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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
Wells Fargo
26
Wells Fargo
California
$1.13B +$187M +741,657 +19%
Fisher Asset Management
27
Fisher Asset Management
Washington
$1.03B +$25.5M +101,191 +2%
N
28
Nuveen
North Carolina
$1.02B -$491M -1,946,544 -31%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$1B +$39.1M +155,024 +4%
Barclays
30
Barclays
United Kingdom
$990M +$71.7M +284,396 +7%
Fidelity International
31
Fidelity International
Bermuda
$982M +$407M +1,612,654 +64%
Deutsche Bank
32
Deutsche Bank
Germany
$955M +$5.84M +23,155 +0.6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$944M -$588M -2,332,421 -37%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$930M -$2.21M -8,749 -0.2%
Raymond James Financial
35
Raymond James Financial
Florida
$922M +$32.8M +130,150 +3%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$918M -$111M -441,390 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$903M +$215M +853,160 +29%
First Eagle Investment Management
38
First Eagle Investment Management
New York
$875M +$120M +475,495 +15%
Parnassus Investments
39
Parnassus Investments
California
$872M +$303M +1,203,261 +49%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$864M +$294M +1,165,263 +47%
Pictet Asset Management
41
Pictet Asset Management
Switzerland
$861M -$35.8M -141,775 -4%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$818M +$33.6M +133,319 +4%
First Trust Advisors
43
First Trust Advisors
Illinois
$797M +$174M +688,991 +26%
AllianceBernstein
44
AllianceBernstein
Tennessee
$790M +$86.5M +343,024 +11%
Franklin Resources
45
Franklin Resources
California
$762M -$961M -3,808,568 -54%
VAM
46
Veritas Asset Management
United Kingdom
$720M +$246M +975,724 +47%
VH
47
ValueAct Holdings
California
$687M
Swiss National Bank
48
Swiss National Bank
Switzerland
$653M -$38.6M -153,200 -5%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$643M -$2.89M -11,450 -0.4%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$638M +$464M +1,840,284 +216%

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.