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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
B
1951
Bellecapital
Switzerland
$652K -$46.8K -175 -7%
DW30
1952
Drucker Wealth 3.0
New Jersey
$652K -$222K -832 -26%
TC
1953
TwinBeech Capital
New York
$650K -$1.55M -5,807 -71%
W
1954
WealthCollab
Washington
$648K +$8.29K +31 +1%
DFG
1955
Demars Financial Group
Washington
$644K -$153M -572,907 -100%
LWP
1956
LeClair Wealth Partners
Ohio
$643K -$63.9K -239 -9%
AP
1957
Appleton Partners
Massachusetts
$642K +$15.8K +59 +3%
TSMHT
1958
Thurston Springer Miller Herd & Titak
Indiana
$642K +$75.7K +283 +14%
XWM
1959
Xcel Wealth Management
Florida
$641K -$6.68K -25 -1%
KOC
1960
Koss-Olinger Consulting
Florida
$636K -$3.21K -12 -0.5%
1CP
1961
17 Capital Partners
Arizona
$633K +$11.8K +44 +2%
BBI
1962
Baxter Bros Inc
Connecticut
$631K -$50.3K -188 -8%
HFM
1963
Hartford Funds Management
Pennsylvania
$630K -$95.4K -357 -13%
CCAM
1964
Cascades Capital Asset Management
North Carolina
$628K
PA
1965
Parkside Advisors
California
$628K
MFG
1966
Magnus Financial Group
New York
$628K +$61.2K +229 +11%
MIFH
1967
Migdal Insurance & Financial Holdings
Israel
$627K -$2.41K -9 -0.4%
DF
1968
Dunhill Financial
United Kingdom
$626K -$18.7K -70 -3%
ECA
1969
Elevated Capital Advisors
Utah
$626K
CSA
1970
Cornerstone Select Advisors
Missouri
$626K +$9.36K +35 +2%
PP
1971
Patron Partners
Texas
$626K +$26.5K +99 +5%
LIM
1972
Leavell Investment Management
Alabama
$625K -$162K -607 -21%
FC
1973
Farringdon Capital
United Kingdom
$624K +$612K +2,288 New
CIM
1974
CIM Investment Management
Pennsylvania
$622K -$2.41K -9 -0.4%
IA
1975
IFG Advisory
Georgia
$622K +$3.74K +14 +0.6%

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.