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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
CMF
2376
Counterpoint Mutual Funds
California
$320K +$313K +1,172 New
FG
2377
Foster Group
Iowa
$319K -$1.34K -5 -0.4%
WAM
2378
Werlinich Asset Management
Connecticut
$319K
PCA
2379
Peddock Capital Advisors
Massachusetts
$318K
MCC
2380
Money Concepts Capital
Florida
$317K +$56.4K +211 +22%
SI
2381
Saxon Interests
Texas
$317K
VI
2382
VanderPol Investments
Michigan
$316K -$8.02K -30 -3%
AAMU
2383
AEGON Asset Management (UK)
United Kingdom
$316K +$39.8K +149 +15%
CAGAS
2384
Capital Advisory Group Advisory Services
Minnesota
$315K
KWM
2385
Kingsman Wealth Management
Florida
$315K -$103K -387 -25%
EHC
2386
Everett Harris & Co
California
$315K +$4.01K +15 +1%
MHC
2387
May Hill Capital
Massachusetts
$315K +$5.08K +19 +2%
GHA
2388
Granite Harbor Advisors
Texas
$314K +$31.8K +119 +12%
DL
2389
DOHJ LLC
Washington
$313K -$939K -3,511 -74%
SA
2390
Sage Advisors
Colorado
$313K -$50.8K -190 -14%
TCM
2391
Traynor Capital Management
Pennsylvania
$311K -$111K -415 -27%
SIC
2392
Sigma Investment Counselors
Michigan
$310K +$18.7K +70 +7%
FPL
2393
Fortress Private Ledger
North Carolina
$309K +$303K +1,132 New
CCM
2394
Chaney Capital Management
Washington
$308K -$30.2K -113 -9%
NWWA
2395
New Wave Wealth Advisors
Arkansas
$308K -$35K -131 -10%
WFA
2396
WMG Financial Advisors
Tennessee
$308K +$2.41K +9 +0.8%
EC
2397
EdgeRock Capital
Colorado
$308K +$18.4K +69 +7%
FAM
2398
Forte Asset Management
New York
$307K
ACM
2399
Alta Capital Management
Utah
$305K +$299K +1,120 New
AWM
2400
AllSquare Wealth Management
New York
$305K -$86.1K -322 -22%

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.