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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
WIM
1826
Waverton Investment Management
United Kingdom
$838K
MYIA
1827
Mount Yale Investment Advisors
Colorado
$836K -$130K -487 -14%
IIC
1828
Integrated Investment Consultants
Michigan
$833K -$132K -492 -14%
WPW
1829
Watershed Private Wealth
Illinois
$832K -$3.48K -13 -0.4%
WAOI
1830
Wealth Advisors of Iowa
Iowa
$829K
MWM
1831
Modern Wealth Management
Kansas
$829K +$77.3K +289 +11%
RMDI
1832
R.M. Davis Inc
Maine
$828K -$3.74K -14 -0.5%
AWA
1833
AGH Wealth Advisors
Kansas
$828K -$7.22K -27 -0.9%
PCM
1834
Pointe Capital Management
Michigan
$825K +$16.8K +63 +2%
KFA
1835
Krane Funds Advisors
New York
$825K +$43K +161 +6%
CWM
1836
Concentrum Wealth Management
California
$824K -$535 -2 -0.1%
JIC
1837
Joel Isaacson & Co
New York
$821K +$32.9K +123 +4%
IEFM
1838
IQ EQ Fund Management
Ireland
$820K +$294K +1,100 +58%
WSA
1839
Warm Springs Advisors
California
$819K -$19.8K -74 -2%
TC
1840
TradeLink Capital
Illinois
$818K +$802K +3,000 New
CWS
1841
Cypress Wealth Services
California
$810K +$794K +2,969 New
DLHL
1842
Donald L. Hagan LLC
Florida
$809K +$793K +2,968 New
MPWS
1843
McCarter Private Wealth Services
Massachusetts
$809K +$45.4K +170 +6%
ACP
1844
Argyle Capital Partners
California
$808K -$58K -217 -7%
SCP
1845
Sivia Capital Partners
California
$807K +$28.3K +106 +4%
PCP
1846
Proficio Capital Partners
Massachusetts
$806K +$54K +202 +7%
HNB
1847
Hilltop National Bank
Wyoming
$806K +$790K +2,954 New
MSWM
1848
McGlone Suttner Wealth Management
Wisconsin
$804K -$27.5K -103 -3%
FAFN
1849
First Affirmative Financial Network
Colorado
$800K -$16.8K -63 -2%
AFT
1850
Alpha Family Trust
California
$800K

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.