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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
LOIM
1801
Liberty One Investment Management
Illinois
$876K +$12.3K +46 +1%
EFS
1802
Essex Financial Services
Connecticut
$872K +$18.2K +68 +2%
CH
1803
Cromwell Holdings
Wyoming
$871K
3IP
1804
3Chopt Investment Partners
Virginia
$870K +$245K +917 +40%
OFS
1805
OneAscent Financial Services
Alabama
$870K -$83.9K -314 -9%
ARMT
1806
Amica Retiree Medical Trust
Rhode Island
$868K
SRC
1807
Sage Rhino Capital
California
$866K +$2.67K +10 +0.3%
GI
1808
GAMCO Investors
Connecticut
$861K -$8.29K -31 -1%
B
1809
Barings
North Carolina
$861K -$167K -626 -17%
MFS
1810
Mattson Financial Services
Michigan
$861K +$11.8K +44 +1%
SOS
1811
Silver Oak Securities
Tennessee
$861K +$32.3K +121 +4%
CMANY
1812
Capital Management Associates (New York)
New York
$859K
MCWA
1813
Meadow Creek Wealth Advisors
Georgia
$853K -$114K -425 -12%
AFM
1814
Abbot Financial Management
Massachusetts
$852K +$100K +375 +14%
XF
1815
XML Financial
Maryland
$852K -$31.3K -117 -4%
1IA
1816
1834 Investment Advisors
Wisconsin
$851K +$1.87K +7 +0.2%
HI
1817
Harbour Investments
Wisconsin
$851K +$23.3K +87 +3%
NPA
1818
Nichols & Pratt Advisers
Massachusetts
$849K +$214K +800 +35%
MLA
1819
My Legacy Advisors
Oregon
$844K +$69.2K +259 +9%
BTW
1820
Boston Trust Walden
Massachusetts
$842K +$275K +1,030 +50%
BIG
1821
Brookwood Investment Group
Arizona
$839K +$287K +1,075 +54%
TP
1822
Tranquility Partners
Tennessee
$839K
RF
1823
Roxbury Financial
New Jersey
$839K -$13.4K -50 -2%
QC
1824
Quent Capital
New York
$838K -$7.49K -28 -0.9%
HIC
1825
Holderness Investments Company
North Carolina
$838K +$43.6K +163 +6%

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.