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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
KHCM
1401
Kirtland Hills Capital Management
Ohio
$1.78M +$41.4K +155 +2%
RPC
1402
Rossmore Private Capital
Connecticut
$1.78M -$78.9K -295 -4%
ISL
1403
Ingalls & Snyder LLC
New York
$1.77M -$179K -671 -9%
NP
1404
Nilsine Partners
Colorado
$1.77M -$206K -770 -11%
1SB
1405
1ST Source Bank
Indiana
$1.77M +$171K +641 +11%
SW
1406
SteelPeak Wealth
California
$1.77M -$4.07M -15,222 -70%
OF
1407
Optimize Financial
California
$1.77M -$12.3K -46 -0.7%
RS
1408
R Squared
Hong Kong
$1.77M +$1.16M +4,344 +204%
CBT
1409
Central Bank & Trust
Kentucky
$1.76M -$18.4K -69 -1%
MCM
1410
Mainstream Capital Management
California
$1.76M -$12.6K -47 -0.7%
LWA
1411
Lineweaver Wealth Advisors
Ohio
$1.76M -$15K -56 -0.9%
CB
1412
Community Bank
New York
$1.75M +$176K +657 +11%
SFCL
1413
Strengthening Families & Communities LLC
Massachusetts
$1.74M -$157K -589 -8%
HAG
1414
HF Advisory Group
Maryland
$1.74M +$84.7K +317 +5%
RFM
1415
Royal Fund Management
Florida
$1.74M +$170K +637 +11%
WPA
1416
Wealth Preservation Advisors
Tennessee
$1.74M +$5.35K +20 +0.3%
LWP
1417
LMG Wealth Partners
Louisiana
$1.74M +$66.3K +248 +4%
IAS
1418
IMA Advisory Services
Colorado
$1.73M +$115K +432 +7%
CP
1419
Canopy Partners
Ohio
$1.73M -$10.4K -39 -0.6%
EI
1420
Ellevest Inc
New York
$1.72M -$217K -811 -11%
SOW
1421
State of Wyoming
Wyoming
$1.71M +$699K +2,614 +71%
AAP
1422
Arax Advisory Partners
Colorado
$1.71M +$706K +2,641 +73%
KFS
1423
Kaizen Financial Strategies
California
$1.71M -$37.2K -139 -2%
CWM
1424
Castle Wealth Management
Florida
$1.7M +$120K +449 +8%
AAM
1425
Augustine Asset Management
Florida
$1.7M -$272K -1,018 -14%

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.