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
WCM
1301
Weaver Capital Management
Georgia
$2.1M +$155K +578 +8%
AWM
1302
Arista Wealth Management
Nevada
$2.1M +$2.06M +7,696 New
SAM
1303
Smartleaf Asset Management
Massachusetts
$2.1M -$382K -1,430 -16%
FCB
1304
First County Bank
Connecticut
$2.09M -$284K -1,063 -12%
Koshinski Asset Management
1305
Koshinski Asset Management
Illinois
$2.09M +$132K +494 +7%
NB
1306
Nicolet Bankshares
Wisconsin
$2.09M -$4.01K -15 -0.2%
MCCP
1307
Mission Creek Capital Partners
California
$2.08M -$113K -423 -5%
A
1308
AlphaQuest
New York
$2.07M -$174K -649 -8%
WMP
1309
Wealth Management Partners
Arizona
$2.07M +$36.1K +135 +2%
JPWM
1310
Jamison Private Wealth Management
Georgia
$2.07M -$48.7K -182 -2%
IW
1311
IronOak Wealth
Texas
$2.06M +$2.02M +7,543 New
PWP
1312
Pursue Wealth Partners
California
$2.06M +$1.07K +4 +0.1%
FPAS
1313
Focus Partners Advisor Solutions
Missouri
$2.06M -$1.11M -4,141 -35%
Group One Trading
1314
Group One Trading
Illinois
$2.05M -$6.26M -23,418 -76%
IB
1315
Intrust Bank
Kansas
$2.05M -$38.5K -144 -2%
WA
1316
WP Advisors
California
$2.04M +$256K +957 +15%
VFA
1317
Voya Financial Advisors
Connecticut
$2.04M -$485K -1,815 -20%
PWP
1318
Perfromance Wealth Partners
Illinois
$2.04M +$45.7K +171 +2%
MYAM
1319
Meiji Yasuda Asset Management
Japan
$2.03M -$2.85M -10,660 -59%
ANTB
1320
AMG National Trust Bank
Colorado
$2.03M +$73K +273 +4%
CPA
1321
Cardiff Park Advisors
California
$2.02M +$267 +1 +0%
NL
1322
Navalign LLC
California
$2.02M -$84.2K -315 -4%
PIM
1323
Penobscot Investment Management
Massachusetts
$2.02M -$144K -538 -7%
CUAMC
1324
China Universal Asset Management Company
China
$2.02M -$3.45M -12,889 -64%
CFFP
1325
Center for Financial Planning
Michigan
$2.01M

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.