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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
OAJ
2576
Ogorek Anthony Joseph
New York
$102K +$2.77K +11 +3%
AP
2577
Atwood & Palmer
Missouri
$96.8K
RPA
2578
Redwood Park Advisors
California
$96.6K +$252 +1 +0.2%
DFA
2579
DHJJ Financial Advisors
Illinois
$95.5K
FMP
2580
Financial Management Professionals
Texas
$94.4K -$3.53K -14 -3%
EPW
2581
Evergreen Private Wealth
Colorado
$93.6K
PWMG
2582
Private Wealth Management Group
New Jersey
$92K +$1.01K +4 +1%
GAG
2583
Goodman Advisory Group
Massachusetts
$90.5K -$127K -504 -57%
NEWAS
2584
N.E.W. Advisory Services
Wisconsin
$87.4K +$9.58K +38 +11%
AWM
2585
AllSquare Wealth Management
New York
$87.2K -$189K -750 -67%
WA
2586
WPG Advisers
Maryland
$86K +$16.1K +64 +21%
FPB
2587
First PREMIER Bank
South Dakota
$86K +$3.78K +15 +4%
WSC
2588
Wellington Shields & Co
New York
$85.6K
UOTTAIMCU
2589
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$85.3K -$1.68M -6,648 -95%
CWM
2590
Consultiva Wealth Management
Puerto Rico
$83.2K
JAM
2591
JCIC Asset Management
Ontario, Canada
$80.6K +$85.8K +340 New
GA
2592
Guerra Advisors
Florida
$80.4K +$85.5K +339 New
CSC
2593
Caldwell Sutter Capital
California
$80.3K -$32.8K -130 -28%
SWIM
2594
Smallwood Wealth Investment Management
New Jersey
$80.2K -$7.31K -29 -8%
SMFG
2595
Sumitomo Mitsui Financial Group
Japan
$79.2K +$81.5K +323 New
EPAM
2596
Evelyn Partners Asset Management
$78.7K +$4.79K +19 +6%
ECM
2597
Estabrook Capital Management
New York
$78.4K
FP
2598
Financial Perspectives
Minnesota
$77.6K
LFASL
2599
Lugano Financial Advisors SA (LFA)
Switzerland
$77.3K -$1.01K -4 -1%
HFS
2600
Horizon Financial Services
North Carolina
$75.8K +$5.04K +20 +7%

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.