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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
KWM
601
Kingsview Wealth Management
Oregon
$11.1M -$29.9M -118,559 -72%
FT
602
Fiduciary Trust
Massachusetts
$11.1M +$586K +2,324 +5%
CG
603
Caprock Group
Idaho
$11M +$10.8M +42,976 New
MSRPS
604
Maryland State Retirement & Pension System
Maryland
$11M +$272K +1,078 +2%
AF
605
Allworth Financial
California
$11M -$1.57M -6,240 -12%
AFG
606
Albion Financial Group
Utah
$11M +$446K +1,768 +4%
BFS
607
Bradley Foster & Sargent
Connecticut
$10.9M -$947K -3,754 -8%
SAM
608
Securian Asset Management
Minnesota
$10.9M -$999K -3,963 -8%
ICM
609
Invenomic Capital Management
Massachusetts
$10.8M +$6.74M +26,706 +140%
KFP
610
KMG Fiduciary Partners
Ohio
$10.8M +$553K +2,192 +5%
BFA
611
Bragg Financial Advisors
North Carolina
$10.8M +$819K +3,248 +8%
ACA
612
Aptus Capital Advisors
Alabama
$10.7M +$7.42M +29,423 +186%
MIC
613
Maxi Investments CY
Cyprus
$10.7M +$3.25M +12,900 +40%
VLKIM
614
Van Lanschot Kempen Investment Management
Netherlands
$10.7M +$639K +2,532 +6%
SSA
615
Schonfeld Strategic Advisors
New York
$10.6M -$141K -561 -1%
TP
616
TenCore Partners
New York
$10.6M
AUB
617
Atlantic Union Bankshares
Virginia
$10.6M -$2.62M -10,392 -19%
SCM
618
Shelton Capital Management
Colorado
$10.5M -$140K -556 -1%
SG
619
Sienna Gestion
France
$10.5M
AAMU
620
APG Asset Management US
New York
$10.5M +$2.64M +10,467 +31%
WCMN
621
Westchester Capital Management (Nebraska)
Nebraska
$10.5M -$84K -333 -0.7%
NRS
622
Neville Rodie & Shaw
New York
$10.4M -$4.06M -16,117 -27%
CDDEC
623
Caisse Des Depots Et Consignations
France
$10.4M +$1.92M +7,610 +21%
CCM
624
Channing Capital Management
Illinois
$10.4M +$835K +3,310 +8%
CCM
625
Coldstream Capital Management
Washington
$10.3M -$202K -802 -2%

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.