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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
1201
Secure Asset Management
Michigan
$2.64M +$120K +448 +5%
HIA
1202
Harbor Investment Advisory
Maryland
$2.64M -$523K -1,955 -7%
PWP
1203
Principle Wealth Partners
Connecticut
$2.63M +$102K +382 +4%
BHIA
1204
Birch Hill Investment Advisors
Massachusetts
$2.63M -$237K -885 -8%
DWA
1205
Douglass Winthrop Advisors
New York
$2.62M -$43.3K -162 -2%
SFS
1206
Sowell Financial Services
Arkansas
$2.61M +$64.2K +240 +3%
SSWM
1207
Smith Salley Wealth Management
North Carolina
$2.61M +$297K +1,110 +13%
WANY
1208
Wealthspire Advisors (New York)
New York
$2.6M +$323K +1,208 +15%
RCA
1209
Resonant Capital Advisors
Wisconsin
$2.59M +$259K +970 +11%
RWB
1210
RMR Wealth Builders
New Jersey
$2.59M +$181K +677 +8%
AFS
1211
Aft Forsyth & Sober
Florida
$2.59M +$66.8K +250 +3%
DAM
1212
Deltec Asset Management
New York
$2.59M +$802K +3,000 +46%
LHC
1213
Little House Capital
Massachusetts
$2.59M +$118K +441 +5%
RMC
1214
Resources Management Corp
Connecticut
$2.59M +$585K +2,188 +30%
CAMV
1215
Concord Asset Management (Virginia)
Virginia
$2.58M +$396K +1,480 +19%
CWP
1216
Concord Wealth Partners
Virginia
$2.58M +$544K +2,036 +27%
PTC
1217
Private Trust Company
Ohio
$2.58M +$27K +101 +1%
CCWM
1218
Correct Capital Wealth Management
Missouri
$2.57M +$1.62M +6,042 +178%
CTC
1219
Cetera Trust Company
Minnesota
$2.57M -$6.68K -25 -0.3%
BWG
1220
Boomfish Wealth Group
Georgia
$2.56M +$157K +588 +7%
NW
1221
Naviter Wealth
Arkansas
$2.56M +$34.2K +128 +1%
COI
1222
Connable Office Inc
Michigan
$2.55M +$8.29K +31 +0.3%
AI
1223
Aperture Investors
New York
$2.55M
BAM
1224
Belpointe Asset Management
Nevada
$2.52M +$407K +1,521 +20%
WF
1225
Welch & Forbes
Massachusetts
$2.52M -$73K -273 -3%

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.