See Which Of The Latest 13F Filers Holds CRM

Recent analysis of Q2 2025 13F filings reveals that institutional investors collectively increased their aggregate holdings in Salesforce Inc (CRM) by 0.77%, or 4.04 million shares, to a total of 526.56 million shares. This net accumulation, observed across a review of 124 filings where 27 funds held CRM (with 10 increasing and 6 initiating positions, offset by 9 decreases and several exits), suggests a subtle but broad positive sentiment among hedge funds for the stock, despite individual portfolio adjustments.

Analysis

Analysis of 13F filings for the period ending June 30, 2025, reveals a marginal but net positive shift in institutional sentiment towards Salesforce Inc. (CRM). Across all funds reviewed, aggregate holdings increased by 0.77%, representing a net addition of 4,038,233 shares to a total of 526,558,490. This net accumulation, however, masks divergent manager views. A closer look at a recent batch of 124 filers shows that while 10 funds increased their positions and 6 initiated new ones, this was partially offset by 9 funds decreasing their stakes and another 6, including iSAM Funds UK and Dymon Asia Capital, exiting their positions entirely. The data underscores that while the overall institutional flow is slightly positive, conviction is not uniform, and some managers have liquidated their holdings. It is also critical to note the inherent limitation of 13F data, which only reflects long positions and may not capture complex bearish strategies.

Key Decisions for Investors

• The 0.77% net increase in aggregate institutional ownership serves as a mildly bullish signal, suggesting a slight accumulation by hedge funds which may support an existing long thesis.
• Investors should note the contradictory signals within the data, as the number of funds decreasing or exiting positions is significant, warranting further due diligence into potential headwinds or valuation concerns for CRM.
• Given the mixed but slightly positive fund flows, this data point alone is insufficient for a major position change; instead, it should prompt a review of CRM's fundamentals to understand the catalysts driving both the buying and selling activity.