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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
SI
1126
Scharf Investments
California
$2.57M -$71.6K -284 -3%
FB
1127
Fulton Bank
Pennsylvania
$2.55M -$38.6K -153 -1%
VNA
1128
Valley National Advisers
Pennsylvania
$2.55M +$260K +1,031 +11%
AMCA
1129
Arthur M. Cohen & Associates
Illinois
$2.54M -$237K -940 -8%
CWP
1130
Concord Wealth Partners
Virginia
$2.54M +$310K +1,230 +13%
MG
1131
Mather Group
Illinois
$2.52M +$183K +726 +7%
CAMG
1132
CWA Asset Management Group
Florida
$2.52M -$448K -1,775 -14%
SCM
1133
SCS Capital Management
Massachusetts
$2.51M -$170K -676 -6%
CPC
1134
Congress Park Capital
New York
$2.5M +$404K +1,601 +18%
RCA
1135
Resonant Capital Advisors
Wisconsin
$2.5M +$262K +1,040 +11%
TFS
1136
Thoroughbred Financial Services
Tennessee
$2.5M -$1.46M -5,802 -35%
CAMV
1137
Concord Asset Management (Virginia)
Virginia
$2.5M +$268K +1,063 +11%
CIA
1138
Capital Investment Advisors
Georgia
$2.5M +$15.1K +60 +0.6%
CPC
1139
CFC Planning Company
Indiana
$2.49M +$129K +513 +5%
SCP
1140
Shorepoint Capital Partners
Massachusetts
$2.49M +$2.65M +10,523 New
SAM
1141
Shell Asset Management
Netherlands
$2.49M -$6.19M -24,546 -70%
IAN
1142
Integrated Advisors Network
Texas
$2.49M -$682K -2,705 -20%
FNFDCM
1143
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.48M +$472K +1,872 +22%
TNA
1144
True North Advisors
Texas
$2.48M -$53.2K -211 -2%
BCB
1145
Brian C. Broderick
$2.47M -$355K -1,408 -12%
GEA
1146
Glen Eagle Advisors
New Jersey
$2.47M +$664K +2,631 +34%
LAM
1147
LECAP Asset Management
United Kingdom
$2.47M +$1.25M +4,975 +91%
SWM
1148
Segment Wealth Management
Texas
$2.45M -$60.3K -239 -2%
AWM
1149
Axxcess Wealth Management
California
$2.44M -$199K -791 -7%
AFC
1150
AFT Forsyth & Company
Florida
$2.43M +$37.8K +150 +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.