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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
BHIA
1201
Birch Hill Investment Advisors
Massachusetts
$2.19M -$101K -400 -4%
BAM
1202
Belpointe Asset Management
Nevada
$2.19M -$6.3K -25 -0.3%
DBG
1203
De Burlo Group
Massachusetts
$2.18M -$1.01M -4,005 -30%
TF
1204
TLWM Financial
Texas
$2.18M +$582K +2,309 +33%
NNPTE
1205
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.18M -$2.07M -8,224 -47%
LF
1206
LifePlan Financial
Minnesota
$2.17M +$102K +406 +5%
NW
1207
Naviter Wealth
Arkansas
$2.17M -$57.8K -229 -2%
EB
1208
Eastern Bank
Massachusetts
$2.17M -$2.57M -10,188 -53%
CI
1209
Cigna Investments
Connecticut
$2.16M -$22.2K -88 -1%
PMWMG
1210
Parr McKnight Wealth Management Group
Minnesota
$2.15M +$501K +1,987 +28%
CPIG
1211
Chicago Partners Investment Group
Illinois
$2.13M +$75.9K +301 +4%
JCM
1212
Jacobi Capital Management
Pennsylvania
$2.13M +$475K +1,882 +26%
WF
1213
Welch & Forbes
Massachusetts
$2.13M -$70.9K -281 -3%
FWA
1214
FOCUS Wealth Advisors
Texas
$2.12M +$252K +999 +13%
SG
1215
StoneX Group
New York
$2.12M +$62.5K +248 +3%
JPWM
1216
Jamison Private Wealth Management
Georgia
$2.11M +$329K +1,306 +17%
TIM
1217
Thompson Investment Management
Wisconsin
$2.11M +$1.98M +7,863 +771%
PWCM
1218
Processus Wealth & Capital Management
Tennessee
$2.1M -$259K -1,025 -10%
CNC
1219
Citizens & Northern Corp
Pennsylvania
$2.1M +$7.31K +29 +0.3%
CHAM
1220
Clear Harbor Asset Management
Connecticut
$2.09M -$55K -218 -2%
PNAA
1221
Pictet North America Advisors
Switzerland
$2.09M -$2.52K -10 -0.1%
MCP
1222
Mirador Capital Partners
California
$2.09M +$44.9K +178 +2%
AIP
1223
Ameritas Investment Partners
Nebraska
$2.08M -$86.3K -342 -4%
NME
1224
Notis-McConarty Edward
$2.07M +$553K +2,192 +33%
FFL
1225
Future Fund LLC
Illinois
$2.07M +$185K +735 +9%

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.