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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
HCA
1101
Harbour Capital Advisors
Virginia
$2.72M -$1.72M -6,828 -38%
VAS
1102
Vestmark Advisory Solutions
Massachusetts
$2.72M +$298K +1,182 +11%
WG
1103
Winton Group
United Kingdom
$2.7M +$2.87M +11,396 New
NSB
1104
Norway Savings Bank
Maine
$2.7M +$130K +517 +5%
B
1105
Bensler
Washington
$2.68M -$121K -481 -4%
OFS
1106
OMC Financial Services
New York
$2.66M -$504 -2 -0%
RA
1107
RFG Advisory
Alabama
$2.66M -$1.11M -4,396 -28%
USCWA
1108
U.S. Capital Wealth Advisors
Texas
$2.65M -$471K -1,868 -14%
1WA
1109
180 Wealth Advisors
Washington
$2.65M -$16.1K -64 -0.6%
AC
1110
Avestar Capital
New York
$2.64M -$125K -495 -4%
MNBTD
1111
Moody National Bank Trust Division
Texas
$2.64M +$126K +498 +5%
BWG
1112
Boomfish Wealth Group
Georgia
$2.64M +$439K +1,739 +19%
RC
1113
Roundview Capital
New Jersey
$2.63M -$58K -230 -2%
TAM
1114
Trust Asset Management
Texas
$2.61M
BWM
1115
BigSur Wealth Management
Florida
$2.61M -$353K -1,400 -11%
ALAM
1116
Asahi Life Asset Management
Japan
$2.61M -$295K -1,170 -10%
MLCM
1117
M & L Capital Management
United Kingdom
$2.61M
RC
1118
RV Capital
Switzerland
$2.6M +$2.77M +10,980 New
S
1119
Sachetta
Massachusetts
$2.6M -$23.5K -93 -0.8%
QIM
1120
Quantitative Investment Management
Virginia
$2.6M +$2.76M +10,951 New
Connor, Clark & Lunn Investment Management (CC&L)
1121
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.59M -$28.2M -111,689 -91%
QI
1122
Qtron Investments
Massachusetts
$2.58M -$357K -1,415 -11%
EP
1123
Edgestream Partners
New Jersey
$2.58M +$2.74M +10,877 New
HIIFS
1124
Harel Insurance Investments & Financial Services
Israel
$2.58M -$34.7M -137,692 -93%
EWM
1125
Empirical Wealth Management
Washington
$2.58M +$245K +972 +10%

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.