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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
PIWA
2851
Prevail Innovative Wealth Advisors
Kansas
-$3.83M -14,027 Closed
TI
2852
TTP Investments
California
-$3.43M -12,572 Closed
SGA
2853
Strategic Global Advisors
California
-$3.21M -11,789 Closed
MHS
2854
M Holdings Securities
Oregon
-$3M -10,975 Closed
SI
2855
Shaker Investments
Ohio
-$2.94M -10,774 Closed
CHCM
2856
Columbus Hill Capital Management
New Jersey
-$2.73M -10,000 Closed
BCM
2857
Beck Capital Management
Texas
-$2.7M -9,911 Closed
NF
2858
Nikulski Financial
Iowa
-$2.66M -9,754 Closed
AFS
2859
Aft Forsyth & Sober
Florida
-$2.59M -9,500 Closed
DAM
2860
Deltec Asset Management
New York
-$2.59M -9,500 Closed
AI
2861
Aperture Investors
New York
-$2.55M -9,338 Closed
RP
2862
Rice Partnership
Hawaii
-$2.46M -9,006 Closed
LMKC
2863
L.M. Kohn & Company
Ohio
-$2.33M -8,531 Closed
CAS
2864
CTC Alternative Strategies
Illinois
-$2.24M -8,220 Closed
PAS
2865
Point72 Asia (Singapore)
Singapore
-$2.11M -7,735 Closed
LWL
2866
Leo Wealth LLC
Texas
-$1.98M -7,260 Closed
MFA
2867
Millington Financial Advisors
Illinois
-$1.93M -7,231 Closed
GCM
2868
Glynn Capital Management
California
-$1.95M -7,143 Closed
SCM
2869
Stevens Capital Management
Pennsylvania
-$1.94M -7,128 Closed
MUAMU
2870
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$1.91M -7,000 Closed
SFM
2871
Sphera Funds Management
Israel
-$1.85M -6,800 Closed
FAIM
2872
Financial Advocates Investment Management
Washington
-$1.8M -6,593 Closed
OF
2873
Optimize Financial
California
-$1.77M -6,477 Closed
RFM
2874
Royal Fund Management
Florida
-$1.74M -6,366 Closed
RCA
2875
Riverview Capital Advisers
Massachusetts
-$1.6M -5,853 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.