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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
PGAM
2551
Princeton Global Asset Management
New Jersey
$140K -$1.51M -5,982 -91%
DMBA
2552
Deseret Mutual Benefit Administrators
Utah
$137K +$23K +91 +19%
ORAM
2553
One River Asset Management
Connecticut
$136K +$144K +569 New
TF
2554
Tompkins Financial
New York
$135K
BCPWM
2555
Bradley & Co Private Wealth Management
Florida
$134K -$13.6K -54 -9%
PWAM
2556
Private Wealth Asset Management
Iowa
$130K +$1.26K +5 +0.9%
FDW
2557
Fourth Dimension Wealth
Ohio
$124K +$37.3K +148 +39%
OP
2558
ORG Partners
Indiana
$122K -$78.9K -313 -38%
PW
2559
Pandora Wealth
Illinois
$121K -$5.3K -21 -4%
MWM
2560
Mascoma Wealth Management
New Hampshire
$120K -$2.52K -10 -2%
LCM
2561
Lattice Capital Management
Washington
$119K -$110K -438 -47%
OIA
2562
Optimum Investment Advisors
Illinois
$119K
1IA
2563
1620 Investment Advisors
Massachusetts
$118K +$98.1K +389 +357%
JWM
2564
JPL Wealth Management
Colorado
$117K +$125K +495 New
BCM
2565
Boreal Capital Management
Florida
$117K -$98.9K -392 -44%
BIA
2566
Bell Investment Advisors
California
$116K +$3.53K +14 +3%
AT
2567
Arlington Trust
Alabama
$115K +$3.28K +13 +3%
SL
2568
Salomon & Ludwin
Virginia
$114K +$120K +476 New
FDCP
2569
Foster Dykema Cabot & Partners
Massachusetts
$113K +$20.2K +80 +20%
VFM
2570
Vision Financial Markets
Connecticut
$113K +$252 +1 +0.2%
FFA
2571
Frazier Financial Advisors
Ohio
$111K +$252 +1 +0.2%
BDL
2572
Banque de Luxembourg
Luxembourg
$109K -$23K -91 -17%
BHWM
2573
Beaird Harris Wealth Management
Texas
$106K +$2.77K +11 +3%
MAM
2574
Magellan Asset Management
Australia
$106K -$19.7M -78,240 -99%
AIM
2575
Arcadia Investment Management
Michigan
$105K -$107K -425 -49%

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.