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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
SM
776
Selkirk Management
New Jersey
$7.36M
VT
777
Vise Technologies
New York
$7.35M +$7.2M +26,948 New
BZWA
778
Blue Zone Wealth Advisors
California
$7.27M +$513K +1,920 +8%
FNT
779
First National Trust
Pennsylvania
$7.27M -$93.6K -350 -1%
MWM
780
Marietta Wealth Management
Georgia
$7.23M +$260K +974 +4%
TCA
781
Trifecta Capital Advisors
Illinois
$7.23M +$541K +2,024 +8%
WS
782
Wedbush Securities
California
$7.15M -$1.1M -4,103 -14%
DJSG
783
D.J. St. Germain
Massachusetts
$7.14M +$1.11M +4,149 +19%
EPIM
784
Evelyn Partners Investment Management
$7.12M +$306K +1,146 +5%
EWM
785
Evercore Wealth Management
New York
$7.09M -$20.1K -75 -0.3%
SG Americas Securities
786
SG Americas Securities
New York
$7.06M -$169M -633,367 -96%
IWC
787
Integrated Wealth Concepts
Massachusetts
$7.06M +$786K +2,941 +13%
AC
788
Asio Capital
Kentucky
$7.04M +$211K +789 +3%
KC
789
Kadensa Capital
Hong Kong
$7.03M -$18.5M -69,335 -73%
DC
790
Davenport & Co
Virginia
$6.96M +$1.8M +6,740 +36%
KCM
791
Kornitzer Capital Management
Kansas
$6.95M +$1.08M +4,045 +19%
QIM
792
Quest Investment Management
Oregon
$6.93M -$5.68M -21,228 -45%
WI
793
Wahed Invest
New York
$6.92M +$376K +1,408 +6%
EFM
794
E Fund Management
China
$6.91M -$1.24M -4,641 -15%
VCM
795
Vision Capital Management
Oregon
$6.9M +$291K +1,090 +5%
SFI
796
Siemens Fonds Invest
Germany
$6.89M +$534K +1,997 +9%
KRSITF
797
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.86M -$466K -1,743 -6%
DWM
798
Diversify Wealth Management
Utah
$6.84M +$814K +3,045 +11%
QFA
799
Quattro Financial Advisors
Texas
$6.82M -$2.67M -10,000 -29%
SAM
800
SP Asset Management
California
$6.78M +$11.5K +43 +0.2%

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.