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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
KRSITF
801
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.82M -$144K -570 -2%
FM
802
Family Management
New York
$5.82M +$207K +820 +3%
CF
803
Cantor Fitzgerald
New York
$5.82M +$4.82M +19,096 +349%
GCM
804
Graham Capital Management
Connecticut
$5.81M +$155K +616 +3%
CSP
805
Cary Street Partners
Virginia
$5.79M -$4.9M -19,410 -44%
SPC
806
Sigma Planning Corp
Michigan
$5.78M +$97.6K +387 +2%
JIC
807
Johnson Investment Counsel
Ohio
$5.78M -$45.6K -181 -0.7%
VST
808
Van Strum & Towne
California
$5.77M +$318K +1,260 +5%
WS
809
Wedbush Securities
California
$5.75M -$497K -1,969 -8%
KHLMTHM
810
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.73M
TC
811
Triavera Capital
California
$5.71M
N
812
Numerai
California
$5.69M -$2.41M -9,552 -28%
SAM
813
SP Asset Management
California
$5.68M -$226K -896 -4%
PWS
814
Peloton Wealth Strategists
Indiana
$5.66M -$164K -650 -3%
M
815
Mirova
France
$5.64M +$102K +404 +2%
BBHC
816
Brown Brothers Harriman & Co
New York
$5.64M +$574K +2,277 +11%
MHIP
817
Mountain Hill Investment Partners
New Jersey
$5.63M +$6M +23,771 New
MOS
818
MGO One Seven
Ohio
$5.62M -$1.72M -6,803 -22%
BWP
819
Burling Wealth Partners
Illinois
$5.62M +$342K +1,355 +6%
ET
820
Entropy Technologies
New York
$5.59M -$6.1M -24,174 -51%
PSC
821
Prentiss Smith & Co
Vermont
$5.58M -$46.4K -184 -0.8%
Wolverine Trading
822
Wolverine Trading
Illinois
$5.55M +$4.06M +16,098 +246%
IWC
823
Integrated Wealth Concepts
Massachusetts
$5.54M -$635K -2,517 -10%
AG
824
Ascent Group
Virginia
$5.54M +$2.19M +8,693 +59%
ECM
825
ExodusPoint Capital Management
New York
$5.53M -$7.26M -28,802 -55%

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.