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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
TPW
1751
Talon Private Wealth
Florida
$949K +$42K +157 +5%
KIA
1752
Kraematon Investment Advisors
Massachusetts
$945K +$802 +3 +0.1%
RBFC
1753
Roman Butler Fullerton & Co
Missouri
$944K +$161K +601 +21%
NHC
1754
Nicholas Hoffman & Company
Georgia
$943K +$154K +577 +20%
HBW
1755
Hazlett, Burt & Watson
West Virginia
$943K +$74.1K +277 +9%
IWA
1756
Icon Wealth Advisors
Texas
$943K +$68.2K +255 +8%
FAM
1757
Formidable Asset Management
Ohio
$943K
HCM
1758
Howland Capital Management
Massachusetts
$942K -$4.28K -16 -0.5%
SCA
1759
STALEY CAPITAL ADVISERS
Pennsylvania
$939K +$26.7K +100 +3%
AWAU
1760
Alliance Wealth Advisors (Utah)
Utah
$938K +$243K +909 +36%
AP
1761
Americana Partners
Texas
$934K -$3.88M -14,516 -81%
BCM
1762
BluePath Capital Management
Georgia
$929K +$170K +636 +23%
EMC
1763
Everest Management Corp
California
$929K -$131K -490 -13%
VCM
1764
Virtue Capital Management
Tennessee
$927K +$225K +843 +33%
PR
1765
Payden & Rygel
California
$927K -$6.82M -25,500 -88%
KSB
1766
Kennebec Savings Bank
Maine
$924K +$50.8K +190 +6%
WPW
1767
Waldron Private Wealth
Pennsylvania
$923K -$17.4K -65 -2%
MFA
1768
Mayflower Financial Advisors
Massachusetts
$923K -$39.6K -148 -4%
CS
1769
Crescent Sterling
Louisiana
$917K +$76.2K +285 +9%
AWAG
1770
ARS Wealth Advisors Group
Florida
$917K +$77.5K +290 +9%
KA
1771
Klingman & Associates
New York
$915K +$95.2K +356 +12%
SWIG
1772
Strategic Wealth Investment Group
Kentucky
$914K +$86.6K +324 +11%
NL
1773
NWAM LLC
Washington
$913K +$943K +3,529 New
EHWM
1774
Eads & Heald Wealth Management
Georgia
$911K +$62K +232 +7%
FFN
1775
Focus Financial Network
Minnesota
$911K +$88.5K +331 +11%

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.