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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
CFO
2126
CVA Family Office
Colorado
$481K -$32.3K -121 -6%
BIA
2127
Bigelow Investment Advisors
Maine
$480K +$26.5K +99 +6%
JCM
2128
Jacobsen Capital Management
Utah
$479K +$15.8K +59 +3%
WF
2129
Wayfinding Financial
Washington
$477K -$18.7K -70 -4%
MP
2130
McDonald Partners
Ohio
$477K +$27.5K +103 +6%
IC
2131
Inscription Capital
Texas
$476K -$216K -807 -32%
WWP
2132
Waypoint Wealth Partners
California
$476K -$26.7K -100 -5%
GWAG
2133
Garrett Wealth Advisory Group
Texas
$474K +$465K +1,738 New
RTC
2134
Real Talk Capital
Tennessee
$474K -$3.74K -14 -0.8%
JF
2135
JSF Financial
California
$473K +$42.2K +158 +10%
TAM
2136
Titleist Asset Management
Texas
$473K +$238K +891 +106%
PI
2137
Pettee Investors
Connecticut
$473K +$145K +544 +46%
LWM
2138
LJI Wealth Management
Indiana
$472K +$802 +3 +0.2%
HP
2139
Holistic Planning
Texas
$472K +$199K +746 +76%
ACM
2140
Arcataur Capital Management
Wisconsin
$471K +$3.21K +12 +0.7%
NFA
2141
Northern Financial Advisors
Michigan
$471K -$28.3K -106 -6%
EP
2142
EPIQ Partners
Minnesota
$470K -$29.7K -111 -6%
BHPW
2143
Beverly Hills Private Wealth
California
$468K +$10.4K +39 +2%
WPC
2144
Waters Parkerson & Co
Louisiana
$468K -$16.3K -61 -3%
EWA
2145
Encompass Wealth Advisors
Oregon
$468K +$1.07K +4 +0.2%
STA
2146
Smith Thornton Advisors
Alabama
$467K +$42.5K +159 +10%
GF
2147
Gries Financial
Ohio
$467K +$20.6K +77 +5%
AF
2148
Apollon Financial
South Carolina
$466K -$153K -571 -25%
ACM
2149
Andina Capital Management
Utah
$466K +$36.1K +135 +9%
CCA
2150
Corps Capital Advisors
Texas
$466K +$10.4K +39 +2%

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.