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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
SSA
2001
Sierra Summit Advisors
Nevada
$592K +$3.21K +12 +0.6%
BCM
2002
Berbice Capital Management
New York
$592K
CA
2003
Carson Advisory
Georgia
$591K +$5.88K +22 +1%
BOH
2004
Bank of Hawaii
Hawaii
$590K -$387K -1,449 -40%
NA
2005
Nordwand Advisors
Pennsylvania
$588K +$577K +2,158 New
HAM
2006
Harmony Asset Management
Arizona
$586K -$4.01K -15 -0.7%
BFG
2007
Berger Financial Group
Minnesota
$584K -$35.3K -132 -6%
DOA
2008
D'Orazio & Associates
Virginia
$583K +$13.9K +52 +2%
PWS
2009
Peterson Wealth Services
Utah
$582K +$1.07K +4 +0.2%
FFA
2010
Founders Financial Alliance
North Carolina
$582K +$87.2K +326 +18%
TA
2011
TFB Advisors
Kansas
$582K +$3.74K +14 +0.7%
LTI
2012
Laffer Tengler Investments
Tennessee
$581K +$360K +1,347 +172%
BW
2013
BIP Wealth
Georgia
$580K -$6.42K -24 -1%
FEG
2014
Financial Enhancement Group
Indiana
$578K -$3.74K -14 -0.6%
VIM
2015
Vista Investment Management
Pennsylvania
$576K -$37.2K -139 -6%
FA
2016
Fedenia Advisers
Wisconsin
$575K -$25.9K -97 -4%
RWP
2017
Revolve Wealth Partners
New Jersey
$574K +$42.8K +160 +8%
FWCM
2018
Ferguson Wellman Capital Management
Oregon
$574K -$425K -1,588 -43%
SC
2019
SummitTX Capital
Texas
$573K +$55.1K +206 +11%
CWA
2020
Consilio Wealth Advisors
Washington
$569K +$250K +936 +82%
AA
2021
Apriem Advisors
California
$569K +$283K +1,060 +103%
VCWM
2022
Vista Cima Wealth Management
Arizona
$568K +$14.4K +54 +3%
JWCA
2023
J.W. Coons Advisors
Ohio
$567K +$53.5K +200 +11%
LWM
2024
Liberty Wealth Management
California
$566K +$555K +2,076 New
PA
2025
Persium Advisors
Georgia
$566K +$32.3K +121 +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.