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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
FWM
2701
FSA Wealth Management
Massachusetts
$22.2K
SIS
2702
Strategic Investment Solutions
Illinois
$22.1K
API
2703
Asset Planning Inc
California
$22K
DPW
2704
DiNuzzo Private Wealth
Pennsylvania
$21.5K -$504 -2 -2%
PPA
2705
Painted Porch Advisors
California
$21.3K
CFS
2706
Compass Financial Services
Iowa
$21.1K
AIM
2707
Access Investment Management
Georgia
$21.1K
CWP
2708
Clark Wealth Partners
Illinois
$20.9K -$37.1K -147 -65%
PC
2709
Promus Capital
Illinois
$20.4K
PK
2710
Pflug Koory
Nebraska
$20.1K -$13.4K -53 -38%
CA
2711
Centerpoint Advisors
Massachusetts
$20K +$21.7K +86 New
RFA
2712
Reyes Financial Architecture
California
$19.2K
AWM
2713
Accredited Wealth Management
Kentucky
$19K -$7.57K -30 -38%
AF
2714
Alerus Financial
North Dakota
$18.5K +$9.58K +38 +95%
WAG
2715
Wiser Advisor Group
Arizona
$18.4K +$19.7K +78 New
VWM
2716
Vermillion Wealth Management
Minnesota
$18.4K -$23.7K -94 -55%
DMKJ
2717
David M. Knott Jr
$18.2K
TIM
2718
Tortoise Investment Management
New York
$18K +$2.77K +11 +17%
AW
2719
Avion Wealth
Texas
$18K -$6.56K -26 -25%
GFWA
2720
Grey Fox Wealth Advisors
Delaware
$17.7K +$18.7K +74 New
LWMI
2721
Legacy Wealth Management (Idaho)
Idaho
$17.5K -$1.01K -4 -5%
AEPWM
2722
Atlantic Edge Private Wealth Management
Florida
$17.5K +$10.1K +40 +118%
Q1WB
2723
Quest 10 Wealth Builders
Virginia
$17.4K +$252 +1 +1%
CCM
2724
Cloud Capital Management
Washington
$17K +$18.2K +72 New
VWA
2725
Valued Wealth Advisors
Utah
$16.7K -$252 -1 -1%

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.