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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
FCG
2326
Fielder Capital Group
Tennessee
$345K -$33.7K -126 -9%
SAW
2327
Signal Advisors Wealth
Michigan
$344K +$93.3K +349 +38%
MTC
2328
McDaniel Terry & Co
Texas
$343K -$311K -1,162 -48%
OPWM
2329
Oregon Pacific Wealth Management
Oregon
$343K +$8.02K +30 +2%
RIA
2330
Regal Investment Advisors
Michigan
$342K +$335K +1,254 New
JAG
2331
Journey Advisory Group
Kentucky
$341K
TFA
2332
Trinity Financial Advisors
Ohio
$341K
IJWM
2333
Inman Jager Wealth Management
Mississippi
$341K +$2.67K +10 +0.8%
AWA
2334
Adapt Wealth Advisors
Georgia
$340K +$2.67K +10 +0.8%
WIA
2335
Wetzel Investment Advisors
Indiana
$340K -$22.2K -83 -6%
GA
2336
GFS Advisors
Texas
$339K +$20.1K +75 +6%
RA
2337
Ransom Advisory
Rhode Island
$339K -$33.4K -125 -9%
WA
2338
Wealth Architects
California
$339K +$8.02K +30 +2%
RFA
2339
Resurgent Financial Advisors
Georgia
$336K -$1.6K -6 -0.5%
FMN
2340
Financial Management Network
California
$336K +$330K +1,234 New
FHC
2341
First Heartland Consultants
Missouri
$336K -$4.28K -16 -1%
FA
2342
Fermata Advisors
California
$335K -$259K -969 -44%
PFG
2343
Prosperity Financial Group
California
$335K +$12.3K +46 +4%
DWS
2344
Dynamic Wealth Strategies
California
$334K -$6.68K -25 -2%
CIP
2345
Convergence Investment Partners
Florida
$334K -$18.4K -69 -5%
RCP
2346
Rothschild Capital Partners
New York
$333K
WP
2347
Westmount Partners
California
$332K -$27K -101 -8%
FWI
2348
Facet Wealth Inc
Maryland
$331K -$27.3K -102 -7%
JWM
2349
JGP Wealth Management
Oregon
$331K -$20.1K -75 -6%
PAG
2350
Powers Advisory Group
Illinois
$331K -$13.6K -51 -4%

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.