We are live on ! Find out more
CRM icon

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
SC
1026
Savant Capital
Illinois
$3.85M +$216K +807 +6%
CCIA
1027
Campbell & Co Investment Adviser
Maryland
$3.84M -$2.39M -8,938 -39%
ACM
1028
Aster Capital Management
United Arab Emirates
$3.84M +$2.85M +10,655 +311%
OTL
1029
Oak Thistle LLC
New York
$3.83M +$1.98M +7,404 +112%
PIWA
1030
Prevail Innovative Wealth Advisors
Kansas
$3.83M +$3.75M +14,027 New
WBC
1031
Westpac Banking Corp
Australia
$3.8M +$912K +3,411 +32%
CCP
1032
Clarity Capital Partners
California
$3.8M -$198K -742 -5%
CGIM
1033
Capital Group Investment Management
Singapore
$3.76M +$218K +816 +6%
WR
1034
WD Rutherford
Oregon
$3.74M -$81.5K -305 -2%
KIA
1035
KCM Investment Advisors
California
$3.7M +$10.4K +39 +0.3%
HH
1036
Hilltop Holdings
Texas
$3.7M +$469K +1,756 +15%
KIM
1037
Kestra Investment Management
Texas
$3.7M +$910K +3,404 +33%
CAM
1038
Cozad Asset Management
Illinois
$3.69M -$209K -782 -5%
RWM
1039
Rockline Wealth Management
New York
$3.68M +$187K +698 +5%
MA
1040
Mutual Advisors
Nebraska
$3.67M +$449K +1,679 +14%
MJP
1041
Michael J. Puzo
$3.67M +$621K +2,322 +21%
WMA
1042
West Michigan Advisors
Michigan
$3.66M +$3.04M +11,358 +551%
JGUA
1043
John G. Ullman & Associates
New York
$3.62M -$132K -492 -4%
IIA
1044
IPG Investment Advisors
California
$3.61M +$767K +2,869 +28%
DBG
1045
De Burlo Group
Massachusetts
$3.6M -$373K -1,395 -10%
RBA
1046
Richard Bernstein Advisors
New York
$3.6M
IAN
1047
Integrated Advisors Network
Texas
$3.6M -$298K -1,114 -8%
MC
1048
Machina Capital
France
$3.59M +$2.83M +10,601 +411%
KOCAA
1049
Knights of Columbus Asset Advisors
Connecticut
$3.59M -$8.7M -32,542 -71%
GIM
1050
Generali Investments Management
Slovenia
$3.57M +$671K +2,508 +24%

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.