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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, 1,155 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: 1,155 | 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
1,155
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
PL
326
Perpetual Ltd
Australia
$37.9M -$14.2M -56,208 -26%
OCBCO
327
Oversea-Chinese Banking Corp (OCBC)
Singapore
$37.8M +$1.48M +5,864 +4%
AssetMark Inc
328
AssetMark Inc
California
$37.2M -$7.44M -29,517 -16%
GAM
329
Guinness Asset Management
United Kingdom
$37.1M +$5.28M +20,934 +16%
URS
330
Utah Retirement Systems
Utah
$36.6M +$369K +1,465 +1%
EAM
331
Erste Asset Management
Austria
$36.1M -$16.2M -64,379 -30%
BP
332
BNP Paribas
France
$36.1M -$1.6M -6,338 -4%
PTC
333
Petrus Trust Company
Texas
$36.1M +$6.13M +24,290 +19%
CIBC Asset Management
334
CIBC Asset Management
Ontario, Canada
$36M -$3.18M -12,624 -8%
AIM
335
Achmea Investment Management
Netherlands
$35.9M +$862K +3,419 +2%
X
336
Xponance
Pennsylvania
$35.9M -$1.2M -4,758 -3%
UIM
337
USS Investment Management
United Kingdom
$35.7M
WA
338
WestEnd Advisors
North Carolina
$35.7M -$821K -3,257 -2%
PFSRSONJ
339
Police & Firemen's Retirement System of New Jersey
New Jersey
$35.7M +$2.2M +8,742 +6%
Los Angeles Capital Management
340
Los Angeles Capital Management
California
$35.6M -$41.9M -166,222 -53%
RFC
341
Regions Financial Corp
Alabama
$35.3M +$996K +3,949 +3%
Walleye Trading
342
Walleye Trading
New York
$35.3M +$36.3M +143,873 +2,860%
VDI
343
Vaughan David Investments
Illinois
$35.2M +$4.43M +17,572 +13%
Cambridge Investment Research Advisors
344
Cambridge Investment Research Advisors
Iowa
$34.6M +$106K +420 +0.3%
M&T Bank
345
M&T Bank
New York
$34.6M -$3.43M -13,601 -9%
SPIA
346
Steward Partners Investment Advisory
New York
$34.6M +$3.39M +13,431 +10%
IMC Chicago
347
IMC Chicago
Illinois
$34.2M +$36.4M +144,140 New
AAS
348
Annex Advisory Services
Wisconsin
$34.2M +$2M +7,917 +6%
DG
349
DigitalBridge Group
Florida
$34.1M +$12.9M +51,332 +56%
CS
350
Clear Street
New York
$33.9M +$17.5M +69,215 +94%

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 1,155 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.