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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
RFL
1051
RD Finance Ltd
Cyprus
$3M
EWA
1052
Evolution Wealth Advisors
Florida
$2.99M +$3.53K +14 +0.1%
AG
1053
Advocate Group
Minnesota
$2.98M +$139K +551 +5%
TPA
1054
Trivium Point Advisory
Connecticut
$2.98M +$26K +103 +0.8%
MC
1055
Mathes Company
New York
$2.98M +$11.3K +45 +0.4%
CA
1056
Cache Advisors
California
$2.97M
PI
1057
PFG Investments
New York
$2.97M +$1.14M +4,511 +56%
QPBE
1058
Quintet Private Bank (Europe)
Luxembourg
$2.97M -$128K -508 -4%
FCP
1059
Fidelis Capital Partners
Florida
$2.96M +$157K +621 +5%
KF
1060
Krilogy Financial
Missouri
$2.94M +$2.94M +11,652 New
NHT
1061
New Hampshire Trust
New Hampshire
$2.94M +$80.7K +320 +3%
HCM
1062
Hillman Capital Management
Maryland
$2.93M +$56.2K +223 +2%
KA
1063
Kovack Advisors
Florida
$2.93M +$51.7K +205 +2%
IBOK
1064
Independence Bank of Kentucky
Kentucky
$2.93M +$58.8K +233 +2%
RWM
1065
Rockline Wealth Management
New York
$2.93M -$289K -1,147 -8%
EGM
1066
Engineers Gate Manager
New York
$2.93M -$35.8M -141,898 -92%
MASUI
1067
MIRAE ASSET SECURITIES (USA) INC.
New York
$2.92M -$51.5K -204 -2%
HIP
1068
Harrell Investment Partners
Texas
$2.92M -$106K -422 -3%
GIS
1069
Graphene Investments SAS
France
$2.92M +$555K +2,200 +22%
KAS
1070
KPP Advisory Services
Kentucky
$2.9M +$140K +555 +5%
YDMI
1071
Y.D. More Investments
Israel
$2.9M +$33.5K +133 +1%
WAP
1072
Wealthcare Advisory Partners
Pennsylvania
$2.89M +$293K +1,163 +11%
CW
1073
CreativeOne Wealth
Kansas
$2.89M -$93.1K -369 -3%
JGUA
1074
John G. Ullman & Associates
New York
$2.89M -$276K -1,094 -8%
GGI
1075
GPM Growth Investors
Michigan
$2.88M +$29.8K +118 +1%

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.