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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
TWM
2401
TCFG Wealth Management
California
$305K
KA
2402
KDT Advisors
New York
$305K +$40.1K +150 +16%
BSSFA
2403
Baron Silver Stevens Financial Advisors
Florida
$304K +$45.2K +169 +18%
VPW
2404
Variant Private Wealth
Virginia
$304K +$267 +1 +0.1%
HA
2405
Helium Advisors
Washington
$304K -$3.74K -14 -1%
GWM
2406
GK Wealth Management
Nevada
$303K +$297K +1,111 New
WE
2407
Wealth Effects
Massachusetts
$303K +$14.7K +55 +5%
SWA
2408
SOA Wealth Advisors
New York
$302K -$36.9K -138 -11%
DWM
2409
Destination Wealth Management
California
$302K -$23.5K -88 -7%
SFG
2410
Sovereign Financial Group
Connecticut
$301K -$39.3K -147 -12%
FPGK
2411
Financial Partners Group (Kansas)
Kansas
$301K -$6.15K -23 -2%
WH
2412
Willner & Heller
California
$301K +$20.3K +76 +7%
GCP
2413
Gill Capital Partners
Colorado
$300K +$52.7K +197 +22%
NRI
2414
NFP Retirement Inc
California
$300K -$2.94K -11 -1%
CA
2415
Cornerstone Advisory
Maryland
$300K -$11.5K -43 -4%
KFC
2416
Klingenstein Fields & Co
New York
$299K
APA
2417
Astoria Portfolio Advisors
New York
$299K +$8.29K +31 +3%
MAWCM
2418
Mine & Arao Wealth Creation & Management
California
$298K -$13.4K -50 -4%
SIC
2419
Shoker Investment Counsel
Ohio
$298K +$535 +2 +0.2%
FI
2420
Financial Insights
Washington
$298K -$1.87K -7 -0.6%
MCM
2421
Mengis Capital Management
Oregon
$297K
AOWM
2422
Alpha Omega Wealth Management
Virginia
$297K +$291K +1,089 New
PWP
2423
Prasad Wealth Partners
Ohio
$297K +$16.6K +62 +6%
FAG
2424
Fortitude Advisory Group
Washington
$296K +$16K +60 +6%
PCP
2425
Panoramic Capital Partners
Oregon
$296K -$6.68K -25 -2%

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.