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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
HWM
1026
Hohimer Wealth Management
Washington
$3.17M +$3.06M +12,151 +1,009%
IWM
1027
IHT Wealth Management
Illinois
$3.16M -$454K -1,802 -12%
FAB
1028
First American Bank
Illinois
$3.15M +$2.21M +8,772 +193%
ECM
1029
Everence Capital Management
Indiana
$3.15M -$1.46M -5,800 -30%
KCM
1030
Kornitzer Capital Management
Kansas
$3.14M -$3.08M -12,215 -48%
MCM
1031
MV Capital Management
Maryland
$3.13M +$707K +2,805 +27%
MWM
1032
Marion Wealth Management
Pennsylvania
$3.11M +$34.6K +137 +1%
PCIG
1033
Partners Capital Investment Group
Massachusetts
$3.1M
HAS
1034
HBW Advisory Services
California
$3.1M +$186K +738 +6%
RT
1035
Rockland Trust
Massachusetts
$3.1M +$3.03M +12,017 +1,146%
OIA
1036
OneDigital Investment Advisors
Kansas
$3.09M -$6.09M -24,166 -65%
BRWA
1037
B. Riley Wealth Advisors
Florida
$3.08M +$34K +135 +1%
MCCP
1038
Mission Creek Capital Partners
California
$3.07M +$1.34M +5,324 +70%
BDWCC
1039
B&D White Capital Company
Texas
$3.07M +$3.27M +12,950 New
CIA
1040
Cohen Investment Advisors
New Hampshire
$3.07M +$190K +753 +6%
CA
1041
CGN Advisors
Kansas
$3.06M +$77.4K +307 +2%
FFWA
1042
FRG Family Wealth Advisors
Washington
$3.06M -$827K -3,280 -20%
GMA
1043
Glassy Mountain Advisors
Maryland
$3.06M -$1.26K -5 -0%
WAS
1044
Winch Advisory Services
Wisconsin
$3.06M -$2.27K -9 -0.1%
HS
1045
HighVista Strategies
Massachusetts
$3.05M +$429K +1,700 +15%
VCM
1046
Verde Capital Management
Michigan
$3.04M +$957K +3,796 +42%
FHC
1047
First Horizon Corporation
Tennessee
$3.03M +$3.23M +12,797 New
EWM
1048
EPG Wealth Management
Georgia
$3.03M +$1.27M +5,020 +65%
FWM
1049
Finer Wealth Management
Massachusetts
$3.01M +$80.2K +318 +3%
HH
1050
Hilltop Holdings
Texas
$3M -$225K -893 -7%

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.