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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
CI
2051
Corient IA
Florida
$545K
FA
2052
FF Advisors
California
$543K +$11.5K +43 +2%
PCM
2053
Poehling Capital Management
Wisconsin
$542K +$20.1K +75 +4%
AWM
2054
Accel Wealth Management
Iowa
$542K -$6.95K -26 -1%
SFG
2055
Synergy Financial Group
California
$542K -$36.9K -138 -6%
BMWS
2056
Brady Martz Wealth Solutions
North Dakota
$540K -$9.89K -37 -2%
NRC
2057
New Republic Capital
North Carolina
$540K +$6.42K +24 +1%
CA
2058
CoreCap Advisors
Michigan
$539K -$863K -3,228 -62%
FFA
2059
Florida Financial Advisors
Florida
$539K +$68.4K +256 +15%
WWA
2060
Wisconsin Wealth Advisors
Wisconsin
$538K +$37.4K +140 +8%
EL
2061
EWA LLC
Pennsylvania
$538K -$35K -131 -6%
KIC
2062
Kensington Investment Counsel
California
$538K
TC
2063
Trilogy Capital
California
$537K -$9.09K -34 -2%
GSB
2064
Greenfield Savings Bank
Massachusetts
$536K +$89.3K +334 +20%
WHCI
2065
W.H. Cornerstone Investments
Massachusetts
$535K -$159K -593 -23%
ORI
2066
Oak Ridge Investments
Illinois
$534K -$535 -2 -0.1%
AWAP
2067
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$531K +$5.35K +20 +1%
SAM
2068
Strive Asset Management
Ohio
$531K -$343K -1,283 -40%
BCG
2069
Breakwater Capital Group
New Jersey
$531K +$5.35K +20 +1%
AA
2070
Armis Advisers
Georgia
$530K +$113K +421 +26%
WPWM
2071
Western Pacific Wealth Management
Illinois
$530K -$41.2K -154 -7%
TCM
2072
Telos Capital Management
California
$528K +$102K +383 +25%
RS
2073
Rakuten Securities
Japan
$528K +$205K +767 +66%
TSWM
2074
Tyler-Stone Wealth Management
Ohio
$528K
EFG
2075
Ethos Financial Group
Pennsylvania
$527K +$328K +1,225 +173%

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.