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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
VEA
3076
Virtus ETF Advisers
New York
-$67.6K -248 Closed
WA
3077
Whipplewood Advisors
Colorado
-$57.3K -210 Closed
GBA
3078
Garrison Bradford & Associates
New York
-$54.5K -200 Closed
KWM
3079
Kiker Wealth Management
Georgia
-$50.7K -186 Closed
BA
3080
Bellwether Advisors
Nebraska
-$49.1K -180 Closed
SO
3081
Sierra Ocean
California
-$43.9K -161 Closed
BSC
3082
Brown Shipley & Co
United Kingdom
-$39.5K -145 Closed
WTFG
3083
Wood Tarver Financial Group
Idaho
-$32K -118 Closed
RA
3084
RiverPark Advisors
New York
-$25.6K -94 Closed
RTC
3085
Riverview Trust Company
Washington
-$23.2K -85 Closed
GWM
3086
Gitterman Wealth Management
New Jersey
-$21.5K -79 Closed
RAM
3087
Riggs Asset Management
Pennsylvania
-$18K -66 Closed
PCC
3088
Park Circle Company
Maryland
-$14.7K -54 Closed
MCA
3089
Midwest Capital Advisors
Michigan
-$14.5K -53 Closed
BFP
3090
Briaud Financial Planning
Texas
-$13K -50 Closed
WCM
3091
WealthTrak Capital Management
Virginia
-$13.4K -49 Closed
MFT
3092
Moisand Fitzgerald Tamayo
Florida
-$12.3K -45 Closed
LFA
3093
LGT Financial Advisors
Texas
-$11.5K -42 Closed
MAWAG
3094
Mid-American Wealth Advisory Group
Missouri
-$9.27K -34 Closed
GC
3095
GFG Capital
Florida
-$8.45K -31 Closed
TFA
3096
Toth Financial Advisory
Virginia
-$8.45K -31 Closed
CWA
3097
Carolina Wealth Advisors
South Carolina
-$7.91K -29 Closed
MWM
3098
MorganRosel Wealth Management
Colorado
-$6.54K -24 Closed
TCM
3099
TruNorth Capital Management
Michigan
-$4.09K -15 Closed
FC
3100
Family CFO
California
-$3K -11 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.