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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
801
Cohen Capital Management
California
$6.78M
SB
802
Strategic Blueprint
Georgia
$6.77M +$267K +1,000 +4%
RDWM
803
Red Door Wealth Management
Tennessee
$6.74M +$647K +2,421 +11%
TPCW
804
TD Private Client Wealth
New York
$6.73M -$2.01M -7,501 -23%
ST
805
Spinnaker Trust
Maine
$6.72M +$44.9K +168 +0.7%
JIC
806
Johnson Investment Counsel
Ohio
$6.69M +$119K +446 +2%
BL
807
BCWM LLC
Kansas
$6.69M -$666K -2,490 -9%
JWCA
808
J.W. Cole Advisors
Florida
$6.69M +$3.35M +12,515 +104%
PWS
809
Peloton Wealth Strategists
Indiana
$6.69M +$282K +1,055 +4%
VSQM
810
V-Square Quantitative Management
Illinois
$6.66M +$67.9K +254 +1%
RWM
811
Revisor Wealth Management
Ohio
$6.66M +$88.8K +332 +1%
PTB
812
Pioneer Trust Bank
Oregon
$6.66M +$33.4K +125 +0.5%
MWM
813
Mission Wealth Management
California
$6.64M -$31.8K -119 -0.5%
CI
814
CX Institutional
Indiana
$6.62M +$4.94M +18,474 +319%
KHLMTHM
815
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.61M +$2.68M +10,037 +71%
GMFG
816
Greater Midwest Financial Group
Minnesota
$6.61M +$739K +2,765 +13%
TC
817
Triavera Capital
California
$6.56M
SPC
818
Sigma Planning Corp
Michigan
$6.55M +$305K +1,141 +5%
BIAS
819
Beacon Investment Advisory Services
New Jersey
$6.54M -$272K -1,019 -4%
IPAM
820
ICICI Prudential Asset Management
India
$6.53M +$4.76M +17,800 +290%
GCM
821
Graham Capital Management
Connecticut
$6.52M +$6.39M +23,916 New
IIM
822
Intact Investment Management
Quebec, Canada
$6.52M -$936K -3,500 -13%
CCMT
823
CMT Capital Markets Trading
Germany
$6.49M +$4.23M +15,825 +198%
FCM
824
Fortis Capital Management
Washington
$6.48M +$2.2M +8,232 +53%
FM
825
Family Management
New York
$6.48M +$15K +56 +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.