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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
IUHSA
1351
Itau Unibanco Holding S.A.
Brazil
$1.94M -$1.35M -5,059 -42%
PCG
1352
PFC Capital Group
California
$1.94M -$175K -654 -8%
JCM
1353
Jacobi Capital Management
Pennsylvania
$1.94M +$230K +861 +14%
DRD
1354
Dennis R. Delaney
$1.94M +$376K +1,408 +25%
PMWMG
1355
Parr McKnight Wealth Management Group
Minnesota
$1.93M +$176K +657 +10%
MFA
1356
Millington Financial Advisors
Illinois
$1.93M +$256K +956 +15%
BTD
1357
BankPlus Trust Department
Mississippi
$1.93M +$42.2K +158 +2%
KMWM
1358
Keudell/Morrison Wealth Management
Oregon
$1.92M +$376K +1,406 +25%
AIM
1359
Allen Investment Management
New York
$1.91M
UOTTAIMCU
1360
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.91M +$1.55M +5,800 +480%
MUAMU
1361
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.91M +$1.31M +4,900 +233%
SACTSONJ
1362
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.91M
SC
1363
Syon Capital
California
$1.91M +$94.1K +352 +5%
FPF
1364
First Pacific Financial
Washington
$1.9M +$267K +999 +17%
SJIM
1365
St. Johns Investment Management
Florida
$1.89M +$141K +529 +8%
APW
1366
Aventura Private Wealth
Florida
$1.89M +$412K +1,540 +29%
ATWA
1367
Arbor Trust Wealth Advisors
Michigan
$1.89M -$57.5K -215 -3%
BM
1368
Brandywine Managers
Delaware
$1.89M
TF
1369
TLWM Financial
Texas
$1.88M +$15.5K +58 +0.8%
NA
1370
Nautilus Advisors
California
$1.87M -$50.3K -188 -3%
BB
1371
Berkshire Bank
Massachusetts
$1.86M -$32.3K -121 -2%
NG
1372
Northstar Group
New York
$1.85M -$13.4K -50 -0.7%
SFM
1373
Sphera Funds Management
Israel
$1.85M -$615K -2,300 -25%
FMLI
1374
Fukoku Mutual Life Insurance
Japan
$1.85M +$771K +2,883 +74%
AAS
1375
Ameritas Advisory Services
Nebraska
$1.85M -$102K -380 -5%

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.