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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
TPI
1676
Trust Point Inc
Wisconsin
$1.09M -$62.3K -233 -6%
CFMC
1677
Curbstone Financial Management Corp
New Hampshire
$1.08M +$93.6K +350 +10%
CBTWT
1678
Community Bank & Trust (Waco, Texas)
Texas
$1.08M
FIC
1679
FCG Investment Company
Tennessee
$1.08M -$987K -3,693 -48%
TAM
1680
Trillium Asset Management
Massachusetts
$1.08M -$267 -1 -0%
LGA
1681
Lebenthal Global Advisors
New York
$1.08M -$69K -258 -6%
MDA
1682
Minot DeBlois Advisors
Massachusetts
$1.08M +$10.7K +40 +1%
MCA
1683
Magnolia Capital Advisors
Mississippi
$1.07M -$39K -146 -4%
WF
1684
WinCap Financial
Massachusetts
$1.07M +$31.8K +119 +3%
MI
1685
Motiv8 Investments
Florida
$1.07M +$118K +441 +13%
CFG
1686
Carr Financial Group
Massachusetts
$1.07M
FRM
1687
Fox Run Management
Connecticut
$1.07M +$1.04M +3,907 New
BAM
1688
Blueshift Asset Management
New Jersey
$1.07M +$1.04M +3,906 New
FFG
1689
Fiduciary Financial Group
California
$1.06M -$107K -400 -9%
RIL
1690
Rothschild Investment LLC
Illinois
$1.06M +$114K +427 +12%
BI
1691
Bradyco Inc
Massachusetts
$1.06M
CLA
1692
Carnegie Lake Advisors
New Jersey
$1.06M
WFI
1693
West Family Investments
California
$1.06M +$283K +1,060 +38%
UIM
1694
Unified Investment Management
Georgia
$1.06M +$15K +56 +1%
OM
1695
OV Management
Minnesota
$1.06M -$1.73M -6,453 -63%
BA
1696
Birinyi Associates
Connecticut
$1.05M
FAM
1697
Fairtree Asset Management
South Africa
$1.05M +$595K +2,225 +136%
GBT
1698
Grove Bank & Trust
Florida
$1.05M -$9.09K -34 -0.9%
SAM
1699
Stansberry Asset Management
Texas
$1.04M -$3.7M -13,849 -78%
PFG
1700
Putney Financial Group
California
$1.04M -$44.1K -165 -4%

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.