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Salesforce

2,808 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, 1,157 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: 1,157 | Existing positions reduced: 1,218

1% less ownership

Funds ownership: 80.62%79.62% (-1%)

5% less funds holding

Funds holding: 2,9542,808 (-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
2,808
Holders Change
-146
Holders Change %
-4.94%
% of All Funds
36.85%
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
1,157
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
KAS
376
Kestra Advisory Services
Texas
$30.5M +$5.32M +21,103 +20%
HCM
377
Hollencrest Capital Management
California
$30.3M +$220K +874 +0.7%
TH
378
TCTC Holdings
Texas
$30.2M -$89.3K -354 -0.3%
MFWM
379
Motley Fool Wealth Management
Virginia
$30.2M -$2.9M -11,485 -8%
UCFA
380
United Capital Financial Advisors
Texas
$29.9M +$4.15M +16,450 +15%
AP
381
Antipodes Partners
Australia
$29.7M -$8.95M -35,473 -22%
SCM
382
Suvretta Capital Management
New York
$29.7M +$31.6M +125,250 New
OAM
383
OP Asset Management
$29.3M -$9.31M -36,906 -23%
SCTC
384
Sanibel Captiva Trust Company
Florida
$29.3M -$642K -2,544 -2%
MVIP
385
Mar Vista Investment Partners
California
$29.3M -$6.78M -26,901 -18%
Janus Henderson Group
386
Janus Henderson Group
United Kingdom
$29.3M -$129M -512,617 -81%
EF
387
Empowered Funds
Pennsylvania
$29.2M +$17.6M +69,781 +130%
RMCM
388
Reynders McVeigh Capital Management
Massachusetts
$29.1M -$129K -510 -0.4%
AS
389
Aware Super
Australia
$29M +$871K +3,454 +3%
BAMF
390
BI Asset Management Fondsmaeglerselskab
Denmark
$28.9M -$16.6M -65,702 -35%
RG
391
Renaissance Group
Kentucky
$28.3M +$1.02M +4,032 +3%
NAM
392
Nissay Asset Management
Japan
$28.2M +$157K +622 +0.5%
GT
393
Glenview Trust
Kentucky
$28.2M -$1.97M -7,815 -6%
Tudor Investment Corp
394
Tudor Investment Corp
Connecticut
$28.2M +$30M +118,840 New
GA
395
GuoLine Advisory
Singapore
$27.9M
NIM
396
NEOS Investment Management
Connecticut
$27.7M +$9.83M +38,963 +50%
BPWM
397
Badgley Phelps Wealth Managers
Washington
$27.5M -$939K -3,724 -3%
GPTE
398
Generali Powszechne Towarzystwo Emerytalne
Poland
$27.4M +$3.98M +15,800 +16%
HCMG
399
Howard Capital Management Group
California
$27.3M +$189K +750 +0.7%
PCM
400
Penserra Capital Management
California
$27.1M +$7.97M +31,615 +38%

CRM Hedge Fund Activity: Q3 2025 in Review

2,808 of the 7,621 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 1,157 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.

  • 2,808 institutional investors held Salesforce (CRM) as of Q3 2025, down from 2,954 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.