We are live on ! Find out more
CRM icon

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
VA
426
Vident Advisory
Georgia
$23.7M -$21.3M -84,431 -46%
LFM
427
LGT Fund Management
Liechtenstein
$23.6M +$6.56M +25,992 +35%
OCM
428
Osterweis Capital Management
California
$23.4M +$14.1K +56 +0.1%
RCMU
429
Rokos Capital Management (UK)
United Kingdom
$23.3M -$2.11M -8,359 -8%
GT
430
Greenleaf Trust
Michigan
$23.3M +$16.6K +66 +0.1%
SCM
431
Silvant Capital Management
Georgia
$22.8M +$775K +3,074 +3%
Bank Julius Baer & Co
432
Bank Julius Baer & Co
Switzerland
$22.8M -$35.7M -141,623 -60%
TMAM
433
Tokio Marine Asset Management
Japan
$22.8M -$1.99M -7,876 -8%
FCH
434
Freestone Capital Holdings
Washington
$22.8M +$3.52M +13,938 +17%
EMPI
435
Elo Mutual Pension Insurance
Finland
$22.8M -$93.1K -369 -0.4%
O
436
Ossiam
France
$22.5M +$19.3M +76,604 +419%
NAM
437
NorthCrest Asset Manangement
Minnesota
$22.4M -$2.28M -9,037 -9%
PFPT
438
Pinnacle Financial Partners (Tennessee)
Tennessee
$22.3M -$9.7M -38,480 -29%
DWP
439
Daymark Wealth Partners
Ohio
$21.9M +$382K +1,515 +2%
CGH
440
Crossmark Global Holdings
Texas
$21.8M -$11.4M -45,251 -33%
JG
441
Jain Global
New York
$21.8M -$33.7M -133,510 -59%
MFIM
442
Mesirow Financial Investment Management
Illinois
$21.8M +$292K +1,156 +1%
ZIM
443
Zacks Investment Management
Illinois
$21.6M -$11M -43,554 -32%
CI
444
Capital International
California
$21.5M +$7.03M +27,876 +44%
WP
445
Waycross Partners
Kentucky
$21.5M +$505K +2,002 +2%
AG
446
AIA Group
Hong Kong
$21.4M +$12.8M +50,889 +129%
HTC
447
Haverford Trust Company
Pennsylvania
$21.4M +$582K +2,306 +3%
GAM
448
Generali Asset Management
Italy
$21.3M +$1.68M +6,663 +8%
TF
449
Talbot Financial
Washington
$21.2M +$2.69M +10,664 +14%
BFO
450
Boston Family Office
Massachusetts
$21.1M -$186K -739 -0.8%

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.