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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
UWP
2076
Uniting Wealth Partners
Kansas
$527K
ACP
2077
Aviance Capital Partners
Florida
$527K +$20.3K +76 +4%
BFPW
2078
BOK Financial Private Wealth
Colorado
$527K -$765K -2,862 -60%
GAA
2079
Guardian Asset Advisors
Pennsylvania
$525K +$33.2K +124 +7%
DIM
2080
Delta Investment Management
California
$525K -$47.1K -176 -8%
PFA
2081
Pure Financial Advisors
California
$524K +$23.3K +87 +5%
CWA
2082
Clarity Wealth Advisors
California
$524K +$42.8K +160 +9%
IRC
2083
Investors Research Corp
Georgia
$523K
BGA
2084
Battery Global Advisors
Massachusetts
$523K
HA
2085
Herold Advisors
New York
$522K +$97.6K +365 +24%
BFA
2086
Beacon Financial Advisory
Ohio
$520K -$73.3K -274 -13%
WA
2087
Waddell & Associates
Tennessee
$520K +$112K +419 +28%
AC
2088
Allstate Corporation
Illinois
$518K -$8.71M -32,575 -94%
AIM
2089
Advyzon Investment Management
Illinois
$514K +$184K +687 +57%
SWP
2090
Semus Wealth Partners
Florida
$514K +$7.22K +27 +1%
RFS
2091
Richardson Financial Services
Massachusetts
$513K +$26.7K +100 +6%
BOPW
2092
Brandywine Oak Private Wealth
Pennsylvania
$513K -$535 -2 -0.1%
ISWM
2093
Independent Solutions Wealth Management
New York
$510K -$10.2K -38 -2%
TVAMP
2094
Tennessee Valley Asset Management Partners
Tennessee
$507K +$13.9K +52 +3%
MPM
2095
Meritage Portfolio Management
Kansas
$506K -$16.3K -61 -3%
OIS
2096
OneAscent Investment Solutions
Alabama
$506K +$5.35K +20 +1%
FLP
2097
Financial Life Planners
Arizona
$506K -$12.8K -48 -3%
HL
2098
HeadInvest LLC
Maine
$506K -$66.8K -250 -12%
SCM
2099
Schnieders Capital Management
California
$506K +$269K +1,007 +119%
AA
2100
Auxano Advisors
Washington
$505K +$275K +1,030 +125%

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.