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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
HIMC
301
Heritage Investors Management Corp
Maryland
$44.3M +$1.41M +5,591 +3%
MT
302
Midwest Trust
Kansas
$44.3M +$1.07M +4,233 +2%
BCIM
303
British Columbia Investment Management
British Columbia, Canada
$44.3M -$3.47M -13,761 -7%
RP
304
Riverbridge Partners
Minnesota
$44M -$1.78M -7,060 -4%
WP
305
Woodline Partners
California
$43.7M +$35M +138,712 +302%
TI
306
Tidal Investments
Wisconsin
$43.7M +$13.8M +54,631 +42%
VMPIC
307
Varma Mutual Pension Insurance Co
Finland
$43.2M +$9.99M +39,600 +28%
CIS
308
Capital International Sarl
California
$43.1M +$15M +59,586 +49%
Comerica Bank
309
Comerica Bank
Texas
$42.9M -$7.08M -28,074 -13%
Lido Advisors
310
Lido Advisors
California
$42.7M +$13.3M +52,597 +41%
CLOS
311
Compagnie Lombard Odier SCmA
Switzerland
$42.7M -$7.82M -30,994 -15%
ABC
312
Associated Banc-Corp
Wisconsin
$42.6M +$22.4M +88,832 +98%
AAM
313
AMI Asset Management
California
$42.1M -$962K -3,813 -2%
ACM
314
Aquatic Capital Management
Illinois
$41.4M +$6.1M +24,187 +16%
FCIM
315
Fairview Capital Investment Management
California
$41.1M +$449K +1,780 +1%
VRS
316
Virginia Retirement Systems
Virginia
$40.4M +$404K +1,600 +0.9%
Nisa Investment Advisors
317
Nisa Investment Advisors
Missouri
$40.4M -$7.88M -31,254 -16%
CRC
318
Curi RMB Capital
Illinois
$40.1M -$504K -1,998 -1%
EOJOAM
319
E. Ohman J:or Asset Management
Sweden
$39.8M +$177K +700 +0.4%
GAM
320
Goldentree Asset Management
New York
$39.8M +$42.4M +168,186 New
CB
321
Commerce Bank
Missouri
$39.6M -$30.2M -119,900 -42%
SC
322
Scotia Capital
Ontario, Canada
$39.6M -$6.63M -26,272 -14%
CCM
323
Candlestick Capital Management
Connecticut
$39M +$41.5M +164,523 New
ZIG
324
Zurich Insurance Group
Switzerland
$38.5M +$41M +162,614 New
FGP
325
Freestone Grove Partners
California
$38M +$40.4M +160,251 New

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.