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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
ECM
676
Exchange Capital Management
Michigan
$10.7M -$213K -797 -2%
CIA
677
Concurrent Investment Advisors
Florida
$10.6M +$1.7M +6,344 +11%
MGWM
678
Marks Group Wealth Management
Minnesota
$10.5M +$114K +426 +1%
SF
679
Synovus Financial
Georgia
$10.5M -$129K -481 -1%
MCM
680
MAI Capital Management
Ohio
$10.4M -$3.02M -11,285 -23%
AMI
681
Amica Mutual Insurance
Rhode Island
$10.4M
BWFA
682
Baltimore-Washington Financial Advisors
Maryland
$10.4M +$1.54M +5,750 +18%
WSFS
683
Wilmington Savings Fund Society
Delaware
$10.4M -$615K -2,299 -6%
IC
684
Iconiq Capital
California
$10.3M -$178K -665 -2%
M
685
MOTCO
Texas
$10.2M +$525K +1,962 +5%
PA
686
Profund Advisors
Maryland
$10.2M -$2.36M -8,816 -19%
JMFC
687
J.M. Forbes & Co
Massachusetts
$10.2M -$167K -626 -2%
ZDA
688
Zweig-DiMenna Associates
New York
$10.2M
OIA
689
OneDigital Investment Advisors
Kansas
$10.1M +$85K +318 +0.9%
JSSH
690
J. Safra Sarasin Holding
$10.1M -$13.7M -51,366 -58%
AHC
691
Adell Harriman & Carpenter
Texas
$10.1M -$394K -1,475 -4%
HFS
692
Hantz Financial Services
Michigan
$10M +$3.14M +11,742 +47%
Boston Partners
693
Boston Partners
Massachusetts
$10M +$9.82M +36,734 New
PS
694
Principal Securities
Iowa
$9.99M +$1.06M +3,976 +12%
GAM
695
Gotham Asset Management
New York
$9.94M +$745K +2,785 +8%
SCM
696
Sterling Capital Management
North Carolina
$9.87M -$1.54M -5,748 -14%
CDDEC
697
Caisse Des Depots Et Consignations
France
$9.86M +$1.16M +4,339 +14%
EAM
698
EdenTree Asset Management
United Kingdom
$9.82M +$869K +3,250 +10%
ECM
699
Evergreen Capital Management
Washington
$9.77M +$30.2K +113 +0.3%
ALMGDA
700
AG2R La Mondiale Gestion d'Actifs
France
$9.76M +$128K +477 +1%

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.