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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
MWM
876
Moran Wealth Management
Florida
$5.55M -$817K -3,056 -13%
CA
877
Continuum Advisory
Idaho
$5.5M +$4.36M +16,327 +424%
BCCM
878
Bridge Creek Capital Management
Massachusetts
$5.5M +$100K +374 +2%
PIA
879
Petredis Investment Advisors
Pennsylvania
$5.49M +$63.1K +236 +1%
CI
880
Conning Inc
Connecticut
$5.47M +$483K +1,805 +10%
OMG
881
One Madison Group
New York
$5.45M +$4.01M +15,000 +300%
PIM
882
Peregrine Investment Management
Ontario, Canada
$5.45M +$5.35M +20,000 New
DAS
883
Dynamic Advisor Solutions
Arizona
$5.4M -$121K -451 -2%
1C
884
111 Capital
France
$5.39M +$1.34M +5,007 +34%
SWM
885
Sendero Wealth Management
Texas
$5.39M +$5.28M +19,762 New
VI
886
Vestcor Inc
New Brunswick, Canada
$5.39M +$342K +1,280 +7%
LDB
887
Lee, Danner & Bass
Tennessee
$5.38M +$5.27M +19,720 New
BIP
888
Bouvel Investment Partners
Pennsylvania
$5.37M +$47.1K +176 +0.9%
B
889
Bailard
California
$5.34M -$47.6K -178 -0.9%
PWP
890
Private Wealth Partners
California
$5.33M -$127K -475 -2%
IA
891
IFP Advisors
Florida
$5.32M +$2.27M +8,483 +77%
HW
892
Hancock Whitney
Mississippi
$5.32M +$1.9M +7,102 +57%
EIM
893
Essex Investment Management
Massachusetts
$5.32M -$118K -443 -2%
SAM
894
Smithbridge Asset Management
Pennsylvania
$5.31M -$182K -681 -3%
WTC
895
WhitTier Trust Company
Nevada
$5.3M -$10.1M -37,593 -66%
EB
896
Eastern Bank
Massachusetts
$5.27M -$11.5M -43,054 -69%
CIG
897
Consolidated Investment Group
Colorado
$5.27M
AFG
898
Atomi Financial Group
New York
$5.25M +$460K +1,722 +10%
RCM
899
RNC Capital Management
California
$5.24M +$958K +3,584 +23%
WIC
900
Woodmont Investment Counsel
Tennessee
$5.24M +$132K +493 +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.