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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
ACA
1876
Affinity Capital Advisors
California
$753K +$515K +1,926 +230%
WGC
1877
Watts Gwilliam & Co
Arizona
$748K -$27.3K -102 -3%
RWM
1878
Riverbend Wealth Management
South Carolina
$748K -$129K -482 -15%
TCM
1879
Teza Capital Management
Illinois
$743K +$729K +2,725 New
PWP
1880
Phillips Wealth Planners
Mississippi
$741K +$9.09K +34 +1%
YP
1881
YANKCOM Partnership
South Dakota
$740K +$39.6K +148 +6%
Fayez Sarofim & Co
1882
Fayez Sarofim & Co
Texas
$738K -$41.2K -154 -5%
CCA
1883
Childress Capital Advisors
Texas
$737K +$58.3K +218 +9%
MWA
1884
Midland Wealth Advisors
Illinois
$737K -$72.2K -270 -9%
CAWM
1885
Capital Advisors Wealth Management
Washington
$736K -$473K -1,768 -40%
PWM
1886
Prentice Wealth Management
New York
$736K +$14.2K +53 +2%
CWG
1887
Crown Wealth Group
North Carolina
$734K -$1.87K -7 -0.3%
AO
1888
Advisor OS
Illinois
$733K +$7.22K +27 +1%
CWG
1889
Cornerstone Wealth Group
North Carolina
$733K +$33.4K +125 +5%
RZH
1890
Relyea Zuckerberg Hanson
Connecticut
$731K +$95.2K +356 +15%
SFI
1891
SPC Financial Inc
Maryland
$723K -$18.2K -68 -2%
FWP
1892
FAS Wealth Partners
Kansas
$723K +$802 +3 +0.1%
OWP
1893
ORG Wealth Partners
Texas
$722K -$15.5K -58 -2%
GWM
1894
Gibbs Wealth Management
Georgia
$722K +$139K +519 +24%
AT
1895
Avalon Trust
New Mexico
$719K +$232K +868 +49%
HWMO
1896
Heritage Wealth Management (Ohio)
Ohio
$719K
TSW
1897
Three Seasons Wealth
Utah
$716K
SC
1898
Solstein Capital
California
$713K +$34.2K +128 +5%
EWM
1899
Evermay Wealth Management
Virginia
$712K +$4.28K +16 +0.6%
MFG
1900
Mainsail Financial Group
Washington
$711K +$116K +435 +19%

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.