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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
ATC
2251
Adirondack Trust Company
New York
$389K -$1.07K -4 -0.3%
RIS
2252
Retirement Income Solutions
Michigan
$388K -$19.5K -73 -5%
BBP
2253
Banco BTG Pactual
Brazil
$388K +$80.5K +301 +27%
LA
2254
Lifeworks Advisors
Michigan
$387K +$10.7K +40 +3%
BB
2255
Busey Bank
Illinois
$386K +$2.14K +8 +0.6%
CFIA
2256
Cantor Fitzgerald Investment Advisors
New York
$384K +$2.67K +10 +0.7%
SSWM
2257
Sheets Smith Wealth Management
North Carolina
$384K +$16K +60 +4%
DE
2258
Diversified Enterprises
Delaware
$384K -$83.9K -314 -18%
Cohen & Steers
2259
Cohen & Steers
New York
$382K +$84.5K +316 +29%
QL
2260
Quarry LP
New York
$382K -$296K -1,107 -44%
TFM
2261
TFC Financial Management
Massachusetts
$381K +$1.6K +6 +0.4%
LRWA
2262
Long Run Wealth Advisors
New York
$380K -$108K -403 -22%
FFC
2263
First Financial Corp
Indiana
$379K -$35K -131 -9%
IA
2264
IFC Advisors
California
$379K -$60.4K -226 -14%
EAM
2265
Empirical Asset Management
Massachusetts
$376K -$504K -1,886 -58%
CIM
2266
Cambria Investment Management
California
$376K +$368K +1,378 New
APG
2267
Abacus Planning Group
South Carolina
$376K +$27.5K +103 +8%
GFA
2268
Gallagher Fiduciary Advisors
Illinois
$375K -$74.3K -278 -17%
OL
2269
one8zero8 LLC
North Carolina
$374K -$101K -376 -22%
SWM
2270
Scissortail Wealth Management
Oklahoma
$373K +$9.89K +37 +3%
SCG
2271
Sonata Capital Group
Washington
$373K
FWA
2272
FSM Wealth Advisors
Ohio
$373K -$18.4K -69 -5%
BFG
2273
Beacon Financial Group
Texas
$373K -$42.5K -159 -10%
BOC
2274
Bull Oak Capital
California
$372K -$61.5K -230 -14%
MFA
2275
Morling Financial Advisors
California
$370K -$88K -329 -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.