We are live on ! Find out more
CRM icon

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
BLFG
1626
Brian Low Financial Group
Louisiana
$1.19M +$1.17M +4,378 New
QPW
1627
Quantum Private Wealth
Florida
$1.19M -$51.3K -192 -4%
BDFN
1628
Bond & Devick Financial Network
Minnesota
$1.19M +$62.8K +235 +6%
WFAG
1629
Worth Financial Advisory Group
North Carolina
$1.19M +$236K +882 +25%
HFA
1630
Hutchinson Financial Advisors
Virginia
$1.18M +$1.16M +4,343 New
SIC
1631
Salem Investment Counselors
North Carolina
$1.18M +$72.5K +271 +7%
BAM
1632
Byrne Asset Management
New Jersey
$1.18M +$35.8K +134 +3%
TYCC
1633
Texas Yale Capital Corp
Florida
$1.18M -$68.7K -257 -6%
JFA
1634
JNBA Financial Advisors
Minnesota
$1.17M -$6.68K -25 -0.6%
AC
1635
Arjuna Capital
North Carolina
$1.17M -$56.4K -211 -5%
WIS
1636
Wright Investors Service
Connecticut
$1.17M -$2.81M -10,499 -71%
PCG
1637
Prosperity Consulting Group
Maryland
$1.17M -$307K -1,147 -21%
DI
1638
Diligent Investors
California
$1.17M
I
1639
InceptionR
California
$1.17M +$825K +3,084 +259%
FBFS
1640
First Business Financial Services
Wisconsin
$1.17M +$1.14M +4,276 New
IQI
1641
Integrated Quantitative Investments
Washington
$1.16M +$1.14M +4,263 New
JFGIW
1642
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.16M -$333K -1,246 -23%
KLCM
1643
KG&L Capital Management
Louisiana
$1.16M -$283K -1,058 -20%
LFG
1644
Larson Financial Group
Missouri
$1.16M +$135K +504 +13%
RH
1645
RFG Holdings
Texas
$1.15M +$276K +1,032 +33%
NDSI
1646
Newman Dignan & Sheerar Inc
Rhode Island
$1.15M -$14.7K -55 -1%
PCS
1647
Personal CFO Solutions
New Jersey
$1.14M +$146K +547 +15%
DA
1648
Doliver Advisors
Texas
$1.14M -$457K -1,708 -29%
LCM
1649
LCM Capital Management
Illinois
$1.14M +$5.08K +19 +0.5%
AF
1650
Aldebaran Financial
$1.14M +$267 +1 +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.