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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
BAM
2726
Bellevue Asset Management
Washington
$16.6K
CJ
2727
Caitlin John
Michigan
$15.9K +$16.9K +67 New
BBPWM
2728
Blue Bell Private Wealth Management
Pennsylvania
$15.6K -$79.7K -316 -83%
DI
2729
DAGCO Inc
Ohio
$14.5K -$1.76K -7 -10%
WWA
2730
Wealth Watch Advisors
Colorado
$14.5K +$15.4K +61 New
TVWM
2731
Tower View Wealth Management
Wisconsin
$14.3K +$252 +1 +2%
BCM
2732
Berbice Capital Management
New York
$14.2K -$532K -2,110 -97%
ICM
2733
Islay Capital Management
Texas
$14.2K
BFS
2734
Bare Financial Services
Pennsylvania
$14K +$1.51K +6 +11%
PP
2735
PFS Partners
New Jersey
$13.9K +$252 +1 +2%
KFP
2736
Kerr Financial Planning
California
$13.7K +$14.4K +57 New
MAS
2737
MPWM Advisory Solutions
Georgia
$13.5K
IWM
2738
IMG Wealth Management
Florida
$13.5K
SAM
2739
Sherman Asset Management
California
$12.3K -$70.9K -281 -84%
RWA
2740
Redmont Wealth Advisors
Illinois
$11.8K
CMP
2741
Coston McIsaac & Partners
Maine
$11K
EA
2742
Evolution Advisers
Virginia
$11K
MAFA
2743
MJT & Associates Financial Advisory
Minnesota
$10.9K
NECFA
2744
New England Capital Financial Advisors
Connecticut
$10.8K
AS
2745
Altshuler Shaham
Israel
$10.7K +$2.77K +11 +32%
HC
2746
Hurley Capital
New York
$10.2K +$1.01K +4 +10%
MBFW
2747
Morton Brown Family Wealth
Pennsylvania
$9.95K -$4.54K -18 -30%
AFWM
2748
Abich Financial Wealth Management
Virginia
$9.95K +$10.6K +42 New
DRP
2749
Decker Retirement Planning
Utah
$9.24K -$28K -111 -74%
PWA
2750
Principia Wealth Advisory
Texas
$9.01K

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.