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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
GIC
826
GFI Investment Counsel
Ontario, Canada
$5.53M +$12.1K +48 +0.2%
QPWM
827
Quadrant Private Wealth Management
Pennsylvania
$5.49M +$1.09M +4,306 +23%
Twin Tree Management
828
Twin Tree Management
Texas
$5.45M -$4.71M -18,681 -45%
QCG
829
Quadrant Capital Group
Ohio
$5.44M +$352K +1,395 +6%
BP
830
Ballentine Partners
Massachusetts
$5.43M -$123K -486 -2%
IA
831
IFP Advisors
Florida
$5.43M +$854K +3,386 +17%
EIA
832
Eastover Investment Advisors
North Carolina
$5.41M -$187K -743 -3%
IB
833
Iyo Bank
Japan
$5.38M +$2.06M +8,180 +56%
BIAS
834
Beacon Investment Advisory Services
New Jersey
$5.35M -$358K -1,419 -6%
HIM
835
Hillsdale Investment Management
Ontario, Canada
$5.34M +$3.16M +12,530 +125%
JWCA
836
J.W. Cole Advisors
Florida
$5.34M -$508K -2,014 -8%
VVP
837
Venture Visionary Partners
Ohio
$5.34M +$43.1K +171 +0.8%
SC
838
Sawyer & Company
Massachusetts
$5.29M +$52.5K +208 +1%
SWM
839
Selective Wealth Management
Virginia
$5.28M -$137K -544 -2%
CA
840
Continuum Advisory
Idaho
$5.27M +$515K +2,043 +10%
MM
841
Meridian Management
Arkansas
$5.25M +$129K +512 +2%
S
842
SignatureFD
Georgia
$5.19M +$137K +545 +3%
CI
843
Ceera Investments
Texas
$5.17M -$275K -1,090 -5%
NP
844
NorthRock Partners
Minnesota
$5.15M +$1.05M +4,159 +24%
YIA
845
YHB Investment Advisors
Connecticut
$5.15M -$49.7K -197 -0.9%
GM
846
GeoWealth Management
Illinois
$5.1M +$1.36M +5,383 +33%
DWT
847
Dorsey & Whitney Trust
South Dakota
$5.09M +$1.02M +4,033 +23%
AA
848
ALPS Advisors
Colorado
$5.08M +$2.68M +10,633 +98%
LTAS
849
Linden Thomas Advisory Services
North Carolina
$5.08M +$112K +445 +2%
B
850
Bailard
California
$5.07M +$459K +1,820 +9%

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.