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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
DBRC
2951
D.B. Root & Company
Pennsylvania
-$328K -1,201 Closed
BHC
2952
Bowen Hanes & Co
Florida
-$327K -1,200 Closed
JCFM
2953
JBR Co Financial Management
Oklahoma
-$326K -1,197 Closed
MCM
2954
M1 Capital Management
Michigan
-$325K -1,191 Closed
SI
2955
Saxon Interests
Texas
-$317K -1,181 Closed
TBWA
2956
Three Bridge Wealth Advisors
California
-$321K -1,178 Closed
CMF
2957
Counterpoint Mutual Funds
California
-$320K -1,172 Closed
TWM
2958
TCFG Wealth Management
California
-$305K -1,118 Closed
KA
2959
KDT Advisors
New York
-$305K -1,117 Closed
APA
2960
Astoria Portfolio Advisors
New York
-$299K -1,116 Closed
SC
2961
Soundwatch Capital
Connecticut
-$654K -1,115 Closed
HA
2962
Helium Advisors
Washington
-$304K -1,113 Closed
FAG
2963
Fortitude Advisory Group
Washington
-$296K -1,087 Closed
PCP
2964
Panoramic Capital Partners
Oregon
-$296K -1,087 Closed
NFG
2965
Nadler Financial Group
Illinois
-$294K -1,079 Closed
FCM
2966
Fourpath Capital Management
Oklahoma
-$291K -1,066 Closed
SWGC
2967
Summit Wealth Group (Colorado)
Colorado
-$288K -1,055 Closed
LAM
2968
Lingohr Asset Management
Germany
-$284K -1,043 Closed
R
2969
Rebalance
California
-$284K -1,042 Closed
HKIMG
2970
Hutchens & Kramer Investment Management Group
Indiana
-$278K -1,023 Closed
CAIMH
2971
Central Asset Investments & Management Holdings
Hong Kong
-$273K -1,000 Closed
CQWA
2972
Chokshi & Queen Wealth Advisors
California
-$273K -1,000 Closed
MFWP
2973
Mosaic Family Wealth Partners
Missouri
-$272K -999 Closed
CNFG
2974
Creegan & Nassoura Financial Group
New Hampshire
-$272K -996 Closed
CPA
2975
Capital Planning Advisors
California
-$270K -989 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.