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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
JCM
2151
Jag Capital Management
Missouri
$465K -$7.43M -27,792 -94%
TC
2152
TFR Capital
Texas
$461K +$52.4K +196 +13%
SFO
2153
Stokes Family Office
Louisiana
$461K +$267 +1 +0.1%
BPFA
2154
Barnes Pettey Financial Advisors
Mississippi
$461K
VFG
2155
V2 Financial group
Illinois
$461K +$16.3K +61 +4%
RIG
2156
RiverFront Investment Group
Virginia
$460K +$208K +777 +85%
HWA
2157
HCR Wealth Advisors
California
$458K -$2.67K -10 -0.6%
BFA
2158
Beaumont Financial Advisors
Massachusetts
$458K -$197K -735 -30%
MW
2159
MBL Wealth
North Carolina
$458K -$321K -1,200 -42%
SW
2160
SlateStone Wealth
Florida
$455K
WCM
2161
Wedge Capital Management
North Carolina
$455K +$1.34K +5 +0.3%
TWP
2162
Triad Wealth Partners
Kansas
$455K -$12.8K -48 -3%
ACA
2163
Aspire Capital Advisors
Washington
$454K -$39.8K -149 -8%
BTWM
2164
Brass Tax Wealth Management
Ohio
$453K +$8.29K +31 +2%
BCA
2165
Bay Colony Advisors
Massachusetts
$452K -$45.2K -169 -9%
OFG
2166
Oxford Financial Group
Indiana
$452K -$38.8K -145 -8%
MSFS
2167
Main Street Financial Solutions
Pennsylvania
$451K +$205K +767 +86%
MSR
2168
Main Street Research
Connecticut
$451K -$1.35M -5,066 -75%
SGAM
2169
Smith Group Asset Management
Texas
$450K
SYBT
2170
Stock Yards Bank & Trust
Kentucky
$449K +$3.48K +13 +0.8%
SPF
2171
South Plains Financial
Texas
$448K +$108K +404 +33%
SMC
2172
Smith, Moore & Co
Missouri
$447K -$71.4K -267 -14%
OW
2173
Olistico Wealth
Oklahoma
$446K +$4.01K +15 +0.9%
PB
2174
Pinnacle Bancorp
Nebraska
$446K +$6.68K +25 +2%
VC
2175
Veery Capital
Delaware
$445K -$7.75K -29 -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.