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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
HWA
2526
Heritage Wealth Advisors
Virginia
$187K -$13.6K -54 -6%
NWM
2527
Nova Wealth Management
Florida
$186K +$29K +115 +17%
TWM
2528
Tripletail Wealth Management
Florida
$185K -$62.5K -248 -25%
CCMW
2529
Cypress Capital Management (Wyoming)
Wyoming
$184K -$6.3K -25 -3%
PP
2530
Pingora Partners
Wyoming
$181K -$50.4K -200 -21%
SA
2531
Strategic Advocates
Utah
$180K
GA
2532
GoalVest Advisory
New York
$178K
XC
2533
XY Capital
Hong Kong
$172K +$183K +726 New
FRA
2534
Front Row Advisors
California
$171K
SAS
2535
Spurstone Advisory Services
Connecticut
$166K +$145K +575 +460%
MSWM
2536
Mowery & Schoenfeld Wealth Management
Illinois
$165K -$24.2K -96 -12%
DCBT
2537
Dakota Community Bank & Trust
North Dakota
$164K +$13.1K +52 +8%
BC
2538
Bayforest Capital
United Kingdom
$161K +$172K +680 New
BCM
2539
Blume Capital Management
California
$160K
FCAS
2540
First Command Advisory Services
Texas
$160K +$4.29K +17 +3%
HWP
2541
Highline Wealth Partners
California
$156K -$81.5K -323 -33%
HDIM
2542
Hanson & Doremus Investment Management
Vermont
$155K +$11.9K +47 +8%
C
2543
Covestor
United Kingdom
$153K -$15.1K -60 -8%
ABWM
2544
Alpine Bank Wealth Management
Colorado
$148K -$57.3K -227 -27%
OC
2545
Oakworth Capital
Alabama
$147K +$25.7K +102 +20%
SGK
2546
Steigerwald Gordon & Koch
Virginia
$146K +$156K +617 New
GKIM
2547
GW&K Investment Management
Massachusetts
$145K -$35.6K -141 -19%
HWM
2548
Hemington Wealth Management
Virginia
$143K -$43.9K -174 -22%
GC
2549
Globeflex Capital
California
$142K -$2.98M -11,824 -95%
PAG
2550
Paladin Advisory Group
Iowa
$140K -$216K -856 -59%

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.