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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, 1,156 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: 1,156 | 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
1,156
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
MRI
2476
Mad River Investors
Massachusetts
$213K +$227K +900 New
ERWM
2477
Elk River Wealth Management
Colorado
$213K
SPC
2478
Spirepoint Private Client
Florida
$213K -$72.4K -287 -24%
WSFG
2479
Wall Street Financial Group
Illinois
$213K +$226K +898 New
WF
2480
Whelan Financial
California
$213K +$226K +897 New
EAM
2481
Evanson Asset Management
California
$212K -$6.3K -25 -3%
GT
2482
GreatBanc Trust
Illinois
$212K +$226K +895 New
SSWG
2483
Seven Springs Wealth Group
Tennessee
$212K
KWM
2484
Kingsman Wealth Management
Florida
$212K -$66.1K -262 -23%
RWM
2485
Rialto Wealth Management
New York
$212K
SW
2486
SkyOak Wealth
Michigan
$211K +$1.51K +6 +0.7%
AWA
2487
Archvest Wealth Advisors
California
$211K +$14.4K +57 +7%
VCP
2488
Verus Capital Partners
Arizona
$211K +$23.2K +92 +12%
SN
2489
Sittner & Nelson
Oregon
$211K +$19.2K +76 +9%
SAM
2490
Summit Asset Management
Tennessee
$210K
BFS
2491
Burkett Financial Services
South Carolina
$210K +$504 +2 +0.2%
DCM
2492
DGS Capital Management
New Jersey
$209K +$5.8K +23 +3%
SIAP
2493
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$209K +$36.1K +143 +19%
CW
2494
Code Waechter
Florida
$209K +$11.1K +44 +5%
CAAS
2495
Capital Asset Advisory Services
Michigan
$209K -$46.2K -183 -17%
VCM
2496
Vivaldi Capital Management
Illinois
$209K -$3.78K -15 -2%
CV
2497
Counterweight Ventures
North Carolina
$209K
WEG
2498
World Equity Group
Illinois
$208K -$32K -127 -13%
IA
2499
Insight Advisors
Pennsylvania
$208K -$12.1K -48 -5%
ACG
2500
Allen Capital Group
Nebraska
$208K -$76.4K -303 -26%

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 1,156 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.