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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
CAM
2776
Costello Asset Management
Pennsylvania
$3.59K
HWA
2777
Heartwood Wealth Advisors
Virginia
$3.56K +$3.78K +15 New
LC
2778
Luminist Capital
Michigan
$3.54K
PCM
2779
Perritt Capital Management
Illinois
$3.33K
HIMS
2780
Hager Investment Management Services
New Hampshire
$3.08K
WOSD
2781
WFA of San Diego
California
$2.84K
FS
2782
Financially Speaking
Colorado
$2.61K
CB
2783
Centennial Bank
Arkansas
$2.37K -$10.1K -40 -80%
1NWS
2784
1 North Wealth Services
Maryland
$2.37K
MAM
2785
Morse Asset Management
Connecticut
$2.37K
BC
2786
Bulwark Capital
Florida
$2.37K +$2.52K +10 New
WOC
2787
West Oak Capital
California
$2.3K -$79.4K -315 -25%
CIAM
2788
Caitong International Asset Management
Hong Kong
$2.13K -$4.04K -16 -64%
DCM
2789
Davis Capital Management
Florida
$2.13K +$2.27K +9 New
PIS
2790
POM Investment Strategies
North Carolina
$2.13K +$2.27K +9 New
TLCM
2791
Twin Lakes Capital Management
California
$1.91K
HIA
2792
HFM Investment Advisors
New Jersey
$1.9K
RWPA
2793
Richard W. Paul & Associates
Michigan
$1.9K
GWSA
2794
Global Wealth Strategies & Associates
Colorado
$1.9K +$2.02K +8 New
DF
2795
DecisionPoint Financial
Arizona
$1.65K
ICCON
2796
Investment Counsel Company of Nevada
Nevada
$1.42K
SA
2797
Seneschal Advisors
Washington
$1.42K +$1.51K +6 New
BIM
2798
Breakwater Investment Management
Washington
$948 -$49.4K -196 -98%
SC
2799
Stephens Consulting
Michigan
$948 -$3.03K -12 -75%
IA
2800
IFS Advisors
Kansas
$948

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.