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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
CTI
401
Community Trust & Investment
Kentucky
$27.1M +$4.24M +16,809 +17%
BCAM
402
Boston Common Asset Management
Massachusetts
$27M -$557K -2,210 -2%
Carson Wealth (CWM LLC)
403
Carson Wealth (CWM LLC)
Nebraska
$26.6M +$2.95M +11,710 +12%
SA
404
Sanctuary Advisors
Indiana
$26.6M -$13.7M -54,414 -33%
VPIM
405
Vanguard Personalized Indexing Management
California
$26.5M -$2.03M -8,050 -7%
PEAK6
406
PEAK6
Illinois
$26.4M +$12.8M +50,560 +83%
NCM
407
Nearwater Capital Markets
Ireland
$26.4M -$7.26M -28,800 -21%
YCM
408
Yousif Capital Management
Michigan
$26.3M -$1.38M -5,467 -5%
Thrivent Financial for Lutherans
409
Thrivent Financial for Lutherans
Minnesota
$26.1M -$16.5M -65,572 -37%
OPERF
410
Oregon Public Employees Retirement Fund
Oregon
$25.9M +$6.65M +26,349 +32%
CAPTRUST Financial Advisors
411
CAPTRUST Financial Advisors
North Carolina
$25.9M -$2.87M -11,390 -9%
NP
412
NS Partners
United Kingdom
$25.4M +$29K +115 +0.1%
TI
413
Trexquant Investment
Connecticut
$25.4M +$9.98M +39,587 +59%
MOACM
414
Mutual of America Capital Management
New York
$25.2M -$1.85M -7,348 -6%
TNB
415
Thomasville National Bank
Georgia
$25M +$865K +3,429 +3%
WB
416
WesBanco Bank
West Virginia
$25M -$1.38M -5,469 -5%
CCM
417
Chilton Capital Management
Texas
$24.7M -$945K -3,745 -3%
ACM
418
Alua Capital Management
New York
$24.4M
SOADOR
419
State of Alaska Department of Revenue
Alaska
$24.4M -$1.23M -4,888 -5%
VCM
420
Valiant Capital Management
California
$24.3M -$7.53M -29,860 -23%
EI
421
Ethic Inc
New York
$24.3M -$115K -455 -0.4%
HPG
422
Harvest Portfolios Group
Ontario, Canada
$24.2M +$4.22M +16,740 +20%
MFAM
423
Motley Fool Asset Management
Virginia
$24M +$4.34M +17,192 +20%
Wealthfront Advisers
424
Wealthfront Advisers
California
$23.9M +$234K +927 +0.9%
Pathstone Holdings
425
Pathstone Holdings
New Jersey
$23.9M -$1.42M -5,623 -5%

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.