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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
SA
1151
Strategic Advisors
New York
$2.42M +$89K +353 +4%
CCIA
1152
Campbell & Co Investment Adviser
Maryland
$2.42M -$979K -3,880 -28%
FCM
1153
Fieldview Capital Management
Michigan
$2.41M +$2.57M +10,188 New
KWA
1154
Kingswood Wealth Advisors
California
$2.41M -$27K -107 -1%
UW
1155
Unique Wealth
Florida
$2.41M -$37.3K -148 -1%
AF
1156
Atala Financial
California
$2.4M +$578K +2,292 +29%
DGM
1157
Delta Global Management
New York
$2.4M -$20.8M -82,377 -89%
MTIC
1158
Missouri Trust & Investment Company
Missouri
$2.4M +$104K +412 +4%
V
1159
VeraBank
Texas
$2.39M -$82.7K -328 -3%
BL
1160
BFSG LLC
California
$2.38M +$2.44M +9,684 +2,675%
JFG
1161
Jefferies Financial Group
New York
$2.38M +$1.29M +5,111 +104%
SWM
1162
Sculati Wealth Management
Michigan
$2.37M -$504 -2 -0%
NFG
1163
Nations Financial Group
Iowa
$2.37M -$742K -2,944 -23%
LFA
1164
Legacy Financial Advisors
Kentucky
$2.36M +$430K +1,703 +21%
PPWP
1165
Premier Path Wealth Partners
New Jersey
$2.36M -$22.4K -89 -0.9%
TPCW
1166
TD Private Client Wealth
New York
$2.36M -$3.72M -14,738 -60%
MFS
1167
Mirabella Financial Services
United Kingdom
$2.35M -$555K -2,201 -18%
MAM
1168
Milestone Asset Management
Pennsylvania
$2.35M +$1.84M +7,312 +282%
CBA
1169
Coastal Bridge Advisors
Connecticut
$2.34M -$14.6K -58 -0.6%
SAM
1170
Smartleaf Asset Management
Massachusetts
$2.34M +$473K +1,877 +24%
MGIA
1171
Moneta Group Investment Advisors
Missouri
$2.34M -$47.9K -190 -2%
CIM
1172
Cambria Investment Management
California
$2.33M +$2.13M +8,464 +614%
IFWM
1173
Institute for Wealth Management
Colorado
$2.33M -$88.5K -351 -3%
BTI
1174
Blue Trust Inc
Georgia
$2.32M -$33.5K -133 -1%
BRG
1175
Bay Rivers Group
Virginia
$2.32M -$57.5K -228 -2%

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.