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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
RIG
1076
Renaissance Investment Group
Massachusetts
$2.87M -$756K -2,999 -20%
RMC
1077
Resources Management Corp
Connecticut
$2.86M +$655K +2,597 +27%
SAM
1078
Silphium Asset Management
United Kingdom
$2.85M
IIA
1079
IPG Investment Advisors
California
$2.84M -$315K -1,250 -9%
FRA
1080
Frank Rimerman Advisors
California
$2.84M -$1.15M -4,557 -28%
BHA
1081
Beech Hill Advisors
New York
$2.84M +$445K +1,765 +17%
ZF
1082
Zhang Financial
Michigan
$2.84M +$517K +2,051 +21%
MMA
1083
Miracle Mile Advisors
California
$2.84M -$2.66M -10,560 -47%
CNBT
1084
Canandaigua National Bank & Trust
New York
$2.84M +$145K +576 +5%
PAS
1085
Parsonex Advisory Services
Colorado
$2.84M +$845K +3,350 +39%
DCM
1086
Davidson Capital Management
Texas
$2.84M +$28.5K +113 +1%
Lord, Abbett & Co
1087
Lord, Abbett & Co
New Jersey
$2.83M -$43.8M -173,782 -94%
CC
1088
Courier Capital
New York
$2.83M -$77.4K -307 -3%
BIG
1089
Brooklyn Investment Group
New York
$2.83M -$77.7K -308 -3%
KLWA
1090
Kelly Lawrence W & Associates
California
$2.82M +$58K +230 +2%
ACS
1091
Archford Capital Strategies
Illinois
$2.82M +$256K +1,014 +9%
LJHT
1092
Laurie J. Hall Trustee
$2.81M +$864K +3,426 +41%
IA
1093
Icon Advisers
Colorado
$2.81M
KOCAA
1094
Knights of Columbus Asset Advisors
Connecticut
$2.81M -$329K -1,305 -10%
AP
1095
Advisors Preferred
Maryland
$2.8M +$504K +2,000 +20%
IAS
1096
Insigneo Advisory Services
Florida
$2.8M +$92.8K +368 +3%
UBG
1097
United Bank (Georgia)
Georgia
$2.75M +$359K +1,422 +14%
GI
1098
GS Investments
Minnesota
$2.75M
VAS
1099
Valicenti Advisory Services
New York
$2.74M +$105K +418 +4%
HCM
1100
Howard Capital Management
Georgia
$2.74M +$75.4K +299 +3%

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.