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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
HCM
1126
Howard Capital Management
Georgia
$3.07M +$607K +2,272 +25%
SCM
1127
SCS Capital Management
Massachusetts
$3.07M +$1.07K +4 +0%
1WA
1128
180 Wealth Advisors
Washington
$3.06M -$74.6K -279 -2%
OFS
1129
OMC Financial Services
New York
$3.06M -$29.9K -112 -1%
GWMIA
1130
Global Wealth Management Investment Advisory
Florida
$3.05M +$289K +1,082 +11%
HS
1131
HighVista Strategies
Massachusetts
$3.05M +$508K +1,900 +20%
CPBTD
1132
Central Pacific Bank - Trust Division
Hawaii
$3.04M -$183K -686 -6%
VAS
1133
Valicenti Advisory Services
New York
$3.04M +$2.98M +11,134 New
SI
1134
Scharf Investments
California
$3.03M +$236K +883 +9%
NS
1135
NBC Securities
Alabama
$3.03M -$391K -1,462 -12%
CWM
1136
Cabot Wealth Management
Massachusetts
$3.03M +$32.6K +122 +1%
AWM
1137
Axxcess Wealth Management
California
$3.03M +$260K +973 +10%
S
1138
Sachetta
Massachusetts
$3.02M +$4.01K +15 +0.1%
WAP
1139
Wealthcare Advisory Partners
Pennsylvania
$3.01M +$696K +2,602 +31%
TAM
1140
Trust Asset Management
Texas
$3.01M
SC
1141
Sawyer & Company
Massachusetts
$3.01M +$30.7K +115 +0.6%
APIM
1142
Agate Pass Investment Management
Washington
$3.01M +$652K +2,437 +28%
MLCM
1143
M & L Capital Management
United Kingdom
$3M +$2.94M +11,000 New
MCB
1144
Morton Community Bank
Illinois
$3M +$2.94M +10,997 New
MHS
1145
M Holdings Securities
Oregon
$3M +$2.93M +10,975 New
FB
1146
Fulton Bank
Pennsylvania
$2.98M +$98.9K +370 +4%
EBT
1147
Enterprise Bank & Trust
Massachusetts
$2.98M +$2.41K +9 +0.1%
ACS
1148
Archford Capital Strategies
Illinois
$2.96M +$159K +596 +6%
NSB
1149
Norway Savings Bank
Maine
$2.96M +$272K +1,016 +10%
WP
1150
WealthShield Partners
North Carolina
$2.96M +$111K +415 +4%

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.