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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
FCM
776
Fortis Capital Management
Washington
$6.21M +$616K +2,441 +10%
Parallax Volatility Advisers
777
Parallax Volatility Advisers
California
$6.2M +$6.6M +26,163 New
RWM
778
Revisor Wealth Management
Ohio
$6.17M -$21.9K -87 -0.3%
CTC
779
Central Trust Company
Missouri
$6.16M -$550K -2,180 -8%
FFA
780
Farther Finance Advisors
California
$6.14M +$696K +2,759 +12%
MSA
781
MUFG Securities Americas
New York
$6.11M +$1.14M +4,515 +21%
OAM
782
Occidental Asset Management
California
$6.09M +$2.89M +11,462 +80%
SF
783
Summit Financial
New Jersey
$6.06M +$2.27M +9,019 +55%
EPIM
784
Evelyn Partners Investment Management
$6.05M -$151K -597 -2%
WI
785
Wahed Invest
New York
$6.04M +$29.8K +118 +0.5%
EWM
786
Evercore Wealth Management
New York
$6.02M -$148K -586 -2%
CCM
787
Cohen Capital Management
California
$6.01M +$131K +520 +2%
VT
788
Vise Technologies
New York
$6M -$415K -1,647 -6%
CYG
789
Clean Yield Group
Vermont
$5.97M +$482K +1,911 +8%
VSQM
790
V-Square Quantitative Management
Illinois
$5.97M +$190K +754 +3%
MWM
791
Meridian Wealth Management
Kentucky
$5.97M +$363K +1,438 +6%
QFA
792
Quattro Financial Advisors
Texas
$5.92M
PTB
793
Pioneer Trust Bank
Oregon
$5.92M +$142K +565 +2%
SWA
794
SFMG Wealth Advisors
Texas
$5.92M +$459K +1,821 +8%
VCM
795
Vision Capital Management
Oregon
$5.89M -$111K -440 -2%
CRB
796
Chad R. Baker
$5.87M +$1.83M +7,250 +41%
Envestnet Portfolio Solutions
797
Envestnet Portfolio Solutions
Illinois
$5.87M -$2.18M -8,661 -26%
ST
798
Spinnaker Trust
Maine
$5.85M +$11.6K +46 +0.2%
FNT
799
First National Trust
Pennsylvania
$5.83M -$513K -2,035 -8%
SFI
800
Siemens Fonds Invest
Germany
$5.83M -$167K -662 -3%

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.