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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
HPC
1451
HM Payson & Co
Maine
$1.62M +$304K +1,137 +24%
FG
1452
Fiduciary Group
Georgia
$1.61M -$3.21K -12 -0.2%
ACM
1453
Ayrshire Capital Management
Connecticut
$1.61M +$207K +774 +15%
PL
1454
Plancorp LLC
Missouri
$1.61M +$94.4K +353 +6%
SVWAG
1455
Sound View Wealth Advisors Group
Georgia
$1.6M -$120K -449 -7%
PFGIA
1456
Patriot Financial Group Insurance Agency
Massachusetts
$1.6M +$161K +603 +11%
EFG
1457
Embree Financial Group
Illinois
$1.6M -$48.4K -181 -3%
RCA
1458
Riverview Capital Advisers
Massachusetts
$1.6M +$2.14K +8 +0.1%
GCM
1459
GKV Capital Management
California
$1.6M +$1.26M +4,700 +409%
SSI
1460
Scott & Selber Inc
Texas
$1.59M +$10.4K +39 +0.7%
GPA
1461
Guerra Pan Advisors
New Jersey
$1.59M +$107K +400 +7%
GC
1462
Gilbert & Cook
Iowa
$1.59M +$34.5K +129 +2%
BC
1463
Burney Company
Virginia
$1.59M -$399K -1,493 -20%
HBT
1464
Heartland Bank & Trust
Illinois
$1.59M -$44.1K -165 -3%
GGHC
1465
Gilder Gagnon Howe & Co
New York
$1.59M -$61.5M -230,124 -98%
JIP
1466
Jaffetilchin Investment Partners
Florida
$1.58M +$368K +1,375 +31%
TCPG
1467
Trivant Custom Portfolio Group
California
$1.58M -$11.2K -42 -0.7%
GAA
1468
Global Assets Advisory
Florida
$1.58M +$1.55M +5,800 New
BI
1469
Ballast Inc
Kentucky
$1.56M +$88.2K +330 +6%
TTIC
1470
Tower Trust & Investment Company
Iowa
$1.56M +$5.08K +19 +0.3%
RAM
1471
Ramirez Asset Management
New York
$1.56M -$26.7K -100 -2%
FCA
1472
FLC Capital Advisors
California
$1.56M +$541K +2,023 +55%
CIA
1473
Choate Investment Advisors
Massachusetts
$1.56M +$78.3K +293 +5%
TCA
1474
Transcend Capital Advisors
New Jersey
$1.56M +$70.8K +265 +5%
NCGI
1475
Next Century Growth Investors
Minnesota
$1.55M +$535 +2 +0%

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.