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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
ICP
1601
Interchange Capital Partners
Pennsylvania
$1.26M +$49.5K +185 +4%
GWANC
1602
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.25M -$37.4K -140 -3%
KFI
1603
Key Financial Inc
Pennsylvania
$1.25M +$532K +1,990 +76%
GCP
1604
GSA Capital Partners
United Kingdom
$1.25M -$303K -1,132 -20%
GLAM
1605
Gardner Lewis Asset Management
Pennsylvania
$1.25M
FIM
1606
Freedom Investment Management
Connecticut
$1.25M +$103K +387 +9%
MCC
1607
Malaga Cove Capital
California
$1.25M -$160K -600 -12%
FAB
1608
First American Bank
Illinois
$1.24M +$1.21M +4,537 New
GWP
1609
Gen-Wealth Partners
Michigan
$1.23M +$93.8K +351 +8%
MA
1610
MONECO Advisors
Connecticut
$1.23M -$145K -543 -11%
CPA
1611
Capital Performance Advisors
California
$1.23M -$69K -258 -5%
CWM
1612
Cornerstone Wealth Management
Missouri
$1.22M +$70.8K +265 +6%
BTWM
1613
Baker Tilly Wealth Management
Wisconsin
$1.22M -$28.1K -105 -2%
BA
1614
Bridgewater Advisors
New York
$1.22M +$88.5K +331 +8%
NJIM
1615
Nabity-Jensen Investment Management
Nebraska
$1.22M -$1.6K -6 -0.1%
CIC
1616
Cornercap Investment Counsel
Georgia
$1.21M -$29.7K -111 -2%
BOM
1617
Bank of Marin
California
$1.21M +$15.2K +57 +1%
CWA
1618
Crux Wealth Advisors
California
$1.21M +$123K +461 +12%
HDA
1619
Harold Davidson & Associates
California
$1.21M -$515K -1,927 -30%
EMB
1620
Elefante Mark B
$1.2M +$265K +992 +29%
CB
1621
Cadence Bank
Mississippi
$1.2M +$9.63K +36 +0.8%
FFA
1622
First Foundation Advisors
California
$1.2M +$818K +3,058 +229%
CAU
1623
Caxton Associates (UK)
$1.2M +$244K +912 +26%
GAM
1624
Gemmer Asset Management
California
$1.2M -$278K -1,038 -19%
FC
1625
Fairscale Capital
New Hampshire
$1.19M +$59.1K +221 +5%

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.