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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
FCP
1151
Fidelis Capital Partners
Florida
$2.96M -$67.4K -252 -2%
AA
1152
ALPS Advisors
Colorado
$2.95M +$3.48K +13 +0.1%
GLR
1153
Great Lakes Retirement
Ohio
$2.95M +$115K +430 +4%
SI
1154
Shaker Investments
Ohio
$2.94M -$893K -3,340 -24%
BIG
1155
Brooklyn Investment Group
New York
$2.91M +$569K +2,129 +25%
TNA
1156
True North Advisors
Texas
$2.91M -$238K -892 -8%
MNBTD
1157
Moody National Bank Trust Division
Texas
$2.9M +$116K +435 +4%
SWM
1158
Segment Wealth Management
Texas
$2.88M +$105K +394 +4%
VCM
1159
Voleon Capital Management
California
$2.86M -$955K -3,573 -25%
CIA
1160
Capital Investment Advisors
Georgia
$2.86M +$924K +3,458 +49%
SWM
1161
SeaCrest Wealth Management
New York
$2.84M -$154K -577 -5%
V
1162
VeraBank
Texas
$2.84M +$880K +3,293 +46%
MCM
1163
MV Capital Management
Maryland
$2.83M -$97.8K -366 -3%
UW
1164
Unique Wealth
Florida
$2.81M +$100K +375 +4%
VAS
1165
Vestmark Advisory Solutions
Massachusetts
$2.81M -$3.52M -13,160 -56%
KWA
1166
Kingswood Wealth Advisors
California
$2.81M +$633K +2,366 +30%
BHA
1167
Beech Hill Advisors
New York
$2.79M -$1.08M -4,043 -28%
DAS
1168
Diversify Advisory Services
Utah
$2.79M +$815K +3,047 +34%
UBG
1169
United Bank (Georgia)
Georgia
$2.78M +$134K +500 +5%
IFWM
1170
Institute for Wealth Management
Colorado
$2.78M -$38K -142 -1%
GIS
1171
Graphene Investments SAS
France
$2.75M
AFC
1172
AFT Forsyth & Company
Florida
$2.75M +$32.1K +120 +1%
MGIA
1173
Moneta Group Investment Advisors
Missouri
$2.74M +$268K +1,004 +11%
PPWP
1174
Premier Path Wealth Partners
New Jersey
$2.74M +$168K +629 +7%
TIA
1175
Tiemann Investment Advisors
California
$2.73M +$53.5K +200 +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.