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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
KHLMVGHM
501
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$16.6M
PAG
502
Private Advisor Group
New Jersey
$16.5M -$2.3M -9,103 -12%
Simplex Trading
503
Simplex Trading
Illinois
$16.5M +$17.5M +69,505 New
GWM
504
GDS Wealth Management
Texas
$16.4M +$816K +3,237 +5%
OA
505
Oak Associates
Ohio
$16.2M +$11.5M +45,691 +200%
SAM
506
Silvercrest Asset Management
New York
$16.2M -$129M -510,224 -88%
GAM
507
Gotham Asset Management
New York
$16.2M +$8.04M +31,894 +88%
SI
508
Sava Infond
Slovenia
$16.1M +$136K +540 +0.8%
OCM
509
One Capital Management
California
$16.1M +$1.39M +5,531 +9%
SI
510
Stephens Inc
Arkansas
$16.1M -$9.52M -37,760 -36%
WIA
511
World Investment Advisors
California
$16.1M -$177K -700 -1%
BCM
512
Benchstone Capital Management
New York
$16M -$11.1M -44,178 -40%
PA
513
Parallel Advisors
California
$15.9M -$131K -519 -0.8%
QC
514
Quadrature Capital
United Kingdom
$15.9M -$29.4M -116,538 -63%
Nomura Holdings
515
Nomura Holdings
Japan
$15.9M +$5.75M +22,814 +52%
CFB
516
Cullen/Frost Bankers
Texas
$15.8M -$5.22M -20,686 -24%
NEI
517
Northwest & Ethical Investments
Ontario, Canada
$15.8M -$2.13M -8,462 -11%
WA
518
Waverly Advisors
Alabama
$15.8M +$1.44M +5,719 +9%
BFIM
519
Beese Fulmer Investment Management
Ohio
$15.8M -$48.9K -194 -0.3%
OPCM
520
Osborne Partners Capital Management
California
$15.7M +$602K +2,386 +4%
AF
521
Avanza Fonder
Sweden
$15.7M +$772K +3,059 +5%
PAI
522
Pittenger & Anderson Inc
Nebraska
$15.6M -$5.03M -19,958 -23%
TWC
523
TD Waterhouse Canada
Ontario, Canada
$15.6M +$1.56M +6,198 +10%
DA
524
Dash Acquisitions
California
$15.6M -$878K -3,482 -5%
DF
525
DNCA Finance
France
$15.5M +$7.79M +30,900 +89%

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.