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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
OL
951
Optas LLC
Texas
$3.83M -$121K -479 -3%
DAS
952
Diversify Advisory Services
Utah
$3.83M +$660K +2,618 +22%
AFA
953
Arlington Financial Advisors
California
$3.82M +$141K +560 +4%
AAM
954
Azzad Asset Management
Virginia
$3.8M +$129K +512 +3%
KFBMI
955
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.79M
CCM
956
Condor Capital Management
New Jersey
$3.79M -$12.6K -50 -0.3%
AAP
957
Arax Advisory Partners
Colorado
$3.76M +$2.43M +9,617 +154%
JGCM
958
Joseph Group Capital Management
Ohio
$3.76M +$762K +3,021 +24%
SWP
959
Sagespring Wealth Partners
Tennessee
$3.75M -$317K -1,257 -7%
WAOTB
960
Wealth Advisors of Tampa Bay
Florida
$3.74M +$32.8K +130 +0.8%
AWM
961
Avior Wealth Management
Nebraska
$3.74M -$193K -767 -5%
AF
962
Arrow Financial
New York
$3.72M -$31.5K -125 -0.8%
MAS
963
Meeder Advisory Services
Ohio
$3.71M -$372K -1,473 -9%
SAI
964
Systematic Alpha Investments
New Jersey
$3.7M
CIG
965
Cullen Investment Group
Louisiana
$3.7M +$206K +818 +6%
WPC
966
Wedmont Private Capital
Pennsylvania
$3.69M -$315K -1,247 -7%
FFA
967
Fragasso Financial Advisors
Pennsylvania
$3.69M -$149K -589 -4%
DLCIG
968
D.L. Carlson Investment Group
New Hampshire
$3.68M -$23.5K -93 -0.6%
GIC
969
Generali Investments CEE
Czech Republic
$3.68M -$99.1K -393 -2%
CFO
970
Callan Family Office
Pennsylvania
$3.66M -$737K -2,922 -16%
ES
971
Eagle Strategies
New York
$3.63M +$1.4M +5,568 +57%
FIB
972
First Interstate Bank
Montana
$3.63M -$98.6K -391 -2%
BDL
973
Bey-Douglas LLC
Georgia
$3.61M -$1.36M -5,377 -26%
CCA
974
Checchi Capital Advisers
California
$3.59M -$306K -1,215 -7%
SC
975
Sepio Capital
Utah
$3.58M +$63.3K +251 +2%

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.