERB
633
New Mexico Educational Retirement Board
New Mexico
$12.2M
TP
634
TenCore Partners
New York
$12.2M -$1.63M -6,080 -12%
DCM
635
Dupont Capital Management
Delaware
$12.2M
WCMN
636
Westchester Capital Management (Nebraska)
Nebraska
$12.2M +$11.9M +44,558 New
CIA
637
Capital Impact Advisors
Massachusetts
$12.1M +$1.23M +4,593 +12%
SG
638
Sienna Gestion
France
$12.1M +$1.24M +4,653 +11%
CWM
639
Congress Wealth Management
Massachusetts
$12.1M -$8.23M -30,785 -41%
FT
640
Fiduciary Trust
Massachusetts
$12.1M -$358K -1,338 -3%
AFG
641
Albion Financial Group
Utah
$12.1M +$5.39M +20,145 +83%
IAA
642
Independent Advisor Alliance
North Carolina
$12.1M +$142K +533 +1%
CCM
643
Coldstream Capital Management
Washington
$12.1M +$5.65M +21,141 +91%
AIM
644
Artemis Investment Management
United Kingdom
$12M -$4.94M -18,486 -30%
Nomura Holdings
645
Nomura Holdings
Japan
$12M -$24M -89,915 -67%
CSP
646
Cary Street Partners
Virginia
$12M -$305K -1,141 -3%
IHL
647
Investment House LLC
California
$11.9M +$2.7M +10,108 +30%
KFP
648
KMG Fiduciary Partners
Ohio
$11.8M +$733K +2,741 +7%
CWP
649
CFM Wealth Partners
Texas
$11.8M +$186K +694 +2%
RSS
650
Rosenblum Silverman Sutton
California
$11.8M -$37.4K -140 -0.3%

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.