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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
WRPWM
1526
Werba Rubin Papier Wealth Management
California
$1.4M -$477K -1,786 -26%
CCP
1527
Cunning Capital Partners
North Carolina
$1.4M
1M
1528
1248 Management
Missouri
$1.4M +$1.31M +4,888 +2,202%
PP
1529
PDS Planning
Ohio
$1.39M +$2.67K +10 +0.2%
RB
1530
Renasant Bank
Mississippi
$1.39M -$167K -623 -11%
CAM
1531
Carret Asset Management
New York
$1.39M +$574K +2,148 +73%
DWM
1532
Drive Wealth Management
Utah
$1.39M -$72.2K -270 -5%
GIP
1533
Granite Investment Partners
California
$1.39M -$54.8K -205 -4%
FC
1534
Fjell Capital
North Dakota
$1.39M +$18.4K +69 +1%
AL
1535
Aspiriant LLC
California
$1.39M -$94.1K -352 -6%
OIS
1536
Okabena Investment Services
Minnesota
$1.38M -$276K -1,032 -17%
QWP
1537
Quotient Wealth Partners
Texas
$1.38M -$17.4K -65 -1%
HSA
1538
HBK Sorce Advisory
Pennsylvania
$1.38M -$82.9K -310 -6%
PMG
1539
ProVise Management Group
Florida
$1.37M -$5.88K -22 -0.4%
Walleye Trading
1540
Walleye Trading
New York
$1.37M -$18.6M -69,585 -93%
IIC
1541
Ironwood Investment Counsel
Arizona
$1.37M +$432K +1,615 +47%
KJHP
1542
K.J. Harrison & Partners
Ontario, Canada
$1.37M +$1.34M +5,006 New
SA
1543
Sovran Advisors
California
$1.36M +$391K +1,461 +41%
AWA
1544
Alta Wealth Advisors
Massachusetts
$1.36M -$16.6K -62 -1%
GCM
1545
Geneva Capital Management
Wisconsin
$1.36M -$44.6K -167 -3%
IIM
1546
Ironwood Investment Management
Massachusetts
$1.36M -$29.9K -112 -2%
Polen Capital Management
1547
Polen Capital Management
Florida
$1.36M -$874K -3,268 -40%
SC
1548
Stance Capital
Massachusetts
$1.36M +$1.33M +4,987 New
SCM
1549
Semanteon Capital Management
Massachusetts
$1.36M +$1.33M +4,985 New
OWP
1550
Obermeyer Wealth Partners
Colorado
$1.36M +$72.5K +271 +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.