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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
LPCM
2826
Lynwood Price Capital Management
Texas
-$12.6M -46,060 Closed
CIA
2827
Capital Impact Advisors
Massachusetts
-$12.1M -44,517 Closed
AIM
2828
Artemis Investment Management
United Kingdom
-$12M -44,177 Closed
IG
2829
Ithaka Group
Virginia
-$11.6M -42,697 Closed
WC
2830
Westwind Capital
New Mexico
-$11.6M -42,386 Closed
NCL
2831
Nishkama Capital LLC
Puerto Rico
-$9.46M -34,700 Closed
PHK
2832
Point72 Hong Kong
Hong Kong
-$8.91M -32,678 Closed
PE
2833
Point72 Europe
United Kingdom
-$8.51M -31,200 Closed
SM
2834
Selkirk Management
New Jersey
-$7.36M -27,000 Closed
KC
2835
Kadensa Capital
Hong Kong
-$7.03M -25,769 Closed
BL
2836
BCWM LLC
Kansas
-$6.69M -24,543 Closed
TCOK
2837
Trust Company of Kansas
Kansas
-$6.12M -22,443 Closed
SIA
2838
SeaBridge Investment Advisors
New Jersey
-$5.73M -21,008 Closed
OMG
2839
One Madison Group
New York
-$5.45M -20,000 Closed
PIM
2840
Peregrine Investment Management
Ontario, Canada
-$5.45M -20,000 Closed
CCAM
2841
Codex Capital Asset Management
Texas
-$5.04M -18,500 Closed
TAL
2842
TIG Advisors LLC
New York
-$4.93M -18,084 Closed
OCA
2843
Otter Creek Advisors
Florida
-$4.72M -17,325 Closed
CC
2844
Centiva Capital
New York
-$4.43M -16,233 Closed
LCM
2845
Laurion Capital Management
New York
-$4.4M -16,129 Closed
NRD
2846
Nebula Research & Development
New York
-$4.36M -15,998 Closed
Impax Asset Management Group
2847
Impax Asset Management Group
United Kingdom
-$4.32M -15,850 Closed
LC
2848
Legacy CG
Texas
-$4.16M -15,243 Closed
PIM
2849
Progressive Investment Management
Oregon
-$4M -14,654 Closed
ACM
2850
Aster Capital Management
United Arab Emirates
-$3.84M -14,080 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.