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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
BCM
1226
Boltwood Capital Management
California
$2.52M -$3.74K -14 -0.2%
CI
1227
Cigna Investments
Connecticut
$2.51M -$33.2K -124 -1%
P
1228
Pitcairn
Pennsylvania
$2.51M -$532K -1,991 -18%
DS
1229
DRW Securities
Illinois
$2.5M +$2.46M +9,189 New
FFM
1230
Forum Financial Management
Illinois
$2.5M -$352K -1,317 -13%
HG
1231
Herbst Group
Connecticut
$2.49M +$84.2K +315 +4%
AIP
1232
Ameritas Investment Partners
Nebraska
$2.49M -$30.5K -114 -1%
VCM
1233
Verde Capital Management
Michigan
$2.47M +$164K +614 +7%
CHAM
1234
Clear Harbor Asset Management
Connecticut
$2.47M +$69.5K +260 +3%
FGC
1235
Financial Gravity Companies
Texas
$2.46M +$2.41M +9,015 New
RP
1236
Rice Partnership
Hawaii
$2.46M +$284K +1,064 +13%
TSWM
1237
Triangle Securities Wealth Management
North Carolina
$2.45M +$74.6K +279 +3%
SW
1238
SVB Wealth
Massachusetts
$2.44M -$2.17M -8,107 -47%
CPC
1239
Congress Park Capital
New York
$2.44M +$223K +834 +10%
PA
1240
Procyon Advisors
Connecticut
$2.43M -$6.9M -25,811 -74%
OHWP
1241
Oak Harbor Wealth Partners
North Carolina
$2.43M +$1.6K +6 +0.1%
AFCM
1242
Applied Finance Capital Management
Puerto Rico
$2.43M +$2.38M +8,902 New
SWK
1243
Stephen W. Kidder
$2.42M +$330K +1,234 +16%
PNAA
1244
Pictet North America Advisors
Switzerland
$2.41M -$391K -1,461 -14%
CNC
1245
Citizens & Northern Corp
Pennsylvania
$2.41M -$24.6K -92 -1%
EWA
1246
EverSource Wealth Advisors
Alabama
$2.39M +$71.6K +268 +3%
LF
1247
LifePlan Financial
Minnesota
$2.39M +$125K +466 +6%
CWAG
1248
Compton Wealth Advisory Group
Virginia
$2.38M +$115K +431 +5%
SG
1249
StoneX Group
New York
$2.37M +$97.6K +365 +4%
NCM
1250
Nelson Capital Management
California
$2.37M +$52.1K +195 +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.