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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
AWA
551
Arkadios Wealth Advisors
Georgia
$13.7M -$2.85M -11,301 -16%
ASC
552
Atalanta Sosnoff Capital
New York
$13.6M -$37.6M -149,280 -72%
MSE
553
MUFG Securities EMEA
United Kingdom
$13.6M +$13.7M +54,463 +1,921%
VCM
554
Voleon Capital Management
California
$13.5M +$11.8M +46,620 +444%
CAM
555
Cresset Asset Management
Illinois
$13.3M -$354K -1,403 -2%
CIS
556
Connors Investor Services
Pennsylvania
$13.3M +$64.8K +257 +0.5%
MGP
557
Metis Global Partners
California
$13.3M -$680K -2,697 -5%
EAM
558
EdenTree Asset Management
United Kingdom
$13.3M +$5.04M +20,000 +56%
HIMCH
559
Hartford Investment Management Co (HIMCO)
Connecticut
$13.3M -$470K -1,863 -3%
CBUSF
560
Construction & Building Unions Superannuation Fund
Australia
$13.1M -$24.5M -97,014 -64%
MIM
561
Marco Investment Management
Georgia
$13.1M +$36.8K +146 +0.3%
IMCOOI
562
Investment Management Corp of Ontario (IMCO)
Canada
$13.1M +$6.01M +23,823 +75%
SCA
563
Stonebridge Capital Advisors
Minnesota
$13.1M +$137K +544 +1%
ADEF
564
Adams Diversified Equity Fund
Maryland
$13M -$9.84M -39,000 -41%
GC
565
Grimes & Company
Massachusetts
$13M -$1.54M -6,088 -10%
HIP
566
HUB Investment Partners
Texas
$13M -$2.86M -11,353 -17%
BF
567
BOK Financial
Oklahoma
$13M +$3.34M +13,259 +32%
PCIA
568
Prime Capital Investment Advisors
Kansas
$12.9M -$3.5M -13,869 -20%
GIA
569
Gateway Investment Advisers
Ohio
$12.8M -$20.6M -81,554 -60%
BBA
570
BLB&B Advisors
Pennsylvania
$12.8M +$897K +3,556 +7%
MCM
571
McRae Capital Management
New Jersey
$12.7M +$134K +530 +1%
NSAM
572
North Star Asset Management
Wisconsin
$12.7M +$1.29M +5,106 +11%
QT
573
Quantbot Technologies
New York
$12.7M -$499K -1,978 -4%
CCM
574
Copeland Capital Management
Pennsylvania
$12.4M -$692K -2,745 -5%
OC
575
Oppenheimer & Co
New York
$12.4M -$1.57M -6,224 -11%

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.