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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
FHA
951
First Horizon Advisors
Tennessee
$4.6M -$276K -1,032 -6%
QCM
952
Qsemble Capital Management
New York
$4.59M -$6.35M -23,751 -59%
SCP
953
Sandhill Capital Partners
New York
$4.58M +$18.2K +68 +0.4%
PAM
954
Pegasus Asset Management
New York
$4.55M +$78.1K +292 +2%
OL
955
Optas LLC
Texas
$4.53M -$63.1K -236 -1%
SF
956
Summit Financial
New Jersey
$4.51M -$4.1M -15,322 -48%
FRA
957
Frank Rimerman Advisors
California
$4.51M -$237K -886 -5%
AWM
958
Avior Wealth Management
Nebraska
$4.51M +$375K +1,402 +9%
WPC
959
Wedmont Private Capital
Pennsylvania
$4.51M -$44.6K -167 -1%
GC
960
Garde Capital
Washington
$4.51M -$426K -1,595 -9%
ACM
961
Aljian Capital Management
Nevada
$4.5M -$16K -60 -0.4%
LW
962
Linscomb Wealth
Texas
$4.5M +$142K +530 +3%
RWA
963
Roberts Wealth Advisors
California
$4.49M +$98.7K +369 +2%
GRP
964
Global Retirement Partners
California
$4.49M +$4.4M +16,459 New
CCA
965
Checchi Capital Advisers
California
$4.46M -$260K -973 -6%
TFS
966
Thoroughbred Financial Services
Tennessee
$4.46M -$1.59M -5,964 -27%
TCCM
967
Timber Creek Capital Management
Massachusetts
$4.46M +$117K +438 +2%
ERSOT
968
Employees Retirement System of Texas
Texas
$4.45M +$4.36M +16,315 New
SPG
969
Strategic Planning Group
Utah
$4.44M +$309K +1,156 +8%
PCM
970
Parsons Capital Management
Rhode Island
$4.43M -$20.1K -75 -0.5%
CC
971
Centiva Capital
New York
$4.43M +$1.99M +7,435 +85%
FFWA
972
FRG Family Wealth Advisors
Washington
$4.41M -$78.9K -295 -2%
CCMG
973
Clark Capital Management Group
Pennsylvania
$4.4M +$688K +2,573 +19%
LCM
974
Laurion Capital Management
New York
$4.4M +$4.31M +16,129 New
GM
975
GeoWealth Management
Illinois
$4.4M +$49.5K +185 +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.