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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
PCP
2901
Proficio Capital Partners
Massachusetts
-$806K -2,957 Closed
AIA
2902
AssuredPartners Investment Advisors
Florida
-$792K -2,906 Closed
PA
2903
Prossimo Advisors
California
-$763K -2,797 Closed
TCM
2904
Teza Capital Management
Illinois
-$743K -2,725 Closed
CP
2905
Clarendon Private
Massachusetts
-$710K -2,603 Closed
DTL
2906
Dynamic Technology Lab
Singapore
-$706K -2,590 Closed
RPSA
2907
Richard P. Slaughter Associates
Texas
-$702K -2,573 Closed
KWMG
2908
King Wealth Management Group
Florida
-$669K -2,455 Closed
WWM
2909
Waterway Wealth Management
Texas
-$666K -2,443 Closed
KFA
2910
Kapstone Financial Advisors
Ohio
-$657K -2,408 Closed
TSMHT
2911
Thurston Springer Miller Herd & Titak
Indiana
-$642K -2,353 Closed
HFM
2912
Hartford Funds Management
Pennsylvania
-$630K -2,307 Closed
SL
2913
SFM LLC
New Hampshire
-$615K -2,255 Closed
TA
2914
TFB Advisors
Kansas
-$582K -2,133 Closed
FA
2915
Fedenia Advisers
Wisconsin
-$575K -2,110 Closed
VCWM
2916
Vista Cima Wealth Management
Arizona
-$568K -2,081 Closed
LI
2917
LifeWealth Investments
Florida
-$560K -2,054 Closed
PGWM
2918
Parisi Gray Wealth Management
New Jersey
-$553K -2,026 Closed
BWG
2919
Berry Wealth Group
Texas
-$551K -2,019 Closed
LG
2920
Leuthold Group
Minnesota
-$550K -2,016 Closed
ARC
2921
Advisor Resource Council
Texas
-$546K -2,003 Closed
ORI
2922
Oak Ridge Investments
Illinois
-$534K -1,960 Closed
BGA
2923
Battery Global Advisors
Massachusetts
-$523K -1,914 Closed
JSC
2924
Jackson Square Capital
California
-$502K -1,841 Closed
RBWA
2925
RFG - Bristol Wealth Advisors
Massachusetts
-$486K -1,784 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.