We are live on ! Find out more
CRM icon

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
SWM
1176
Sculati Wealth Management
Michigan
$2.73M -$29.4K -110 -1%
CPC
1177
CFC Planning Company
Indiana
$2.73M +$157K +587 +6%
HIM
1178
Hillsdale Investment Management
Ontario, Canada
$2.73M +$1.32M +4,940 +97%
BRG
1179
Bay Rivers Group
Virginia
$2.73M -$2.41K -9 -0.1%
CHCM
1180
Columbus Hill Capital Management
New Jersey
$2.73M
SAG
1181
SageView Advisory Group
California
$2.72M +$158K +591 +6%
BTI
1182
Blue Trust Inc
Georgia
$2.71M -$4.28K -16 -0.2%
ZF
1183
Zhang Financial
Michigan
$2.71M +$139K +521 +6%
CBA
1184
Coastal Bridge Advisors
Connecticut
$2.71M +$2.66M +9,931 New
MG
1185
Mather Group
Illinois
$2.7M -$86.4K -323 -3%
BCM
1186
Beck Capital Management
Texas
$2.7M +$1.03M +3,866 +64%
EWM
1187
Empirical Wealth Management
Washington
$2.7M +$310K +1,160 +13%
TPW
1188
Transatlantique Private Wealth
New York
$2.7M -$486K -1,818 -16%
PWCM
1189
Processus Wealth & Capital Management
Tennessee
$2.7M +$151K +565 +6%
SLI
1190
Sumitomo Life Insurance
Japan
$2.69M -$164K -614 -6%
AP
1191
Advisors Preferred
Maryland
$2.69M
SA
1192
Strategic Advisors
New York
$2.69M -$107K -401 -4%
NMG
1193
New Millennium Group
Utah
$2.68M +$2.62M +9,788 +27,189%
MW
1194
Maia Wealth
Colorado
$2.67M +$690K +2,580 +36%
ES
1195
Eagle Strategies
New York
$2.66M +$75.1K +281 +3%
NF
1196
Nikulski Financial
Iowa
$2.66M -$51.1K -191 -2%
VWM
1197
Venturi Wealth Management
Texas
$2.66M -$138K -518 -5%
VNA
1198
Valley National Advisers
Pennsylvania
$2.65M +$25.7K +96 +1%
AWP
1199
Ascent Wealth Partners
New York
$2.65M +$522K +1,952 +25%
MTIC
1200
Missouri Trust & Investment Company
Missouri
$2.64M +$56.9K +213 +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.