We are live on ! Find out more
CRM icon

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
TIA
1176
Tiemann Investment Advisors
California
$2.31M -$68.3K -271 -3%
WWM
1177
Western Wealth Management
Colorado
$2.31M -$477K -1,891 -16%
DWA
1178
Douglass Winthrop Advisors
New York
$2.3M +$24K +95 +1%
CGL
1179
Clarius Group LLC
Washington
$2.3M -$470K -1,863 -16%
CWAG
1180
Compton Wealth Advisory Group
Virginia
$2.3M +$245K +972 +11%
SWM
1181
SeaCrest Wealth Management
New York
$2.3M -$220K -871 -8%
PWP
1182
Principle Wealth Partners
Connecticut
$2.28M -$1.51K -6 -0.1%
MF
1183
Magnetar Financial
Illinois
$2.28M -$5.66M -22,450 -70%
SWK
1184
Stephen W. Kidder
$2.27M +$182K +722 +8%
SLI
1185
Sumitomo Life Insurance
Japan
$2.27M -$78.2K -310 -3%
FFM
1186
Forum Financial Management
Illinois
$2.26M +$96.1K +381 +4%
SIC
1187
SFE Investment Counsel
California
$2.26M +$2.4M +9,523 New
CCG
1188
Ceeto Capital Group
Florida
$2.24M -$504K -2,000 -18%
CTC
1189
Cetera Trust Company
Minnesota
$2.24M +$6.3K +25 +0.3%
EWA
1190
EverSource Wealth Advisors
Alabama
$2.22M +$154K +609 +7%
COI
1191
Connable Office Inc
Michigan
$2.22M +$4.54K +18 +0.2%
CB
1192
Community Bank
New York
$2.21M +$733K +2,905 +45%
TYCC
1193
Texas Yale Capital Corp
Florida
$2.21M +$1.26M +4,995 +116%
FGAM
1194
Financial Gravity Asset Management
Texas
$2.21M +$2.35M +9,308 New
FFB
1195
First Financial Bankshares
Texas
$2.2M -$17.8M -70,738 -88%
AWP
1196
Ascent Wealth Partners
New York
$2.2M -$110K -436 -4%
BWAM
1197
Boyd Watterson Asset Management
Ohio
$2.2M +$534K +2,118 +30%
SIP
1198
Stoneridge Investment Partners
Pennsylvania
$2.2M +$234K +929 +11%
SPS
1199
Susquehanna Portfolio Strategies
Pennsylvania
$2.19M -$34.3M -135,850 -94%
BCM
1200
Boltwood Capital Management
California
$2.19M -$3.78K -15 -0.2%

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.