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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
PCM
1476
Princeton Capital Management
New Jersey
$1.54M +$59.9K +224 +4%
BB
1477
Bell Bank
North Dakota
$1.54M -$616K -2,303 -29%
GH
1478
GAM Holding
Switzerland
$1.53M -$11.5K -43 -0.8%
PPWM
1479
Paragon Private Wealth Management
Kentucky
$1.53M +$41.7K +156 +3%
MS
1480
Mizuho Securities
Japan
$1.53M +$1.49M +5,580 +13,950%
CCP
1481
Carmel Capital Partners
California
$1.53M +$245K +917 +20%
AFA
1482
AA Financial Advisors
Ohio
$1.52M -$292K -1,093 -16%
CTFG
1483
Capstone Triton Financial Group
Oklahoma
$1.52M +$1.49M +5,575 New
PWG
1484
Portside Wealth Group
Utah
$1.52M +$80.2K +300 +6%
TIM
1485
Thor Investment Management
Ohio
$1.52M +$31.8K +119 +2%
AFO
1486
Arrowroot Family Office
California
$1.51M +$1.49M +5,555 New
CFP
1487
Catalyst Financial Partners
Massachusetts
$1.51M +$59.6K +223 +4%
PJSIMP
1488
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.51M -$183K -685 -11%
ATS
1489
Ashton Thomas Securities
New York
$1.51M +$98.1K +367 +7%
NED
1490
Nancy E. Dempze
$1.5M +$434K +1,624 +42%
RAM
1491
Redmond Asset Management
Virginia
$1.5M -$107K -402 -7%
PWM
1492
Palumbo Wealth Management
New York
$1.49M +$65K +243 +5%
CF
1493
Cantor Fitzgerald
New York
$1.49M +$1.46M +5,469 New
LCM
1494
Lazari Capital Management
California
$1.49M -$42.5K -159 -3%
LAM
1495
LECAP Asset Management
United Kingdom
$1.49M -$61K -228 -4%
CMI
1496
Clare Market Investments
Texas
$1.49M -$48.9K -183 -3%
PD
1497
Point72 (DIFC)
United Arab Emirates
$1.48M -$10.8M -40,523 -88%
LAI
1498
Legal Advantage Investments
California
$1.48M -$9.09K -34 -0.6%
EFG
1499
Everhart Financial Group
Ohio
$1.48M -$183K -685 -11%
AA
1500
ABC Arbitrage
France
$1.48M -$113K -424 -7%

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.