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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
BRIA
2201
Balanced Rock Investment Advisors
Massachusetts
$421K -$34.2K -128 -8%
CPWM
2202
Cypress Point Wealth Management
Texas
$421K
CL
2203
CVFG LLC
Indiana
$421K +$2.67K +10 +0.7%
PMSA
2204
Patrick M. Sweeney & Associates
Illinois
$421K +$46.3K +173 +13%
BCP
2205
Berkeley Capital Partners
Georgia
$420K -$13.6K -51 -3%
SIA
2206
Strategic Investment Advisors
Michigan
$419K -$639K -2,392 -61%
GD
2207
Grandfield & Dodd
New York
$419K +$45.4K +170 +12%
KW
2208
KWB Wealth
California
$419K
BFA
2209
Brown Financial Advisors
Ohio
$419K -$3.21K -12 -0.8%
PWMG
2210
Pioneer Wealth Management Group
Texas
$419K
BSHC
2211
Breed's Hill Capital
Massachusetts
$418K -$53.7K -201 -12%
MPCA
2212
Madison Park Capital Advisors
Washington
$417K
SPAS
2213
Spectrum Planning & Advisory Services
California
$417K +$409K +1,530 New
HNW
2214
High Note Wealth
Minnesota
$416K -$327K -1,222 -44%
RFO
2215
RiverGlades Family Offices
Florida
$416K
SFG
2216
SevenBridge Financial Group
Pennsylvania
$414K -$36.9K -138 -7%
RI
2217
Ridgewood Investments
New Jersey
$413K +$69.2K +259 +21%
4A
2218
4Wealth Advisors
Illinois
$411K -$2.14K -8 -0.5%
AAP
2219
Aristotle Atlantic Partners
Florida
$409K
HA
2220
Harbor Advisors
Florida
$409K
HFS
2221
Howard Financial Services
Texas
$409K -$11.2K -42 -3%
RLH
2222
RD Lewis Holdings
Florida
$407K
CCFM
2223
Clear Creek Financial Management
Washington
$407K +$62K +232 +18%
DIM
2224
DC Investments Management
Virginia
$407K
WF
2225
Womack Financial
Texas
$405K +$5.61K +21 +1%

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.