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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
OL
1901
OneFund LLC
Florida
$710K -$8.55K -32 -1%
CP
1902
Clarendon Private
Massachusetts
$710K +$30.2K +113 +5%
SPA
1903
Sherbrooke Park Advisers
New York
$710K +$415K +1,554 +148%
SC
1904
Saiph Capital
New Jersey
$710K +$142K +531 +26%
MAM
1905
Milestone Asset Management
Pennsylvania
$708K +$172K +644 +33%
FNBT
1906
FineMark National Bank & Trust
Florida
$707K +$134K +503 +24%
WCA
1907
Westover Capital Advisors
Delaware
$707K -$481K -1,799 -41%
AF
1908
Advisornet Financial
Minnesota
$707K -$13.1K -49 -2%
DTL
1909
Dynamic Technology Lab
Singapore
$706K +$219K +820 +46%
VCM
1910
Versant Capital Management
Arizona
$706K +$177K +662 +34%
CCT
1911
Chemung Canal Trust
New York
$703K
CWM
1912
Calamos Wealth Management
Illinois
$702K -$8.51M -31,832 -93%
CNBTD
1913
Citizens National Bank Trust Department
Mississippi
$702K +$169K +633 +33%
RPSA
1914
Richard P. Slaughter Associates
Texas
$702K +$72.5K +271 +12%
ACMA
1915
Arbor Capital Management (Alaska)
Alaska
$701K +$706K +2,640 New
CSB
1916
City State Bank
Iowa
$699K +$13.4K +50 +2%
APW
1917
Austin Private Wealth
Texas
$699K -$125K -469 -15%
KA
1918
Kozak & Associates
Colorado
$697K +$802 +3 +0.1%
LPT
1919
Legacy Private Trust
Wisconsin
$696K -$315K -1,178 -32%
NAS
1920
NWF Advisory Services
California
$693K +$128K +480 +23%
RCA
1921
Runnymede Capital Advisors
Ohio
$690K
LIG
1922
Lokken Investment Group
Delaware
$688K -$30.7K -115 -4%
AGWCA
1923
Annis Gardner Whiting Capital Advisors
Florida
$688K +$190K +709 +39%
CT
1924
Clearstead Trust
Maine
$687K +$12.3K +46 +2%
GFP
1925
Gryphon Financial Partners
Ohio
$685K -$20.9K -78 -3%

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.