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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
WDC
2351
Woodward Diversified Capital
California
$330K +$97.6K +365 +43%
LW
2352
Libra Wealth
California
$329K -$4.01K -15 -1%
CA
2353
Calton & Associates
Florida
$329K +$10.4K +39 +3%
FNBSF
2354
First National Bank Sioux Falls
South Dakota
$329K +$1.87K +7 +0.6%
PWAM
2355
Pinnacle West Asset Management
Wyoming
$329K +$14.7K +55 +5%
LI
2356
LRI Investments
Florida
$329K -$101K -378 -2%
HWM
2357
Hohimer Wealth Management
Washington
$328K +$16.8K +63 +6%
DBRC
2358
D.B. Root & Company
Pennsylvania
$328K +$321K +1,201 New
BHC
2359
Bowen Hanes & Co
Florida
$327K -$1.42M -5,325 -82%
NWMG
2360
National Wealth Management Group
Ohio
$327K +$320K +1,198 New
JCFM
2361
JBR Co Financial Management
Oklahoma
$326K -$6.68K -25 -2%
CG
2362
Clifford Group
Massachusetts
$326K +$52.4K +196 +20%
OC
2363
Oarsman Capital
Wisconsin
$325K +$45.2K +169 +17%
MCM
2364
M1 Capital Management
Michigan
$325K +$29.4K +110 +10%
PCH
2365
PGIM Custom Harvest
New Jersey
$324K -$124K -463 -28%
CFAM
2366
Center For Asset Management
Florida
$324K +$10.4K +39 +4%
LBC
2367
Leigh Baldwin & Co
New York
$323K -$22.7K -85 -7%
SPC
2368
Spirepoint Private Client
Florida
$323K -$14.7K -55 -4%
WDG
2369
Wealth Dimensions Group
Ohio
$323K +$11K +41 +4%
CFS
2370
CRA Financial Services
New Jersey
$322K +$7.49K +28 +2%
ST
2371
Somerset Trust
Pennsylvania
$322K +$44.1K +165 +16%
ACG
2372
Allen Capital Group
Nebraska
$322K -$90.9K -340 -22%
FAT
2373
First American Trust
California
$322K +$24.3K +91 +8%
TBWA
2374
Three Bridge Wealth Advisors
California
$321K +$315K +1,178 New
FCT
2375
First Community Trust
Iowa
$320K +$116K +435 +59%

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.