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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
GWM
926
Geneos Wealth Management
Colorado
$4.11M -$791K -3,138 -15%
GIA
927
Gladstone Institutional Advisory
Florida
$4.1M -$1.44M -5,697 -25%
HBT
928
Hills Bank & Trust
Iowa
$4.09M -$120K -476 -3%
VA
929
VestGen Advisors
Illinois
$4.09M -$1.01M -4,014 -19%
HW
930
Hancock Whitney
Mississippi
$4.08M -$576K -2,283 -12%
LW
931
Linscomb Wealth
Texas
$4.07M +$176K +696 +4%
LP
932
LMR Partners
United Kingdom
$4.04M +$4.3M +17,034 New
PAM
933
Pegasus Asset Management
New York
$4.03M +$79.2K +314 +2%
CT
934
Caldwell Trust
Florida
$4.03M -$263K -1,044 -6%
SCM
935
Sterling Capital Management
North Carolina
$4M -$4.87M -19,318 -53%
ACM
936
Aljian Capital Management
Nevada
$3.99M +$80.5K +319 +2%
GMFG
937
Greater Midwest Financial Group
Minnesota
$3.99M -$1.87M -7,405 -31%
RWA
938
Roberts Wealth Advisors
California
$3.97M +$74.4K +295 +2%
SCP
939
Sandhill Capital Partners
New York
$3.96M -$21.9K -87 -0.5%
PCM
940
Parsons Capital Management
Rhode Island
$3.96M +$114K +451 +3%
FHA
941
Flagship Harbor Advisors
Massachusetts
$3.95M -$435K -1,723 -9%
OHIS
942
Oak Harvest Investment Services
Texas
$3.94M -$321K -1,271 -7%
SAM
943
Secure Asset Management
Michigan
$3.91M +$1.74M +6,897 +71%
SC
944
SouthState Corp
Florida
$3.91M -$174K -689 -4%
JHCP
945
Jackson Hole Capital Partners
Oklahoma
$3.89M +$290K +1,149 +8%
HWAM
946
Hennion & Walsh Asset Management
New Jersey
$3.88M +$134K +532 +3%
EDRH
947
Edmond de Rothschild Holding
Switzerland
$3.86M +$130K +516 +3%
IRAG
948
Investment Research & Advisory Group
Georgia
$3.84M +$240K +951 +6%
GC
949
Garde Capital
Washington
$3.84M -$80.5K -319 -2%
AIM
950
Aigen Investment Management
New York
$3.84M +$2.28M +9,054 +127%

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.