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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
FZCM
2926
Flynn Zito Capital Management
New York
-$486K -1,782 Closed
MP
2927
McDonald Partners
Ohio
-$477K -1,745 Closed
TAM
2928
Titleist Asset Management
Texas
-$473K -1,734 Closed
BHPW
2929
Beverly Hills Private Wealth
California
-$468K -1,716 Closed
BCA
2930
Bay Colony Advisors
Massachusetts
-$452K -1,658 Closed
AC
2931
ASB Consultores
Florida
-$441K -1,616 Closed
WWM
2932
Westwood Wealth Management
California
-$434K -1,590 Closed
SIA
2933
Strategic Investment Advisors
Michigan
-$419K -1,538 Closed
BFA
2934
Brown Financial Advisors
Ohio
-$419K -1,535 Closed
AAP
2935
Aristotle Atlantic Partners
Florida
-$409K -1,500 Closed
KFGK
2936
Keystone Financial Group (Kentucky)
Kentucky
-$405K -1,484 Closed
FPW
2937
Fairvoy Private Wealth
Alabama
-$397K -1,458 Closed
CAM
2938
CenterStar Asset Management
Illinois
-$395K -1,447 Closed
FF
2939
Farrell Financial
New York
-$394K -1,445 Closed
GI
2940
GLOBALT Investments
Georgia
-$393K -1,442 Closed
LA
2941
Lifeworks Advisors
Michigan
-$387K -1,420 Closed
GFA
2942
Gallagher Fiduciary Advisors
Illinois
-$375K -1,376 Closed
MC
2943
Marest Capital
California
-$362K -1,326 Closed
CFG
2944
Copley Financial Group
California
-$359K -1,315 Closed
PA
2945
PharVision Advisers
Florida
-$356K -1,305 Closed
MTC
2946
McDaniel Terry & Co
Texas
-$343K -1,258 Closed
RIA
2947
Regal Investment Advisors
Michigan
-$342K -1,254 Closed
JAG
2948
Journey Advisory Group
Kentucky
-$341K -1,252 Closed
DL
2949
DOHJ LLC
Washington
-$313K -1,250 Closed
RCP
2950
Rothschild Capital Partners
New York
-$333K -1,220 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.