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
RMAM
1251
Raab & Moskowitz Asset Management
New Jersey
$2.36M +$547K +2,046 +31%
WA
1252
Wealth Alliance
New York
$2.36M -$51.6K -193 -2%
MCP
1253
Mirador Capital Partners
California
$2.36M +$1.24M +4,647 +116%
PAS
1254
Parsonex Advisory Services
Colorado
$2.35M +$2.31M +8,624 New
CFCI
1255
Comprehensive Financial Consultants Institutional
Indiana
$2.35M +$151K +566 +7%
PH
1256
Pinnacle Holdings
Oklahoma
$2.35M +$215K +803 +10%
FNFDCM
1257
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.34M +$204K +764 +10%
GLA
1258
Good Life Advisors
Pennsylvania
$2.33M -$171K -638 -7%
DC
1259
DeDora Capital
California
$2.33M +$109K +407 +5%
LMKC
1260
L.M. Kohn & Company
Ohio
$2.33M -$122K -458 -5%
SIG
1261
Stonegate Investment Group
Alabama
$2.31M +$9.36K +35 +0.4%
OGF
1262
Orin Green Financial
California
$2.31M +$43K +161 +2%
LJHT
1263
Laurie J. Hall Trustee
$2.3M +$2.26M +8,445 New
WAAG
1264
Wealth Alliance Advisory Group
Kansas
$2.29M +$845K +3,161 +60%
GL
1265
Graypoint LLC
New York
$2.29M +$39.8K +149 +2%
MSK
1266
Melissa S. Kampmann
$2.29M -$52.1K -195 -2%
CPW
1267
Cove Private Wealth
New York
$2.29M +$377K +1,409 +20%
SAM
1268
Steinberg Asset Management
New York
$2.28M +$135K +505 +6%
UB
1269
Umpqua Bank
Oregon
$2.27M +$164K +615 +8%
AWA
1270
Arete Wealth Advisors
Illinois
$2.27M -$776K -2,902 -26%
SIP
1271
Stoneridge Investment Partners
Pennsylvania
$2.27M +$272K +1,016 +14%
BCM
1272
Bridgeway Capital Management
Texas
$2.26M -$48.1K -180 -2%
LFA
1273
Legacy Financial Advisors
Kentucky
$2.25M +$482K +1,802 +28%
CAS
1274
CTC Alternative Strategies
Illinois
$2.24M +$2.2M +8,220 New
HT
1275
Heritage Trust
Oklahoma
$2.19M +$41.7K +156 +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.