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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
SLT
3051
St Louis Trust
Missouri
-$205K -753 Closed
DG
3052
DMC Group
Alabama
-$205K -752 Closed
IA
3053
Intellus Advisors
Florida
-$205K -750 Closed
GIA
3054
Guyasuta Investment Advisors
Pennsylvania
-$204K -749 Closed
WDL
3055
Well Done LLC
Michigan
-$203K -747 Closed
GWM
3056
GSB Wealth Management
Connecticut
-$203K -746 Closed
USWIA
3057
UP Strategic Wealth Investment Advisors
Pennsylvania
-$203K -745 Closed
GSIS
3058
Global Strategic Investment Solutions
Arizona
-$203K -744 Closed
NIP
3059
Nicholas Investment Partners
California
-$203K -743 Closed
VHAM
3060
Van Hulzen Asset Management
California
-$202K -742 Closed
1WM
3061
1900 Wealth Management
Texas
-$202K -741 Closed
AM
3062
Account Management
Massachusetts
-$202K -740 Closed
LFS
3063
Legacy Financial Strategies
Kansas
-$202K -740 Closed
PSF
3064
Pacific Sun Financial
California
-$202K -740 Closed
AC
3065
Avory & Company
Florida
-$201K -738 Closed
AWG
3066
Altus Wealth Group
Colorado
-$201K -736 Closed
AF
3067
Affiance Financial
Minnesota
-$200K -734 Closed
MWS
3068
MFA Wealth Services
California
-$200K -734 Closed
VCP
3069
Vista Capital Partners
Oregon
-$200K -734 Closed
LC
3070
L1 Capital
Australia
-$177K -648 Closed
NC
3071
NewSquare Capital
Pennsylvania
-$116K -426 Closed
TIM
3072
Total Investment Management
Arizona
-$115K -423 Closed
KIG
3073
Kessler Investment Group
Indiana
-$109K -400 Closed
PSFG
3074
Park Square Financial Group
Georgia
-$78K -286 Closed
MS
3075
Marshall & Sullivan
Washington
-$75K -275 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.