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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
HFM
1001
Harvest Fund Management
China
$3.37M -$1.9M -7,545 -35%
GI
1002
GAMMA Investing
California
$3.36M -$321K -1,272 -8%
RWM
1003
Ritholtz Wealth Management
New York
$3.36M -$103K -410 -3%
CCM
1004
Collar Capital Management
Wisconsin
$3.36M +$3.57M +14,161 New
CAM
1005
Cozad Asset Management
Illinois
$3.33M +$132K +522 +4%
PIMJS
1006
PKO Investment Management Joint-Stock
Poland
$3.32M -$2.02M -8,000 -36%
GJWM
1007
Gilliland Jeter Wealth Management
Arkansas
$3.32M +$483K +1,917 +16%
WTFG
1008
Wells Trecaso Financial Group
Ohio
$3.31M -$2.19M -8,698 -38%
TW
1009
TritonPoint Wealth
Maryland
$3.31M -$184K -729 -5%
FPAS
1010
Focus Partners Advisor Solutions
Missouri
$3.3M +$1.58M +6,273 +83%
BHWM
1011
Bar Harbor Wealth Management
New Hampshire
$3.26M -$212K -839 -6%
MPPLM
1012
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.24M -$377K -1,496 -10%
TCM
1013
Twin Capital Management
Pennsylvania
$3.24M -$492K -1,952 -13%
MW
1014
Maia Wealth
Colorado
$3.23M +$908K +3,601 +37%
PGFC
1015
Peapack-Gladstone Financial Corp
New Jersey
$3.23M +$581K +2,305 +20%
CCWM
1016
Correct Capital Wealth Management
Missouri
$3.21M +$1.04M +4,114 +44%
SSWM
1017
Smith Salley Wealth Management
North Carolina
$3.21M +$1M +3,965 +41%
AI
1018
AXS Investments
New York
$3.2M +$137K +543 +4%
GWMIA
1019
Global Wealth Management Investment Advisory
Florida
$3.2M +$579K +2,295 +20%
VT
1020
Volterra Technologies
New York
$3.2M +$3.4M +13,495 New
ACM
1021
Alta Capital Management
Utah
$3.2M +$3.12M +12,373 +1,105%
WR
1022
WD Rutherford
Oregon
$3.19M -$68.1K -270 -2%
MA
1023
Mutual Advisors
Nebraska
$3.18M -$292K -1,156 -8%
SAM
1024
Stansberry Asset Management
Texas
$3.17M +$2.41M +9,553 +249%
AA
1025
Altrafin AG
$3.17M +$262K +1,037 +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.