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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
TAM
1426
Tealwood Asset Management
Minnesota
$1.7M -$52.1K -195 -3%
LAM
1427
LOM Asset Management
$1.7M +$1.66M +6,215 New
NAMNJ
1428
NorthStar Asset Management (New Jersey)
New Jersey
$1.69M +$147K +549 +10%
BFS
1429
Bard Financial Services
Connecticut
$1.69M -$33.4K -125 -2%
DCA
1430
DSG Capital Advisors
Minnesota
$1.69M -$774K -2,894 -32%
CNBT
1431
Cornerstone National Bank & Trust
Illinois
$1.68M +$157K +589 +11%
JSW
1432
Journey Strategic Wealth
New Jersey
$1.68M +$323K +1,210 +24%
NG
1433
Norden Group
Utah
$1.68M +$15.8K +59 +1%
GXJ
1434
Global X Japan
Japan
$1.68M +$1.64M +6,144 New
SP
1435
Stablepoint Partners
Massachusetts
$1.67M +$38.8K +145 +2%
PIA
1436
Perennial Investment Advisors
California
$1.67M +$70.6K +264 +5%
SW
1437
Simplicity Wealth
New Jersey
$1.67M +$150K +560 +10%
QWM
1438
Quadcap Wealth Management
Texas
$1.67M -$16.8K -63 -1%
DFA
1439
Delta Financial Advisors
Louisiana
$1.66M +$27.5K +103 +2%
PPC
1440
Park Place Capital
Alabama
$1.66M -$88.5K -331 -5%
SMTF
1441
Sphera Management Technology Funds
Israel
$1.65M -$4.95M -18,500 -75%
CCG
1442
Cypress Capital Group
Florida
$1.65M +$287K +1,073 +22%
TPWA
1443
TRUE Private Wealth Advisors
Oregon
$1.64M +$1.87K +7 +0.1%
MFG
1444
MidWestOne Financial Group
Iowa
$1.64M -$51.3K -192 -3%
LAM
1445
Lewis Asset Management
California
$1.63M -$19.8K -74 -1%
GA
1446
GraniteShares Advisors
New York
$1.63M +$5.08K +19 +0.3%
LFS
1447
Littlejohn Financial Services
Oregon
$1.63M +$1.6M +5,983 New
NL
1448
NVWM LLC
Pennsylvania
$1.63M +$28.1K +105 +2%
BC
1449
Bowman & Company
Wisconsin
$1.62M +$44.9K +168 +3%
ADL
1450
Asset Dedication LLC
California
$1.62M -$16.6K -62 -1%

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.