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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
RRA
3026
Round Rock Advisors
Connecticut
-$218K -798 Closed
WAM
3027
Weatherly Asset Management
California
-$217K -795 Closed
HCM
3028
HMS Capital Management
Tennessee
-$217K -794 Closed
BMM
3029
Berkshire Money Management
Massachusetts
-$216K -793 Closed
BH
3030
Burk Holdings
Oklahoma
-$216K -791 Closed
WPA
3031
West Paces Advisors
Georgia
-$216K -791 Closed
SPI
3032
Sutton Place Investors
New York
-$214K -786 Closed
TA
3033
Teramo Advisors
Florida
-$214K -786 Closed
ACC
3034
Acorn Creek Capital
Colorado
-$213K -781 Closed
KSWWM
3035
Keyes Stange & Wooten Wealth Management
Florida
-$213K -781 Closed
CAM
3036
Clark Asset Management
New Hampshire
-$213K -780 Closed
PMG
3037
Private Management Group
California
-$212K -777 Closed
CG
3038
CFO4Life Group
Texas
-$211K -774 Closed
LFG
3039
Lockerman Financial Group
California
-$210K -769 Closed
QFA
3040
Quantum Financial Advisors
California
-$209K -766 Closed
MSS
3041
Mitchell Sinkler & Starr
Pennsylvania
-$209K -765 Closed
RAS
3042
RPS Advisory Solutions
Kentucky
-$209K -765 Closed
UWM
3043
USAdvisors Wealth Management
Minnesota
-$208K -765 Closed
EB
3044
Exchange Bank
California
-$208K -764 Closed
MAG
3045
M3 Advisory Group
Massachusetts
-$208K -764 Closed
CFA
3046
Cahill Financial Advisors
Minnesota
-$208K -763 Closed
TCM
3047
Tufton Capital Management
Maryland
-$207K -760 Closed
WN
3048
Williams & Novak
California
-$207K -760 Closed
TFA
3049
Tranquilli Financial Advisor
New Jersey
-$206K -756 Closed
AFG
3050
ABLE Financial Group
Arizona
-$206K -755 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.