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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
WFG
726
Wormser Freres Gestion
France
$7.41M +$278K +1,101 +4%
IIM
727
Intact Investment Management
Quebec, Canada
$7.39M +$1.84M +7,300 +31%
AAM
728
Advisors Asset Management
Colorado
$7.36M +$880K +3,491 +13%
LMIM
729
Lockheed Martin Investment Management
Maryland
$7.36M +$80.7K +320 +1%
SWM
730
Sendero Wealth Management
Texas
$7.34M +$2.83M +11,217 +57%
SIM
731
Stratos Investment Management
Ohio
$7.34M +$336K +1,332 +4%
WSFS
732
Wilmington Savings Fund Society
Delaware
$7.31M -$1.81M -7,175 -19%
DA
733
Dillon & Associates
Michigan
$7.24M -$49.7K -197 -0.6%
CP
734
CenterBook Partners
Connecticut
$7.23M -$8.18M -32,448 -52%
IPAM
735
ICICI Prudential Asset Management
India
$7.23M +$1.65M +6,550 +27%
NMIMC
736
Northwestern Mutual Investment Management Company
Wisconsin
$7.22M -$34.8K -138 -0.5%
KeyBank National Association
737
KeyBank National Association
Ohio
$7.18M -$251K -997 -3%
AI
738
Atom Investors
Texas
$7.16M -$6.4M -25,363 -46%
ATPW
739
Ashton Thomas Private Wealth
Arizona
$7.15M +$2.97M +11,777 +64%
SL
740
Siren LLC
Connecticut
$7.13M +$1.89M +7,500 +33%
LNWWM
741
Laird Norton Wetherby Wealth Management
California
$7.13M +$308K +1,220 +4%
TA
742
Trivest Advisors
Hong Kong
$7.11M +$7.57M +30,000 New
SAM
743
Sompo Asset Management
Japan
$7.08M -$149K -592 -2%
MC
744
Machina Capital
France
$7.07M +$4.2M +16,636 +126%
SHGA
745
Sand Hill Global Advisors
California
$7.07M -$87.3K -346 -1%
SCA
746
Snowden Capital Advisors
New York
$7.05M -$462K -1,833 -6%
MR
747
Munich Reinsurance
$6.99M +$7.44M +29,505 New
HAG
748
HighPoint Advisor Group
Illinois
$6.98M +$510K +2,023 +7%
OTL
749
Oak Thistle LLC
New York
$6.95M +$3.86M +15,301 +109%
ACM
750
Advisors Capital Management
New Jersey
$6.88M +$124K +491 +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.