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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
EAM
451
EULAV Asset Management
Florida
$21.1M +$10.5M +41,500 +87%
FIA
452
Foundations Investment Advisors
Arizona
$21M +$2.53M +10,041 +13%
MIF
453
Mediolanum International Funds
Ireland
$20.9M -$15.2M -60,338 -41%
WIM
454
Weitz Investment Management
Nebraska
$20.7M
DIA
455
Davidson Investment Advisors
Montana
$20.7M +$881K +3,494 +4%
AAB
456
ABN AMRO Bank
Netherlands
$20.6M +$13.5M +53,498 +162%
DP
457
Dundas Partners
United Kingdom
$20.2M +$21.5M +85,152 New
BBA
458
Baader Bank Aktiengesellschaft
Germany
$20.2M +$2.26M +8,972 +12%
TAM
459
Tocqueville Asset Management
New York
$20.1M -$578K -2,293 -3%
AIMCA
460
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$20M +$9.18M +36,400 +76%
P
461
&Partners
Tennessee
$19.8M +$1.66M +6,570 +9%
BCM
462
Brookstone Capital Management
Illinois
$19.7M +$8.34M +33,060 +66%
CP
463
Cumberland Partners
Ontario, Canada
$19.5M -$994K -3,941 -5%
CPCPP
464
Canada Post Corporation Pension Plan
Canada
$19.4M +$11.4M +45,031 +131%
BEI
465
Benjamin Edwards Inc
Missouri
$19.3M +$2.67M +10,590 +15%
VIM
466
Vinva Investment Management
Australia
$19.3M +$3.96M +15,719 +25%
VWM
467
Valley Wealth Managers
New Jersey
$19.2M +$20.4M +81,049 New
NC
468
NZS Capital
Colorado
$19.2M +$4.18M +16,593 +26%
ONB
469
Old National Bancorp
Indiana
$19M +$2.92M +11,572 +17%
MIA
470
MMBG Investment Advisors
Florida
$18.9M +$1.52M +6,045 +8%
TCM
471
Tran Capital Management
California
$18.9M -$3.14M -12,458 -14%
SWIG
472
Strategic Wealth Investment Group
Kentucky
$18.8M +$19.2M +76,175 +2,273%
SVCP
473
Silicon Valley Capital Partners
California
$18.8M +$4.14M +16,426 +26%
BCI
474
Brinker Capital Investments
Pennsylvania
$18.8M -$2.12M -8,394 -10%
RMA
475
Roffman Miller Associates
Pennsylvania
$18.8M +$617K +2,448 +3%

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.