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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
CCMG
901
Clark Capital Management Group
Pennsylvania
$4.36M +$571K +2,264 +14%
WTC
902
WhitTier Trust Company
Nevada
$4.35M -$337K -1,337 -7%
NGA
903
Naples Global Advisors
Florida
$4.33M +$948K +3,760 +26%
AC
904
Asio Capital
Kentucky
$4.32M -$1.91M -7,561 -29%
VIA
905
Vickerman Investment Advisors
Washington
$4.32M +$609K +2,413 +15%
SCP
906
Stamos Capital Partners
California
$4.32M +$1.01M +4,009 +28%
BHCM
907
Brevan Howard Capital Management
Jersey
$4.31M -$28.1M -111,593 -86%
CF
908
Centaurus Financial
California
$4.3M +$791K +3,138 +21%
PP
909
Paloma Partners
Connecticut
$4.25M +$633K +2,511 +16%
TCCM
910
Timber Creek Capital Management
Massachusetts
$4.25M -$18.2K -72 -0.4%
BHB
911
Bank Hapoalim BM
Israel
$4.25M -$1.35M -5,348 -23%
LA
912
LM Advisors
California
$4.24M -$59K -234 -1%
FTWA
913
Fifth Third Wealth Advisors
Ohio
$4.21M -$55.5K -220 -1%
MIC
914
Means Investment Company
Maine
$4.2M -$755K -2,993 -14%
TE
915
Tema ETFs
New York
$4.2M +$4.47M +17,711 New
AFG
916
Atomi Financial Group
New York
$4.18M -$408K -1,616 -8%
SF
917
Symphony Financial
Texas
$4.15M -$1.21M -4,781 -22%
FMI
918
F/M Investments
District of Columbia
$4.15M -$100K -397 -2%
SS
919
SBI Securities
Japan
$4.14M -$209K -827 -5%
RWM
920
RBA Wealth Management
California
$4.14M +$144K +569 +3%
HIC
921
Hartline Investment Corp
Illinois
$4.14M -$340K -1,349 -7%
MWM
922
Mission Wealth Management
California
$4.13M -$1.74M -6,916 -28%
FGP
923
Foyston, Gordon, & Payne
Ontario, Canada
$4.13M +$4.39M +17,418 New
ZCI
924
Zevenbergen Capital Investments
Washington
$4.12M
CIC
925
Concord Investment Counsel
California
$4.12M +$4.38M +17,370 New

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.