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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
PAS
751
Park Avenue Securities
New York
$6.87M -$1.24M -4,912 -14%
LI
752
Louisbourg Investments
New Brunswick, Canada
$6.78M +$1.93M +7,645 +26%
MFG
753
Merit Financial Group
Georgia
$6.78M -$1.49M -5,918 -17%
MHC
754
Meyer Handelman Company
New York
$6.75M -$571K -2,265 -7%
WAM
755
Wolverine Asset Management
Illinois
$6.69M +$1.81M +7,192 +34%
ATC
756
Argent Trust Co
Tennessee
$6.67M +$286K +1,133 +4%
AWM
757
Apollon Wealth Management
South Carolina
$6.66M -$198K -785 -3%
ZIG
758
Zuckerman Investment Group
Illinois
$6.64M +$7.07M +28,015 New
FNT
759
First Nebraska Trust
Nebraska
$6.64M +$11.9K +47 +0.2%
MWM
760
Marietta Wealth Management
Georgia
$6.6M +$338K +1,341 +5%
MWM
761
Modera Wealth Management
New Jersey
$6.57M +$30.8K +122 +0.4%
AF
762
Ally Financial
Michigan
$6.52M
KIA
763
Knollwood Investment Advisory
Maryland
$6.5M -$10.8K -43 -0.2%
RP
764
Regal Partners
Australia
$6.5M +$6.92M +27,430 New
GCM
765
Gibraltar Capital Management
Oklahoma
$6.46M +$6.87M +27,255 New
SC
766
SummitTX Capital
Texas
$6.45M +$6.33M +25,115 +1,196%
CWM
767
CMH Wealth Management
New Hampshire
$6.44M -$79.2K -314 -1%
CK
768
Cohen Klingenstein
New York
$6.4M -$70.6K -280 -1%
TCA
769
Trifecta Capital Advisors
Illinois
$6.4M +$121K +480 +2%
SPG
770
Strategic Planning Group
Utah
$6.38M +$2.69M +10,665 +66%
BG
771
BDF Gestion
France
$6.3M -$1.39M -5,530 -17%
PC
772
Promethos Capital
Massachusetts
$6.28M +$2.12M +8,417 +47%
LDB
773
Lee, Danner & Bass
Tennessee
$6.25M +$1.68M +6,667 +34%
RDWM
774
Red Door Wealth Management
Tennessee
$6.24M +$405K +1,606 +6%
DJSG
775
D.J. St. Germain
Massachusetts
$6.21M +$5.04K +20 +0.1%

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.