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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
ITC
976
Inspire Trust Company
Nevada
$3.58M +$757K +3,000 +25%
ITFISA
977
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$3.57M -$148K -588 -4%
TCOT
978
Trust Company of Toledo
Ohio
$3.56M +$11.3K +45 +0.3%
SC
979
Savant Capital
Illinois
$3.56M +$229K +906 +6%
MCB
980
Morton Community Bank
Illinois
$3.56M +$675K +2,678 +24%
FAM
981
Fred Alger Management
New York
$3.55M +$11.3K +45 +0.3%
CWI
982
Conscious Wealth Investments
Florida
$3.54M +$321K +1,271 +10%
WBC
983
Westpac Banking Corp
Australia
$3.54M +$253K +1,002 +7%
MIC
984
Mubadala Investment Company
United Arab Emirates
$3.54M +$3.77M +14,947 New
CWP
985
Cyndeo Wealth Partners
Florida
$3.53M -$80.7K -320 -2%
NIM
986
Nicollet Investment Management
Minnesota
$3.52M -$121K -479 -3%
LWANC
987
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.49M +$545K +2,162 +17%
CA
988
CSM Advisors
Pennsylvania
$3.48M -$8.29M -32,877 -69%
LNB
989
Ledyard National Bank
$3.48M -$221K -875 -6%
BFW
990
Brady Family Wealth
Missouri
$3.44M -$667K -2,644 -15%
CA
991
Cullinan Associates
Kentucky
$3.44M -$782K -3,100 -18%
CM
992
Corvex Management
New York
$3.44M +$3.66M +14,500 New
WIC
993
Woodmont Investment Counsel
Tennessee
$3.44M -$1.19M -4,711 -25%
WP
994
WealthShield Partners
North Carolina
$3.41M +$889K +3,525 +32%
NB
995
NBT Bank
New York
$3.4M +$43.4K +172 +1%
HZ
996
Hixon Zuercher
Ohio
$3.4M -$10.8K -43 -0.3%
WMA
997
West Michigan Advisors
Michigan
$3.39M +$225K +892 +7%
HT
998
HAP Trading
New York
$3.39M +$582K +2,308 +19%
MA
999
Modus Advisors
Minnesota
$3.38M -$238K -944 -6%
MJP
1000
Michael J. Puzo
$3.38M +$201K +796 +6%

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.