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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
NFSG
876
Newbridge Financial Services Group
Florida
$4.69M -$557K -2,210 -10%
RIM
877
Rakuten Investment Management
Japan
$4.69M +$4.36M +17,290 New
PWP
878
Private Wealth Partners
California
$4.66M +$36.3K +144 +0.7%
RPI
879
Railway Pension Investments
United Kingdom
$4.65M +$1.99M +7,900 +68%
GRP
880
Global Retirement Partners
California
$4.64M +$790K +3,133 +19%
BIP
881
Bouvel Investment Partners
Pennsylvania
$4.64M -$29.8K -118 -0.6%
SMH
882
Sanders Morris Harris
Texas
$4.64M +$2.29M +9,061 New
DRS
883
Deane Retirement Strategies
Louisiana
$4.63M +$4.92M +19,518 New
DT
884
Diversified Trust
Tennessee
$4.63M -$2.08M -8,246 -30%
DAS
885
Dynamic Advisor Solutions
Arizona
$4.62M -$85.2K -338 -2%
ISB
886
Iowa State Bank
Iowa
$4.61M -$313K -1,240 -6%
EIM
887
Essex Investment Management
Massachusetts
$4.6M -$18.9K -75 -0.4%
CIG
888
Consolidated Investment Group
Colorado
$4.58M
CAL
889
Capital Analysts LLC
Pennsylvania
$4.55M +$135K +535 +3%
ZBNA
890
Zions Bancorporation, National Association
Utah
$4.53M -$2.43M -9,622 -33%
RCM
891
RNC Capital Management
California
$4.52M -$35.8K -142 -0.7%
WPP
892
Whalerock Point Partners
Rhode Island
$4.52M +$63.1K +250 +1%
SAM
893
Smithbridge Asset Management
Pennsylvania
$4.51M -$110K -436 -2%
OAM
894
Ostrum Asset Management
France
$4.51M +$159K +629 +3%
QOP
895
Quinn Opportunity Partners
Virginia
$4.5M +$4.79M +19,000 New
FFP
896
FourThought Financial Partners
Florida
$4.5M +$466K +1,848 +11%
AG
897
AlTi Global
New York
$4.46M +$235K +932 +5%
VI
898
Vestcor Inc
New Brunswick, Canada
$4.43M -$268K -1,064 -5%
JF
899
Jericho Financial
Ohio
$4.42M +$186K +737 +4%
HCM
900
Hudson Capital Management
New Jersey
$4.41M +$349K +1,384 +8%

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.