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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
SMA
1576
Sage Mountain Advisors
Georgia
$1.31M +$111K +415 +9%
TFA
1577
Teamwork Financial Advisors
Texas
$1.31M +$2.94K +11 +0.2%
SC
1578
Sapient Capital
Indiana
$1.3M -$63.6K -238 -5%
SWA
1579
Sax Wealth Advisors
New Jersey
$1.3M +$368K +1,378 +41%
APP
1580
Avantax Planning Partners
Iowa
$1.3M +$159K +595 +14%
TF
1581
Trek Financial
Arizona
$1.3M +$884K +3,305 +226%
WC
1582
Waterloo Capital
Texas
$1.3M +$209K +783 +20%
ESB
1583
Essex Savings Bank
Connecticut
$1.29M -$34.8K -130 -3%
BAM
1584
Bosun Asset Management
Illinois
$1.29M -$4.81K -18 -0.4%
EB
1585
Emprise Bank
Kansas
$1.29M +$35.3K +132 +3%
SS
1586
Sunbelt Securities
Texas
$1.29M +$116K +434 +13%
CCB
1587
Country Club Bank
Missouri
$1.29M +$17.4K +65 +1%
CFG
1588
Chapman Financial Group
Hawaii
$1.29M +$1.26M +4,721 New
GFG
1589
Greystone Financial Group
Michigan
$1.28M +$122K +458 +11%
CB
1590
CNB Bank
Pennsylvania
$1.28M -$28.6K -107 -2%
WI
1591
WBI Investments
New Jersey
$1.28M +$955K +3,572 +318%
VIM
1592
VELA Investment Management
Ohio
$1.28M
MFP
1593
Meridian Financial Partners
Virginia
$1.28M +$51.1K +191 +4%
BF
1594
Brucke Financial
Indiana
$1.27M +$50.8K +190 +4%
FCM
1595
Fire Capital Management
California
$1.27M +$90.4K +338 +8%
GITFIT
1596
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.27M
FUBT
1597
First United Bank & Trust
Maryland
$1.27M +$46.8K +175 +4%
MLL
1598
Moody Lynn & Lieberson
Massachusetts
$1.26M -$98.4K -368 -7%
ACM
1599
Allred Capital Management
Texas
$1.26M -$15.8K -59 -1%
DP
1600
Dearborn Partners
Illinois
$1.26M -$18.4K -69 -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.