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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
GIM
1326
Goelzer Investment Management
Indiana
$2.01M -$53.7K -201 -3%
JSL
1327
JT Stratford LLC
Georgia
$2M +$1.37M +5,131 +232%
KTC
1328
Kentucky Trust Company
Kentucky
$2M +$5.35K +20 +0.3%
SAI
1329
Savvy Advisors Inc
New York
$2M +$400K +1,498 +26%
FMTC
1330
Farmers & Merchants Trust Company
California
$2M +$104K +390 +6%
MYLI
1331
Meiji Yasuda Life Insurance
Japan
$2M +$55.3K +207 +3%
AC
1332
AlphaCore Capital
California
$1.99M +$277K +1,035 +17%
OFS
1333
Orrstown Financial Services
Pennsylvania
$1.99M +$843K +3,155 +76%
LWL
1334
Leo Wealth LLC
Texas
$1.98M +$1.72M +6,436 +781%
BMCM
1335
Bryn Mawr Capital Management
Pennsylvania
$1.98M -$104K -390 -5%
TFGT
1336
TS Financial Group (TSFG)
Illinois
$1.98M -$105K -394 -5%
TWM
1337
Thrive Wealth Management
Pennsylvania
$1.97M -$2.67K -10 -0.1%
CT
1338
Chicago Trust
Illinois
$1.97M +$109K +406 +6%
BSB
1339
Bangor Savings Bank
Maine
$1.97M -$130K -487 -6%
AI
1340
Arvest Investments
Arkansas
$1.97M -$113K -422 -6%
RSWM
1341
Robertson Stephens Wealth Management
California
$1.96M -$6.42K -24 -0.3%
HCCM
1342
Hudson Canyon Capital Management
New York
$1.95M -$41.7K -156 -2%
BWAM
1343
Boyd Watterson Asset Management
Ohio
$1.95M +$106K +395 +6%
AB
1344
Atlas Brown
Kentucky
$1.95M +$12.6K +47 +0.7%
AIM
1345
Aigen Investment Management
New York
$1.95M -$1.99M -7,455 -51%
GCM
1346
Glynn Capital Management
California
$1.95M
SCM
1347
Stevens Capital Management
Pennsylvania
$1.94M +$1.41M +5,265 +283%
SWMG
1348
Signature Wealth Management Group
Georgia
$1.94M +$6.42K +24 +0.3%
FAM
1349
Fulcrum Asset Management
United Kingdom
$1.94M +$1.9M +7,124 New
PTP
1350
Platform Technology Partners
New York
$1.94M +$116K +434 +6%

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.