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Salesforce

2,807 hedge funds and large institutions have $180B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 1,155 increasing their positions, 1,218 reducing their positions, and 296 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $6.79B | Put options by funds: $5.79B

5% less repeat investments, than reductions

Existing positions increased: 1,155 | Existing positions reduced: 1,218

1% less ownership

Funds ownership: 80.62%79.62% (-1%)

5% less funds holding

Funds holding: 2,9532,807 (-146)

14% less capital invested

Capital invested by funds: $210B → $180B (-$30.2B)

29% less funds holding in top 10

Funds holding in top 10: 5640 (-16)

32% less first-time investments, than exits

New positions opened: 201 | Existing positions closed: 296

Holders
2,807
Holders Change
-146
Holders Change %
-4.94%
% of All Funds
36.84%
Holding in Top 10
40
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-28.57%
% of All Funds
0.52%
New
201
Increased
1,155
Reduced
1,218
Closed
296
Calls
$6.79B
Puts
$5.79B
Net Calls
+$994M
Net Calls Change
+$446M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
226
Vontobel Holding
Switzerland
$75.7M +$1.91M +7,554 +2%
RAM
227
Resona Asset Management
Japan
$75.1M -$2.97M -11,792 -4%
PAM
228
Panagora Asset Management
Massachusetts
$74.6M -$3.35M -13,279 -4%
AAIS
229
ABN AMRO Investment Solutions
$74.3M +$13.4M +53,126 +20%
LF
230
Lansforsakringar Fondforvaltning
Sweden
$74.3M +$1.53M +6,083 +2%
FAF
231
Första AP-fonden
Sweden
$73.8M +$6.51M +25,800 +9%
ProShare Advisors
232
ProShare Advisors
Maryland
$73.7M -$3.52M -13,962 -4%
Creative Planning
233
Creative Planning
Kansas
$73.2M +$10.1M +39,888 +15%
QCM
234
Quantinno Capital Management
New York
$73.1M +$19.1M +75,610 +32%
Commonwealth Equity Services
235
Commonwealth Equity Services
Massachusetts
$71M -$6.79M -26,923 -8%
IIM
236
INTECH Investment Management
Florida
$70.6M -$2.26M -8,962 -3%
MPI
237
Mairs & Power Inc
Minnesota
$69.9M +$10.3M +40,948 +16%
Teacher Retirement System of Texas
238
Teacher Retirement System of Texas
Texas
$69.7M -$23.4M -92,712 -24%
GWMR
239
GC Wealth Management RIA
Massachusetts
$69.2M +$16.7M +66,101 +29%
AM
240
AGF Management
Ontario, Canada
$66.6M +$21M +83,403 +42%
ASRS
241
Arizona State Retirement System
Arizona
$66.1M -$472K -1,870 -0.7%
SLAM
242
Swiss Life Asset Management
$65.3M +$3.39M +13,445 +5%
NC
243
Nicholas Company
Wisconsin
$64.4M +$11.3K +45 +0%
CAG
244
Crestwood Advisors Group
Massachusetts
$64.3M -$6.8M -26,966 -9%
Luther King Capital Management (LKCM)
245
Luther King Capital Management (LKCM)
Texas
$63.7M -$4.3M -17,030 -6%
BCWM
246
Bartlett & Co Wealth Management
Ohio
$63.4M +$1.73M +6,864 +3%
MG
247
Marex Group
$63.3M +$16.1M +63,835 +31%
TAF
248
Tredje AP-fonden
Sweden
$63.2M -$32.3M -128,208 -32%
SFA
249
Sequoia Financial Advisors
Ohio
$61.8M +$948K +3,760 +1%
IMPI
250
Ilmarinen Mutual Pension Insurance
Finland
$61.7M +$14M +55,519 +27%

CRM Hedge Fund Activity: Q3 2025 in Review

2,807 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2025, worth a combined $180B — down 14% from $210B a quarter earlier.

Sellers outnumbered buyers: 296 funds closed out of CRM and 201 opened new positions — a net loss of 95 holders — while 1,218 trimmed existing stakes and 1,155 added.

The largest buyer was Capital World Investors, adding an estimated $2.68B. The largest seller was Wellington Management Group, cutting an estimated $1.33B.

  • 2,807 institutional investors held Salesforce (CRM) as of Q3 2025, down from 2,953 in Q2 2025.
  • Funds reported $180B of Salesforce stock for Q3 2025, down 14% quarter-over-quarter.
  • 201 funds opened new Salesforce positions in Q3 2025 and 296 closed out, a net change of -95 holders.
  • The largest Salesforce buyer in Q3 2025 was Capital World Investors, an estimated $2.68B added.
  • The largest Salesforce seller in Q3 2025 was Wellington Management Group, an estimated $1.33B sold.

Based on aggregated 13F filings for Q3 2025.