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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
CFG
2301
Copley Financial Group
California
$359K -$28.9K -108 -8%
TWM
2302
Tradition Wealth Management
Minnesota
$357K -$18.2K -68 -5%
YWM
2303
Yoder Wealth Management
California
$356K +$20.6K +77 +6%
PA
2304
PharVision Advisers
Florida
$356K +$349K +1,305 New
PBK
2305
Peoples Bank (Kansas)
Kansas
$356K -$5.35K -20 -2%
OWA
2306
Opal Wealth Advisors
New York
$355K +$36.1K +135 +12%
FI
2307
Fosun International
China
$355K +$348K +1,302 New
GCA
2308
Gradient Capital Advisors
California
$354K +$4.54K +17 +1%
BWA
2309
Bestgate Wealth Advisors
Maryland
$354K
CFSG
2310
Clark Financial Services Group
Missouri
$354K +$30.2K +113 +10%
AI
2311
Accredited Investors
Minnesota
$353K +$24.9K +93 +8%
BBL
2312
Beck Bode LLC
Massachusetts
$352K -$73.8K -276 -18%
MA
2313
MJP Associates
Connecticut
$352K -$39.3K -147 -10%
BWP
2314
Balboa Wealth Partners
Arizona
$351K -$53.2K -199 -13%
DWA
2315
Delap Wealth Advisory
Oregon
$350K
GA
2316
GSG Advisors
New Jersey
$350K +$28.3K +106 +9%
IP
2317
Intellectus Partners
California
$350K
MMM
2318
Mendel Money Management
Illinois
$349K +$44.6K +167 +15%
FOA
2319
Five Oceans Advisors
California
$348K +$5.61K +21 +2%
EP
2320
Essential Partners
California
$348K +$341K +1,276 New
CSF
2321
Capital Squared Financial
Maryland
$348K +$341K +1,275 New
WKSWA
2322
White Knight Strategic Wealth Advisors
New Jersey
$347K +$2.14K +8 +0.6%
FLFS
2323
Family Legacy Financial Solutions
North Carolina
$347K +$340K +1,272 New
BWS
2324
Broadway Wealth Solutions
Texas
$346K +$19.5K +73 +6%
SCM
2325
Sitrin Capital Management
California
$346K

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.