We are live on ! Find out more
CRM icon

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
DSC
2801
Duncker Streett & Co
Missouri
$711 -$1.26K -5 -63%
BDPWM
2802
Barnes Dennig Private Wealth Management
Ohio
$711
CCC
2803
Chelsea Counsel Company
California
$475 +$504 +2 New
LCM
2804
Logan Capital Management
Pennsylvania
$474
RJA
2805
Ross\Johnson & Associates
Minnesota
$474
NMG
2806
New Millennium Group
Utah
$251 -$2.48M -9,823 -100%
KHC
2807
Koesten Hirschmann & Crabtree
Kansas
$240
T2I
2808
Turim 21 Investimentos
Brazil
$1 +$610K +2,420 New
Norges Bank
2809
Norges Bank
Norway
-$2.83B -10,363,597 Closed
LPC
2810
Lone Pine Capital
Connecticut
-$508M -1,863,179 Closed
Axa
2811
Axa
France
-$336M -1,232,978 Closed
BNP Paribas Asset Management
2812
BNP Paribas Asset Management
France
-$208M -764,648 Closed
Westfield Capital Management
2813
Westfield Capital Management
Massachusetts
-$177M -647,474 Closed
HF
2814
HRT Financial
New York
-$80.5M -319,120 Closed
CSS
2815
Cubist Systematic Strategies
Connecticut
-$45.7M -181,374 Closed
HL
2816
Harding Loevner
New Jersey
-$49M -179,859 Closed
WRBC
2817
W.R. Berkley Corp
Connecticut
-$46.1M -169,100 Closed
HAM
2818
Hyperion Asset Management
Australia
-$42.7M -156,438 Closed
RCP
2819
RIT Capital Partners
United Kingdom
-$34.7M -127,250 Closed
MC
2820
MIG Capital
California
-$31.8M -116,487 Closed
A
2821
Atomvest
Hong Kong
-$31.6M -115,900 Closed
SCM
2822
Sone Capital Management
New York
-$18.6M -68,320 Closed
KI
2823
Kapitalo Investimentos
Brazil
-$15M -55,000 Closed
CTC (Chicago Trading Company)
2824
CTC (Chicago Trading Company)
Illinois
-$12.9M -51,312 Closed
LS
2825
Livforsakringsbolaget Skandia
Sweden
-$12.7M -46,600 Closed

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.