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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
ECM
1001
Eisler Capital Management
United Kingdom
$4.18M -$6.99M -26,151 -63%
IRAG
1002
Investment Research & Advisory Group
Georgia
$4.16M +$50.3K +188 +1%
JHCP
1003
Jackson Hole Capital Partners
Oklahoma
$4.16M +$333K +1,247 +9%
LC
1004
Legacy CG
Texas
$4.16M +$4.08M +15,243 New
MA
1005
Modus Advisors
Minnesota
$4.15M +$115K +430 +3%
CWP
1006
Cyndeo Wealth Partners
Florida
$4.15M -$553K -2,067 -12%
MPPLM
1007
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.13M +$43.3K +162 +1%
IWM
1008
IHT Wealth Management
Illinois
$4.12M +$330K +1,235 +9%
RIG
1009
Renaissance Investment Group
Massachusetts
$4.12M -$2.78M -10,386 -41%
CF
1010
Centaurus Financial
California
$4.09M +$295K +1,102 +8%
TCOT
1011
Trust Company of Toledo
Ohio
$4.09M +$18.7K +70 +0.5%
FAM
1012
Fred Alger Management
New York
$4.07M +$3.98M +14,898 New
SC
1013
Sepio Capital
Utah
$4.05M -$13.4K -50 -0.3%
TW
1014
TritonPoint Wealth
Maryland
$4M -$115K -429 -3%
AG
1015
Ascent Group
Virginia
$4M -$368K -1,377 -9%
PIM
1016
Progressive Investment Management
Oregon
$4M -$32.6K -122 -0.8%
BHWM
1017
Bar Harbor Wealth Management
New Hampshire
$3.98M +$64.2K +240 +2%
RWM
1018
Ritholtz Wealth Management
New York
$3.97M +$118K +440 +3%
CIG
1019
Cullen Investment Group
Louisiana
$3.97M -$133K -497 -3%
NGA
1020
Naples Global Advisors
Florida
$3.96M +$369K +1,381 +11%
IB
1021
Iyo Bank
Japan
$3.96M -$7.76M -29,021 -67%
NB
1022
NBT Bank
New York
$3.93M +$9.36K +35 +0.2%
HZ
1023
Hixon Zuercher
Ohio
$3.92M +$20.9K +78 +0.5%
OAM
1024
Occidental Asset Management
California
$3.88M +$640K +2,395 +20%
SCP
1025
Stamos Capital Partners
California
$3.87M +$1.81M +6,784 +92%

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.