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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
FA
1926
Fiduciary Alliance
South Carolina
$684K +$671K +2,509 New
WCM
1927
Windsor Capital Management
Arizona
$684K -$1.6K -6 -0.2%
CIAS
1928
Capital Investment Advisory Services
North Carolina
$681K +$16.8K +63 +3%
CRWM
1929
Castle Rock Wealth Management
California
$680K -$573K -2,143 -45%
Kayne Anderson Rudnick Investment Management
1930
Kayne Anderson Rudnick Investment Management
California
$679K +$18.2K +68 +3%
FFO
1931
Fortitude Family Office
Arizona
$678K -$23K -86 -3%
LA
1932
LVW Advisors
New York
$677K +$23.3K +87 +4%
KAM
1933
Karani Asset Management
New York
$677K +$664K +2,484 New
ST
1934
Smithfield Trust
Pennsylvania
$677K -$104K -390 -14%
GS
1935
GWN Securities
Florida
$674K -$4.55M -17,015 -87%
KCIC
1936
Kuhn & Co Investment Counsel
Illinois
$673K
KWMG
1937
King Wealth Management Group
Florida
$669K +$274K +1,026 +72%
PWMAG
1938
Pinnacle Wealth Management Advisory Group
New Jersey
$666K +$38K +142 +6%
WWM
1939
Waterway Wealth Management
Texas
$666K +$653K +2,443 New
AIMA
1940
Ables Iannone Moore & Associates
Georgia
$665K -$6.68K -25 -1%
IAIM
1941
International Assets Investment Management
Florida
$664K -$289K -1,081 -31%
CPW
1942
Catalyst Private Wealth
California
$663K -$114K -426 -15%
CRI
1943
Colonial River Investments
Virginia
$662K +$264K +988 +65%
MEG
1944
Millstone Evans Group
Colorado
$662K
MSA
1945
Marino Stram & Associates
Massachusetts
$661K +$5.88K +22 +0.9%
SMF
1946
Scott Marsh Financial
Utah
$661K +$648K +2,424 New
GWM
1947
Greenwich Wealth Management
Connecticut
$657K -$15.2K -57 -2%
KFA
1948
Kapstone Financial Advisors
Ohio
$657K
SC
1949
Soundwatch Capital
Connecticut
$654K +$298K +1,115 New
ACGA
1950
Atlanta Consulting Group Advisors
Georgia
$652K -$23.8K -89 -4%

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.