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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
PDL
1226
Portfolio Design Labs
California
$2.07M +$2.2M +8,720 New
NCM
1227
Nelson Capital Management
California
$2.07M +$6.56K +26 +0.3%
CFCI
1228
Comprehensive Financial Consultants Institutional
Indiana
$2.06M +$18.7K +74 +0.9%
HCCM
1229
Hudson Canyon Capital Management
New York
$2.05M +$173K +686 +10%
WSCM
1230
Wellington Shields Capital Management
New York
$2.05M -$909K -3,606 -29%
LS
1231
Leelyn Smith
Illinois
$2.05M +$193K +765 +10%
HG
1232
Herbst Group
Connecticut
$2.04M -$127K -504 -6%
AC
1233
AlphaCore Capital
California
$2.04M +$327K +1,298 +18%
JSSH
1234
J. Safra Sarasin Holding
$2.03M -$7.23M -28,654 -77%
PH
1235
Pinnacle Holdings
Oklahoma
$2.03M -$12.1K -48 -0.6%
DIA
1236
Dana Investment Advisors
Wisconsin
$2.03M -$1.82M -7,204 -46%
PWM
1237
Power Wealth Management
Georgia
$2.02M +$139K +552 +7%
TSWM
1238
Triangle Securities Wealth Management
North Carolina
$2.01M -$125K -497 -6%
OGF
1239
Orin Green Financial
California
$2.01M
SC
1240
Syon Capital
California
$2M +$363K +1,441 +21%
CPW
1241
Cove Private Wealth
New York
$1.99M +$6.3K +25 +0.3%
KFA
1242
Krane Funds Advisors
New York
$1.99M +$1.3M +5,172 +171%
UB
1243
Umpqua Bank
Oregon
$1.99M +$28K +111 +1%
WCM
1244
Weaver Capital Management
Georgia
$1.99M +$172K +680 +9%
SAM
1245
Steinberg Asset Management
New York
$1.98M
DC
1246
DeDora Capital
California
$1.98M -$44.4K -176 -2%
BCP
1247
Blackhawk Capital Partners
Wisconsin
$1.98M +$1.6M +6,339 +316%
WMP
1248
Wealth Management Partners
Arizona
$1.97M +$160K +634 +8%
BCM
1249
Bridgeway Capital Management
Texas
$1.96M
APIM
1250
Agate Pass Investment Management
Washington
$1.95M -$710K -2,814 -26%

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.