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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
BFF
3001
Byrne Financial Freedom
Massachusetts
-$232K -849 Closed
OPA
3002
Old Port Advisors
Maine
-$230K -842 Closed
BWM
3003
BCS Wealth Management
Tennessee
-$229K -841 Closed
RE
3004
Rydar Equities
Texas
-$229K -839 Closed
JCM
3005
Janney Capital Management
Pennsylvania
-$228K -837 Closed
TWA
3006
Talisman Wealth Advisors
New Jersey
-$227K -832 Closed
MPCL
3007
My Personal CFO LLC
Washington
-$226K -827 Closed
RIA
3008
Realta Investment Advisors
Delaware
-$226K -827 Closed
PA
3009
PSI Advisors
Florida
-$225K -825 Closed
PFM
3010
Patton Fund Management
Texas
-$224K -821 Closed
CGF
3011
Constant Guidance Financial
Massachusetts
-$224K -820 Closed
SWM
3012
Sagace Wealth Management
Florida
-$224K -820 Closed
BWM
3013
Blossom Wealth Management
California
-$222K -815 Closed
AZ
3014
Alpha Zero
Florida
-$221K -809 Closed
BPC
3015
Bearing Point Capital
Minnesota
-$221K -809 Closed
CAI
3016
Capital Advisors Inc
Oklahoma
-$220K -807 Closed
SIA
3017
SkyView Investment Advisors
New Jersey
-$220K -806 Closed
IIM
3018
InTrack Investment Management
Vermont
-$220K -805 Closed
OFO
3019
OneAscent Family Office
Alabama
-$220K -805 Closed
EFL
3020
ERn Financial LLC
Wisconsin
-$219K -803 Closed
BW
3021
Blalock Williams
Alabama
-$219K -802 Closed
AWF
3022
Alpha Wealth Funds
Utah
-$218K -800 Closed
RWA
3023
Redhawk Wealth Advisors
Minnesota
-$218K -800 Closed
SWM
3024
SilverOak Wealth Management
Minnesota
-$218K -800 Closed
PWA
3025
Prairie Wealth Advisors
Nebraska
-$218K -798 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.