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Salesforce

2,807 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, 1,155 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: 1,155 | Existing positions reduced: 1,218

1% less ownership

Funds ownership: 80.62%79.62% (-1%)

5% less funds holding

Funds holding: 2,9532,807 (-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
2,807
Holders Change
-146
Holders Change %
-4.94%
% of All Funds
36.84%
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
1,155
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
AQR Capital Management
101
AQR Capital Management
Connecticut
$273M -$2.89M -11,452 -1%
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$269M -$16.8M -66,785 -6%
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$268M -$194M -767,880 -40%
Baillie Gifford & Co
104
Baillie Gifford & Co
United Kingdom
$266M -$10.8M -42,756 -4%
Prudential Financial
105
Prudential Financial
New Jersey
$264M -$47M -186,529 -14%
Stifel Financial
106
Stifel Financial
Missouri
$261M -$49.3M -195,300 -15%
Adage Capital Partners
107
Adage Capital Partners
Massachusetts
$259M +$16.5M +65,600 +6%
KBC Group
108
KBC Group
Belgium
$257M +$10.8M +42,880 +4%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$251M -$88.9M -352,348 -25%
Two Sigma Investments
110
Two Sigma Investments
New York
$235M -$504K -1,999 -0.2%
Bank of Nova Scotia
111
Bank of Nova Scotia
Ontario, Canada
$233M +$101M +399,673 +69%
Natixis Advisors
112
Natixis Advisors
Massachusetts
$233M +$2.18M +8,644 +0.9%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$229M -$110M -434,915 -31%
AT
114
AMF Tjänstepension
Sweden
$229M -$122M -483,494 -33%
Marshall Wace
115
Marshall Wace
United Kingdom
$227M -$220M -870,687 -48%
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$222M -$23.8M -94,237 -9%
Flossbach Von Storch
117
Flossbach Von Storch
Germany
$219M +$20.9M +82,982 +10%
Wellington Management Group
118
Wellington Management Group
Massachusetts
$217M -$1.33B -5,283,162 -85%
Public Sector Pension Investment Board (PSP Investments)
119
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$213M +$65.8M +260,710 +41%
CLGM
120
Capitolis Liquid Global Markets
New York
$212M -$7.59M -30,110 -3%
Man Group
121
Man Group
United Kingdom
$210M -$103M -409,393 -32%
EPFB
122
Employees Provident Fund Board
Malaysia
$209M +$59.6M +236,500 +37%
Canada Life
123
Canada Life
Manitoba, Canada
$205M -$28.3M -112,084 -12%
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$201M -$14.9M -59,086 -7%
FWIA
125
Fort Washington Investment Advisors
Ohio
$200M +$19.4M +77,000 +10%

CRM Hedge Fund Activity: Q3 2025 in Review

2,807 of the 7,620 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 1,155 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.

  • 2,807 institutional investors held Salesforce (CRM) as of Q3 2025, down from 2,953 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.