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
Capstone Investment Advisors
476
Capstone Investment Advisors
New York
$18.7M +$3.36M +13,340 +20%
CA
477
Clearstead Advisors
Ohio
$18.5M +$206K +817 +1%
FLPIM
478
F.L. Putnam Investment Management
Massachusetts
$18.5M -$978K -3,879 -5%
NAMA
479
Nikko Asset Management Americas
New York
$18.4M -$4.19M -16,630 -18%
QP
480
Quilter Plc
United Kingdom
$18.3M -$44.1M -175,002 -69%
UB
481
UMB Bank
Missouri
$18.2M -$216K -855 -1%
AIM
482
ARK Investment Management
Florida
$18M +$1.26M +4,987 +7%
CGPCS
483
Capital Group Private Client Services
California
$18M -$50.3M -199,466 -72%
PCMC
484
Paragon Capital Management (Colorado)
Colorado
$17.9M -$126K -500 -0.7%
KPWS
485
Kestra Private Wealth Services
Texas
$17.9M -$82.2K -326 -0.4%
MSU
486
Mizuho Securities USA
New York
$17.8M +$838K +3,322 +5%
DKCM
487
Davidson Kempner Capital Management
New York
$17.8M -$6.31M -25,000 -25%
FVWA
488
Foster Victor Wealth Advisors
South Carolina
$17.5M +$3.41M +13,509 +23%
AHB
489
Abner Herrman & Brock
New Jersey
$17.2M -$1.32M -5,223 -7%
TCOV
490
Trust Company of Vermont
Vermont
$17.1M +$4.33M +17,158 +31%
BPA
491
Beacon Pointe Advisors
California
$17.1M +$3.08M +12,212 +20%
NA
492
NewEdge Advisors
Louisiana
$17.1M -$6.24M -24,743 -26%
GHA
493
GW Henssler & Associates
Georgia
$17M +$818K +3,242 +5%
SIA
494
Sit Investment Associates
Minnesota
$17M -$2.77M -10,977 -13%
SI
495
Sora Investors
Pennsylvania
$16.9M -$2.39M -9,465 -12%
TS
496
Triglav Skladi
Slovenia
$16.9M +$3.91M +15,504 +28%
AAF
497
Andra AP-fonden
Sweden
$16.9M -$26M -103,000 -59%
Verition Fund Management
498
Verition Fund Management
Connecticut
$16.8M +$2.1M +8,308 +13%
WT
499
Washington Trust
Rhode Island
$16.8M -$70.9K -281 -0.4%
IMRF
500
Illinois Municipal Retirement Fund
Illinois
$16.8M -$1.7M -6,733 -9%

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.