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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
TFG
2651
Team Financial Group
California
$40.4K
SP
2652
Saranac Partners
$39.8K +$42.4K +168 New
MG
2653
MilWealth Group
Wisconsin
$39.1K
CI
2654
Clal Insurance
Israel
$39K -$252 -1 -0.6%
GIA
2655
GHP Investment Advisors
Colorado
$39K -$7.57K -30 -15%
MWPCG
2656
Measured Wealth Private Client Group
New Hampshire
$38.6K +$41.1K +163 New
GK
2657
Graney & King
New York
$38.3K
BONH
2658
Bank of New Hampshire
New Hampshire
$37.9K -$17.7K -70 -30%
RCM
2659
Raleigh Capital Management
North Carolina
$35.4K -$154K -611 -80%
PP
2660
Pacifica Partners
Canada
$35.1K +$1.26K +5 +3%
CIAS
2661
CBIZ Investment Advisory Services
Ohio
$34.9K +$3.53K +14 +11%
MA
2662
MCF Advisors
Kentucky
$34.5K +$1.76K +7 +5%
GJIA
2663
Glass Jacobson Investment Advisors
Maryland
$33.2K
CTB
2664
Country Trust Bank
Illinois
$32.5K +$2.02K +8 +6%
PCTC
2665
Perkins Coie Trust Company
Washington
$32K -$88.3K -350 -72%
VWA
2666
VSM Wealth Advisory
Maryland
$32K
IWP
2667
IAG Wealth Partners
Wisconsin
$30.8K
RWS
2668
Retirement Wealth Solutions
Wisconsin
$29.8K -$8.07K -32 -20%
MPW
2669
MASECO Private Wealth
$29.7K +$252 +1 +0.8%
QWM
2670
Quaker Wealth Management
New Jersey
$29.4K -$504 -2 -2%
CAC
2671
Core Alternative Capital
Georgia
$29.2K -$17.1K -68 -36%
CIR
2672
Clear Investment Research
Georgia
$28.1K -$2.77K -11 -9%
TCB
2673
Texas Capital Bancshares
Texas
$28K +$29.8K +118 New
KSWA
2674
Kathleen S. Wright Associates
Pennsylvania
$27.7K
MSG
2675
Main Street Group
Virginia
$27.7K

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.