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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
PCIG
1051
Partners Capital Investment Group
Massachusetts
$3.57M -$4.59M -17,151 -57%
USCWA
1052
U.S. Capital Wealth Advisors
Texas
$3.56M -$1.39M -5,213 -29%
QPBE
1053
Quintet Private Bank (Europe)
Luxembourg
$3.55M -$2.89M -10,809 -45%
XT
1054
XTX Topco
Cayman Islands
$3.55M +$935K +3,499 +37%
MWM
1055
Marion Wealth Management
Pennsylvania
$3.54M +$246K +919 +8%
AI
1056
AXS Investments
New York
$3.54M -$1.02M -3,829 -23%
NFG
1057
Nations Financial Group
Iowa
$3.53M +$1.62M +6,062 +88%
WAS
1058
Winch Advisory Services
Wisconsin
$3.52M -$44.6K -167 -1%
SC
1059
Savoie Capital
Illinois
$3.52M
GMA
1060
Glassy Mountain Advisors
Maryland
$3.52M +$3.12M +11,673 +954%
FPCP
1061
Fort Point Capital Partners
California
$3.51M +$2.99M +11,198 +673%
BRWA
1062
B. Riley Wealth Advisors
Florida
$3.51M +$3.44M +12,861 New
JGCM
1063
Joseph Group Capital Management
Ohio
$3.5M +$737K +2,758 +27%
HIP
1064
Harrell Investment Partners
Texas
$3.48M +$148K +555 +5%
RFL
1065
RD Finance Ltd
Cyprus
$3.45M
CA
1066
CGN Advisors
Kansas
$3.44M +$313K +1,169 +10%
NFC
1067
Northeast Financial Consultants
Connecticut
$3.43M -$372K -1,390 -10%
EWA
1068
Evolution Wealth Advisors
Florida
$3.43M +$47.3K +177 +1%
TI
1069
TTP Investments
California
$3.43M +$3.36M +12,572 New
LWANC
1070
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.42M +$23.5K +88 +0.7%
CA
1071
Cache Advisors
California
$3.42M +$446K +1,668 +15%
CW
1072
CreativeOne Wealth
Kansas
$3.42M +$310K +1,160 +10%
MASUI
1073
MIRAE ASSET SECURITIES (USA) INC.
New York
$3.42M +$3.35M +12,533 New
MC
1074
Mathes Company
New York
$3.41M +$57.5K +215 +2%
Hudson Bay Capital Management
1075
Hudson Bay Capital Management
Connecticut
$3.41M -$14.9M -55,827 -82%

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.