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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
KG
2676
Kilter Group
New York
$27.5K -$9.33K -37 -24%
CMA
2677
Cedar Mountain Advisors
Oregon
$26.9K +$3.53K +14 +14%
TCM
2678
TD Capital Management
Tennessee
$26.6K
AP
2679
Aspect Partners
Virginia
$26.5K +$1.01K +4 +4%
MWA
2680
Medallion Wealth Advisors
Connecticut
$26.3K -$3.03K -12 -10%
BC
2681
Barrett & Company
Rhode Island
$26.1K
MAM
2682
Marquette Asset Management
Minnesota
$25.6K +$27.2K +108 New
TCM
2683
Tradewinds Capital Management
Washington
$25.4K +$4.54K +18 +20%
GFL
2684
Granite FO LLC
New Hampshire
$24.4K
CC
2685
Corsicana & Co
Texas
$24.4K +$26K +103 New
RF
2686
Robinswood Financial
Washington
$24.2K
CAM
2687
Chesapeake Asset Management
New York
$23.9K
EWM
2688
Evolution Wealth Management
Florida
$23.9K
AWM
2689
Ameliora Wealth Management
Switzerland
$23.7K -$26.5K -105 -51%
APW
2690
Atlantic Private Wealth
North Carolina
$23.7K
CWM
2691
Crowley Wealth Management
Delaware
$23.7K
TC
2692
Tacita Capital
Ontario, Canada
$23.7K
SRCM
2693
Signature Resources Capital Management
California
$23.2K
TWD
2694
True Wealth Design
Ohio
$22.9K +$2.52K +10 +11%
OA
2695
Operose Advisors
Wisconsin
$22.8K
CTWM
2696
Cherry Tree Wealth Management
Minnesota
$22.5K
HFS
2697
Hopwood Financial Services
Virginia
$22.5K +$24K +95 New
PAM
2698
Palisade Asset Management
Minnesota
$22.5K +$24K +95 New
CF
2699
Collier Financial
Colorado
$22.5K +$24K +95 New
IUHSA
2700
Itau Unibanco Holding S.A.
Brazil
$22.3K -$1.77M -7,016 -99%

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.