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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
FNB
2426
Farmers National Bank
Kentucky
$295K +$33.4K +125 +13%
AG
2427
AmeriFlex Group
Nevada
$295K -$190K -712 -39%
FWM
2428
Forza Wealth Management
Florida
$295K
NFG
2429
Nadler Financial Group
Illinois
$294K +$535 +2 +0.2%
RWA
2430
Rooted Wealth Advisors
Illinois
$293K +$71.4K +267 +31%
EW
2431
Element Wealth
Mississippi
$292K +$5.61K +21 +2%
FCM
2432
Fourpath Capital Management
Oklahoma
$291K -$30.7K -115 -10%
LIA
2433
LBMC Investment Advisors
Tennessee
$291K
MSAM
2434
Moloney Securities Asset Management
Missouri
$290K +$45.2K +169 +19%
HPM
2435
Hoxton Planning & Management
West Virginia
$290K +$45.2K +169 +19%
MWM
2436
Momentous Wealth Management
Washington
$290K -$535 -2 -0.2%
SIA
2437
SGL Investment Advisors
Montana
$290K +$82.1K +307 +41%
AHL
2438
Abel Hall LLC
Louisiana
$290K +$39.6K +148 +16%
AA
2439
Acorns Advisers
California
$290K +$51.6K +193 +22%
KCP
2440
Kera Capital Partners
California
$289K +$284K +1,061 New
CAAS
2441
Capital Asset Advisory Services
Michigan
$289K +$6.95K +26 +3%
NIM
2442
Northeast Investment Management
Massachusetts
$289K
SWGC
2443
Summit Wealth Group (Colorado)
Colorado
$288K +$282K +1,055 New
CT
2444
Colonial Trust
South Carolina
$288K +$16.3K +61 +6%
HI
2445
Hudock Inc
Pennsylvania
$287K +$281K +1,052 New
BC
2446
Brio Consultants
California
$287K +$18.4K +69 +7%
CWA
2447
Canvas Wealth Advisors
Kansas
$286K -$49.2K -184 -15%
RT
2448
Rockland Trust
Massachusetts
$286K +$280K +1,049 New
MWA
2449
Motive Wealth Advisors
Michigan
$286K +$23.8K +89 +9%
LSA
2450
Lion Street Advisors
Texas
$285K +$279K +1,045 New

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.