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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
GGHC
2876
Gilder Gagnon Howe & Co
New York
-$1.59M -5,814 Closed
NCGI
2877
Next Century Growth Investors
Minnesota
-$1.55M -5,692 Closed
PD
2878
Point72 (DIFC)
United Arab Emirates
-$1.48M -5,438 Closed
CWP
2879
Capital Wealth Planning
Florida
-$1.41M -5,154 Closed
CCP
2880
Cunning Capital Partners
North Carolina
-$1.4M -5,121 Closed
KJHP
2881
K.J. Harrison & Partners
Ontario, Canada
-$1.37M -5,006 Closed
AWA
2882
Alta Wealth Advisors
Massachusetts
-$1.36M -4,999 Closed
SCM
2883
Semanteon Capital Management
Massachusetts
-$1.36M -4,985 Closed
GFG
2884
Greystone Financial Group
Michigan
-$1.28M -4,710 Closed
WI
2885
WBI Investments
New Jersey
-$1.28M -4,697 Closed
FIM
2886
Freedom Investment Management
Connecticut
-$1.25M -4,568 Closed
AC
2887
Arjuna Capital
North Carolina
-$1.17M -4,300 Closed
AIC
2888
Argus Investors Counsel
New York
-$1.12M -4,096 Closed
WHC
2889
Wulff, Hansen & Co
California
-$1.11M -4,070 Closed
FIC
2890
FCG Investment Company
Tennessee
-$1.08M -3,961 Closed
LGA
2891
Lebenthal Global Advisors
New York
-$1.08M -3,948 Closed
SIG
2892
Sargent Investment Group
Maryland
-$976K -3,917 Closed
FRM
2893
Fox Run Management
Connecticut
-$1.07M -3,907 Closed
BAM
2894
Blueshift Asset Management
New Jersey
-$1.07M -3,906 Closed
BI
2895
Bradyco Inc
Massachusetts
-$1.06M -3,894 Closed
GP
2896
Guardian Partners
Canada
-$1M -3,705 Closed
CWA
2897
Consilium Wealth Advisory
Texas
-$1M -3,675 Closed
MFS
2898
Mattson Financial Services
Michigan
-$861K -3,158 Closed
CMANY
2899
Capital Management Associates (New York)
New York
-$859K -3,150 Closed
TC
2900
TradeLink Capital
Illinois
-$818K -3,000 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.