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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
RCM
2751
Richardson Capital Management
Wisconsin
$8.77K
NC
2752
North Capital
Utah
$8.29K +$757 +3 +9%
GGI
2753
Godsey & Gibb Inc
Virginia
$8.06K
BHWM
2754
Bay Harbor Wealth Management
Maryland
$8.06K +$1.26K +5 +17%
PS
2755
PayPay Securities
Japan
$7.88K +$3.78K +15 +83%
DWA
2756
Delos Wealth Advisors
Texas
$7.58K -$4.54K -18 -36%
WCM
2757
Westend Capital Management
California
$7.58K -$3.53K -14 -30%
LWA
2758
Lowe Wealth Advisors
Maryland
$7.35K -$1.01K -4 -11%
GIM
2759
Gold Investment Management
Alberta, Canada
$7.35K
HWM
2760
HighMark Wealth Management
Minnesota
$7.35K +$757 +3 +11%
RF
2761
Robbins Farley
New Hampshire
$7.35K +$7.82K +31 New
DWM
2762
Dogwood Wealth Management
Kansas
$6.64K -$7.31K -29 -51%
STB
2763
S&T Bank
Pennsylvania
$6.64K -$4.79K -19 -40%
SA
2764
Scarborough Advisors
Maryland
$6.64K
ACM
2765
Anfield Capital Management
California
$6.4K +$3.78K +15 +125%
PSB
2766
Piscataqua Savings Bank
New Hampshire
$5.92K
CPG
2767
Cornerstone Planning Group
New Jersey
$5.25K -$80.2K -318 -76%
JGIA
2768
Jackson Grant Investment Advisers
Connecticut
$5.21K
DWM
2769
Darwin Wealth Management
Florida
$5K
PA
2770
Pineridge Advisors
Missouri
$4.74K -$8.07K -32 -62%
VWWMG
2771
Vermillion & White Wealth Management Group
Pennsylvania
$4.5K
HWA
2772
HHM Wealth Advisors
Tennessee
$4.03K -$4.54K -18 -51%
CWM
2773
Copia Wealth Management
Oregon
$4.03K
T
2774
Transce3nd
Texas
$3.9K -$186K -739 -98%
LAM
2775
Lummis Asset Management
Texas
$3.79K

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.