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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
TAL
926
TIG Advisors LLC
New York
$4.93M +$4.83M +18,084 New
PC
927
Promethos Capital
Massachusetts
$4.93M
CT
928
Caldwell Trust
Florida
$4.92M -$44.4K -166 -0.9%
FTWA
929
Fifth Third Wealth Advisors
Ohio
$4.9M +$362K +1,353 +8%
HCA
930
Harbour Capital Advisors
Virginia
$4.89M +$8.02K +30 +0.2%
JF
931
Jericho Financial
Ohio
$4.88M -$22.2K -83 -0.5%
OHIS
932
Oak Harvest Investment Services
Texas
$4.88M +$176K +660 +4%
FMI
933
F/M Investments
District of Columbia
$4.88M +$23.5K +88 +0.5%
AG
934
AlTi Global
New York
$4.86M +$373K +1,396 +8%
HBT
935
Hills Bank & Trust
Iowa
$4.84M -$30.7K -115 -0.6%
NP
936
NorthRock Partners
Minnesota
$4.8M -$914K -3,419 -16%
CA
937
Cullinan Associates
Kentucky
$4.8M -$333K -1,246 -7%
CRB
938
Chad R. Baker
$4.78M
PA
939
Proem Advisors
Texas
$4.77M +$4.68M +17,500 New
DWT
940
Dorsey & Whitney Trust
South Dakota
$4.76M -$163K -609 -3%
NNPTE
941
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$4.75M -$442K -1,654 -9%
ZCI
942
Zevenbergen Capital Investments
Washington
$4.74M -$1.52M -5,700 -25%
OCA
943
Otter Creek Advisors
Florida
$4.72M +$1.5M +5,600 +48%
HCM
944
Hudson Capital Management
New Jersey
$4.69M +$151K +563 +3%
SC
945
SouthState Corp
Florida
$4.69M -$29.1K -109 -0.6%
BFW
946
Brady Family Wealth
Missouri
$4.68M -$13.1K -49 -0.3%
FFP
947
FourThought Financial Partners
Florida
$4.67M +$89.8K +336 +2%
MAS
948
Meeder Advisory Services
Ohio
$4.67M -$186K -695 -4%
SWP
949
Sagespring Wealth Partners
Tennessee
$4.66M -$1.98M -7,413 -30%
RWM
950
RBA Wealth Management
California
$4.61M +$42.8K +160 +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.