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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
TPA
1076
Trivium Point Advisory
Connecticut
$3.4M -$61.5K -230 -2%
GC
1077
Globeflex Capital
California
$3.39M +$3.16M +11,824 +1,971%
BWM
1078
BigSur Wealth Management
Florida
$3.39M +$187K +700 +6%
CAMG
1079
CWA Asset Management Group
Florida
$3.38M +$16.8K +63 +0.5%
FWM
1080
Finer Wealth Management
Massachusetts
$3.38M +$42.5K +159 +1%
AA
1081
Altrafin AG
$3.37M +$5.35K +20 +0.2%
HAS
1082
HBW Advisory Services
California
$3.36M -$480K -1,796 -13%
QI
1083
Qtron Investments
Massachusetts
$3.36M +$201K +750 +6%
WSCM
1084
Wellington Shields Capital Management
New York
$3.34M -$5.88K -22 -0.2%
CC
1085
Courier Capital
New York
$3.34M +$28.6K +107 +0.9%
CIA
1086
Cohen Investment Advisors
New Hampshire
$3.32M +$136K +509 +4%
ALAM
1087
Asahi Life Asset Management
Japan
$3.32M +$402K +1,504 +14%
BWM
1088
Bulltick Wealth Management
Florida
$3.32M -$48.1K -180 -1%
KA
1089
Kovack Advisors
Florida
$3.32M +$295K +1,105 +10%
HCM
1090
Hillman Capital Management
Maryland
$3.31M -$584K -2,185 -15%
SWM
1091
Spire Wealth Management
Virginia
$3.31M -$401K -1,501 -11%
MFS
1092
Mirabella Financial Services
United Kingdom
$3.31M -$3.04M -11,376 -48%
IBOK
1093
Independence Bank of Kentucky
Kentucky
$3.31M +$88.8K +332 +3%
CWI
1094
Conscious Wealth Investments
Florida
$3.3M +$10.2K +38 +0.3%
ITC
1095
Inspire Trust Company
Nevada
$3.3M +$829K +3,100 +34%
NHT
1096
New Hampshire Trust
New Hampshire
$3.3M +$29.9K +112 +0.9%
YDMI
1097
Y.D. More Investments
Israel
$3.3M -$692K -2,589 -18%
GJWM
1098
Gilliland Jeter Wealth Management
Arkansas
$3.29M -$56.7K -212 -2%
AG
1099
Advocate Group
Minnesota
$3.28M +$3.22M +12,033 New
GGI
1100
GPM Growth Investors
Michigan
$3.28M +$394K +1,472 +14%

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.