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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
DIM
2226
DLK Investment Management
California
$405K +$105K +393 +36%
BMC
2227
Beaton Management Company
Massachusetts
$405K +$26.7K +100 +7%
ACA
2228
American Capital Advisory
Idaho
$405K +$294K +1,100 +286%
KFGK
2229
Keystone Financial Group (Kentucky)
Kentucky
$405K -$3.74K -14 -0.9%
HCM
2230
Hengehold Capital Management
Ohio
$404K -$183K -684 -32%
OWM
2231
Opes Wealth Management
California
$404K -$4.01K -15 -1%
CCA
2232
Cobblestone Capital Advisors
New York
$401K -$19.5K -73 -5%
ML
2233
McAdam LLC
Pennsylvania
$400K +$192K +718 +96%
CWMGO
2234
Capstone Wealth Management Group (Oregon)
Oregon
$398K +$16.6K +62 +4%
FPW
2235
Fairvoy Private Wealth
Alabama
$397K -$12K -45 -3%
MWA
2236
Muirfield Wealth Advisors
North Carolina
$396K -$6.42K -24 -2%
BOS
2237
Bank of Stockton
California
$395K +$6.95K +26 +2%
UAG
2238
United Advisor Group
Ohio
$395K +$95.2K +356 +33%
CAM
2239
CenterStar Asset Management
Illinois
$395K +$387K +1,447 New
PAG
2240
Paladin Advisory Group
Iowa
$394K
FF
2241
Farrell Financial
New York
$394K +$267 +1 +0.1%
GI
2242
GLOBALT Investments
Georgia
$393K +$32.9K +123 +9%
AGC
2243
Aspen Grove Capital
Colorado
$393K +$113K +423 +42%
CPCM
2244
Cardinal Point Capital Management
Ontario, Canada
$393K +$385K +1,440 New
HAM
2245
Hickory Asset Management
Ohio
$391K +$7.49K +28 +2%
SCA
2246
Sandy Cove Advisors
Massachusetts
$391K -$27.8K -104 -7%
TWP
2247
Tempus Wealth Planning
California
$391K +$34.8K +130 +10%
MCM
2248
Manchester Capital Management
Vermont
$390K +$27K +101 +8%
MP
2249
Moment Partners
California
$390K -$7.75K -29 -2%
EFSCE
2250
Enterprise Financial Services Corp (EFSC)
Missouri
$390K +$64.4K +241 +20%

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.