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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
ETC
651
Exchange Traded Concepts
Oklahoma
$9.56M +$5.34M +21,178 +111%
SAM
652
Sawgrass Asset Management
Florida
$9.5M +$1.46M +5,789 +17%
PA
653
Profund Advisors
Maryland
$9.49M +$682K +2,704 +7%
GAI
654
General American Investors
New York
$9.48M -$5.04M -20,000 -33%
ACIM
655
Azimuth Capital Investment Management
Michigan
$9.46M -$199K -788 -2%
PA
656
Proem Advisors
Texas
$9.44M +$5.63M +22,336 +128%
MWM
657
Moran Wealth Management
Florida
$9.43M +$4.91M +19,450 +96%
SIMG
658
Sonora Investment Management Group
Arizona
$9.38M +$52.2K +207 +0.5%
DCM
659
Dupont Capital Management
Delaware
$9.35M -$1.3M -5,136 -12%
SWA
660
Stratos Wealth Advisors
Ohio
$9.27M +$1.2M +4,774 +14%
ERSOT
661
Employees Retirement System of Texas
Texas
$9.26M +$5.74M +22,758 +139%
MC
662
Moors & Cabot
Massachusetts
$9.25M -$62K -246 -0.6%
PF
663
Phoenix Financial
Israel
$9.22M -$3.67M -14,535 -27%
ET
664
Equitable Trust
Tennessee
$9.16M -$3.31M -13,118 -25%
SF
665
Synovus Financial
Georgia
$9.15M +$69.1K +274 +0.7%
LFG
666
Lazard Frères Gestion
France
$9.15M -$583K -2,312 -6%
GAM
667
Groupama Asset Management
France
$9.14M -$2.17M -8,595 -18%
AMI
668
Amica Mutual Insurance
Rhode Island
$9.04M
BZWA
669
Blue Zone Wealth Advisors
California
$9.04M +$2.89M +11,467 +43%
JMFC
670
J.M. Forbes & Co
Massachusetts
$8.95M +$115K +455 +1%
OQS
671
Occudo Quantitative Strategies
Florida
$8.94M +$2.69M +10,653 +39%
CTA
672
Chesley Taft & Associates
Illinois
$8.91M -$2.67M -10,597 -22%
Boston Partners
673
Boston Partners
Massachusetts
$8.89M +$190K +755 +2%
MGWM
674
Marks Group Wealth Management
Minnesota
$8.84M -$288K -1,141 -3%
ZDA
675
Zweig-DiMenna Associates
New York
$8.83M

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.