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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
MIA
2451
MainStreet Investment Advisors
Illinois
$285K +$23.3K +87 +9%
CFO
2452
Collective Family Office
Pennsylvania
$285K +$17.6K +66 +7%
GCS
2453
Gordian Capital (Singapore)
Singapore
$284K -$140K -522 -33%
R
2454
Rebalance
California
$284K +$279K +1,042 New
LAM
2455
Lingohr Asset Management
Germany
$284K -$4.99M -18,674 -95%
KCPG
2456
Kavar Capital Partners Group
Kansas
$284K
WSWA
2457
Warren Street Wealth Advisors
California
$284K +$22.5K +84 +9%
MAM
2458
McLean Asset Management
Virginia
$282K +$13.9K +52 +5%
MMCM
2459
Murphy & Mullick Capital Management
New York
$281K +$56.9K +213 +25%
CAS
2460
Coppell Advisory Solutions
Texas
$281K -$65.8K -246 -19%
VC
2461
Veracity Capital
Georgia
$281K -$34.2K -128 -11%
PCP
2462
Perbak Capital Partners
United Kingdom
$280K +$275K +1,028 New
CSIC
2463
Clifford Swan Investment Counsel
California
$280K +$267 +1 +0.1%
FFG
2464
Frisch Financial Group
New York
$279K +$267 +1 +0.1%
AGA
2465
Arkos Global Advisors
Texas
$279K +$10.2K +38 +4%
HKIMG
2466
Hutchens & Kramer Investment Management Group
Indiana
$278K +$267 +1 +0.1%
TIM
2467
Thompson Investment Management
Wisconsin
$278K
CA
2468
Crewe Advisors
Utah
$278K -$24.6K -92 -8%
BWG
2469
Balanced Wealth Group
Ohio
$275K +$802 +3 +0.3%
MCI
2470
MRP Capital Investments
Georgia
$274K
WEG
2471
World Equity Group
Illinois
$274K -$9.36K -35 -3%
UAS
2472
United Asset Strategies
New York
$273K -$1.65M -6,186 -86%
JSAM
2473
J. Safra Asset Management
New York
$273K -$45.2K -169 -14%
HCM
2474
Highview Capital Management
Illinois
$273K
CAIMH
2475
Central Asset Investments & Management Holdings
Hong Kong
$273K +$267K +1,000 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.