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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
GAM
1376
Grandview Asset Management
Pennsylvania
$1.85M -$11.5K -43 -0.6%
CPIA
1377
Cornell Pochily Investment Advisors
New York
$1.85M +$151K +564 +9%
PVI
1378
Pine Valley Investments
New Jersey
$1.85M -$92K -344 -5%
JWBC
1379
J.W. Burns & Co
New York
$1.85M -$460K -1,719 -20%
SC
1380
Saturna Capital
Washington
$1.84M -$48.1K -180 -3%
EW
1381
Evoke Wealth
California
$1.84M +$298K +1,116 +20%
C
1382
Certuity
Florida
$1.84M -$58.5K -219 -3%
RCG
1383
Regatta Capital Group
California
$1.84M +$25.4K +95 +1%
CT
1384
Coastline Trust
Rhode Island
$1.84M -$183K -685 -9%
WBC
1385
West Branch Capital
Massachusetts
$1.84M +$230K +861 +15%
KP
1386
Keel Point
Alabama
$1.83M +$16.8K +63 +0.9%
CWMK
1387
Caliber Wealth Management (Kansas)
Kansas
$1.83M -$83.7K -313 -4%
MC
1388
Mirabaud & Cie
Switzerland
$1.83M +$1.54M +5,750 +608%
AWA
1389
Aaron Wealth Advisors
Illinois
$1.82M -$36.6K -137 -2%
1W
1390
1776 Wealth
Georgia
$1.82M +$4.28K +16 +0.2%
FAIM
1391
Financial Advocates Investment Management
Washington
$1.8M -$798K -2,986 -31%
MM
1392
Morangie Management
Florida
$1.8M +$500K +1,869 +40%
PGAM
1393
Princeton Global Asset Management
New Jersey
$1.79M -$8.82K -33 -0.5%
Wolverine Trading
1394
Wolverine Trading
Illinois
$1.79M -$5.08M -18,995 -74%
NME
1395
Notis-McConarty Edward
$1.79M +$727K +2,718 +71%
SFA
1396
Semmax Financial Advisors
North Carolina
$1.79M +$224K +838 +13%
I
1397
INVST
Indiana
$1.79M -$693K -2,592 -28%
PAM
1398
Paradigm Asset Management
New York
$1.79M -$775K -2,900 -31%
COCM
1399
Charter Oak Capital Management
New Hampshire
$1.78M
CF
1400
Convergence Financial
Missouri
$1.78M +$103K +384 +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.