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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
MPWT
676
MassMutual Private Wealth & Trust
Connecticut
$8.79M +$708K +2,809 +8%
EH
677
Equitable Holdings
New York
$8.78M +$1.53M +6,065 +20%
JC
678
Jacobs & Co
California
$8.75M +$1.01M +3,999 +12%
CIA
679
Concurrent Investment Advisors
Florida
$8.73M -$479K -1,900 -3%
PS
680
Principal Securities
Iowa
$8.7M +$10.8K +43 +0.1%
MCM
681
MAI Capital Management
Ohio
$8.67M -$399K -1,583 -4%
PIM
682
Plato Investment Management
Australia
$8.64M +$1.09M +4,331 +13%
SB
683
Simmons Bank
Arkansas
$8.58M +$480K +1,903 +6%
PA
684
Pinnacle Associates
New York
$8.55M +$224K +887 +3%
LOAMS
685
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.54M -$2.54M -10,079 -22%
HBCM
686
Heron Bay Capital Management
Michigan
$8.5M +$4.24M +16,792 +88%
MK
687
MASTERINVEST Kapitalanlage
$8.5M +$1.42M +5,619 +19%
HVIA
688
Hudson Valley Investment Advisors
New York
$8.46M +$31K +123 +0.3%
ECM
689
Evergreen Capital Management
Washington
$8.45M -$48.4K -192 -0.5%
AC
690
Allstate Corporation
Illinois
$8.39M +$8.45M +33,486 +1,761%
TAMH
691
Taikang Asset Management (HK)
Hong Kong
$8.35M +$3.23M +12,790 +57%
BFG
692
Bleakley Financial Group
New Jersey
$8.34M -$1.5M -5,942 -14%
IC
693
Iconiq Capital
California
$8.33M -$696K -2,760 -7%
CWP
694
CFM Wealth Partners
Texas
$8.31M -$2.04M -8,103 -19%
ACM
695
Alight Capital Management
New York
$8.29M -$8.83M -35,000 -50%
BONST
696
Bank of Nova Scotia Trust
Ontario, Canada
$8.27M +$348K +1,378 +4%
TIAA Trust, National Association
697
TIAA Trust, National Association
North Carolina
$8.25M -$20.1M -79,848 -70%
NCM
698
Novare Capital Management
North Carolina
$8.21M +$1.01K +4 +0%
DC
699
Davenport & Co
Virginia
$8.16M +$2.23M +8,858 +35%
WT
700
Whittier Trust
California
$8.16M -$1.35M -5,334 -14%

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.