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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
SAM
1101
Silphium Asset Management
United Kingdom
$3.27M -$318K -1,188 -9%
HT
1102
HAP Trading
New York
$3.27M +$3.21M +11,997 New
IA
1103
Icon Advisers
Colorado
$3.23M -$278K -1,038 -8%
DCM
1104
Davidson Capital Management
Texas
$3.23M +$674K +2,520 +27%
BCB
1105
Brian C. Broderick
$3.23M +$306K +1,146 +11%
B
1106
Bensler
Washington
$3.22M -$2.14K -8 -0.1%
SGA
1107
Strategic Global Advisors
California
$3.21M +$191K +715 +6%
RPI
1108
Railway Pension Investments
United Kingdom
$3.19M
KAS
1109
KPP Advisory Services
Kentucky
$3.19M +$358K +1,340 +13%
TAP
1110
Tounjian Advisory Partners
Florida
$3.19M -$59.9K -224 -2%
KLWA
1111
Kelly Lawrence W & Associates
California
$3.18M -$74.3K -278 -2%
AMCA
1112
Arthur M. Cohen & Associates
Illinois
$3.18M -$171K -640 -5%
AC
1113
Avestar Capital
New York
$3.18M +$282K +1,054 +10%
WWM
1114
Western Wealth Management
Colorado
$3.17M -$109K -407 -3%
GI
1115
GS Investments
Minnesota
$3.16M -$29.1K -109 -0.9%
CGL
1116
Clarius Group LLC
Washington
$3.16M +$34.2K +128 +1%
MCM
1117
Mainstay Capital Management
Michigan
$3.15M +$1.59M +5,961 +107%
EWM
1118
Elite Wealth Management
Washington
$3.13M -$1.47M -5,509 -32%
IAS
1119
Insigneo Advisory Services
Florida
$3.12M -$179K -671 -6%
CCG
1120
Ceeto Capital Group
Florida
$3.12M +$1.05M +3,925 +52%
CNBT
1121
Canandaigua National Bank & Trust
New York
$3.11M -$72.7K -272 -2%
HT
1122
Headlands Technologies
Illinois
$3.1M -$4.87M -18,209 -62%
RC
1123
Roundview Capital
New Jersey
$3.09M +$157K +589 +5%
PGFC
1124
Peapack-Gladstone Financial Corp
New Jersey
$3.08M -$719K -2,689 -19%
HFRG
1125
Houlihan Financial Resource Group
Virginia
$3.08M +$69.2K +259 +2%

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.