We are live on ! Find out more
CRM icon

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
KA
701
Kintegral Advisory
New York
$8.12M -$38.6K -153 -0.4%
TFIPS
702
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.04M +$234K +926 +3%
DWM
703
Diversify Wealth Management
Utah
$8.03M +$307K +1,217 +4%
SWP
704
Stratos Wealth Partners
Ohio
$8.02M +$376K +1,489 +5%
VFA
705
Valeo Financial Advisors
Indiana
$8.02M -$112K -443 -1%
EF
706
Empirical Finance
Pennsylvania
$8M +$81.5K +323 +1%
AHC
707
Adell Harriman & Carpenter
Texas
$7.96M -$845K -3,352 -9%
YC
708
Yarbrough Capital
Tennessee
$7.94M -$7.94M -31,467 -48%
HPIA
709
Hamilton Point Investment Advisors
North Carolina
$7.93M +$8.42M +33,390 New
DWM
710
Dakota Wealth Management
Florida
$7.91M +$717K +2,843 +9%
HFS
711
Hantz Financial Services
Michigan
$7.87M -$904K -3,585 -10%
PTC
712
Philadelphia Trust Company
Pennsylvania
$7.84M +$99.4K +394 +1%
GVAG
713
Great Valley Advisor Group
Delaware
$7.84M -$3.59M -14,234 -30%
NAMM
714
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.81M +$58K +230 +0.7%
RWA
715
River Wealth Advisors
Pennsylvania
$7.79M -$174K -688 -2%
NG
716
Norden Group
Utah
$7.78M +$6.73M +26,674 +433%
TCM
717
Thames Capital Management
New Jersey
$7.75M
HCM
718
Harvey Capital Management
Florida
$7.73M +$1.24M +4,905 +18%
Bessemer Group
719
Bessemer Group
New Jersey
$7.73M +$536K +2,124 +7%
SIM
720
Seaview Investment Managers
Florida
$7.65M -$2.07M -8,196 -20%
OAM
721
Oppenheimer Asset Management
New York
$7.64M -$11.3M -44,943 -58%
LFAS
722
Level Four Advisory Services
Texas
$7.54M +$58.3K +231 +0.7%
FC
723
FORA Capital
Florida
$7.52M -$2.3M -9,100 -22%
BJL
724
Brighton Jones LLC
Washington
$7.51M -$132K -525 -2%
VF
725
Virtu Financial
New York
$7.46M +$7.01M +27,808 +754%

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.