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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
UBP
1251
Union Bancaire Privee
Switzerland
$1.94M -$42.2M -167,481 -96%
SFS
1252
Sowell Financial Services
Arkansas
$1.94M -$353K -1,400 -15%
VWM
1253
Venturi Wealth Management
Texas
$1.94M -$393K -1,560 -16%
SDIC
1254
South Dakota Investment Council
South Dakota
$1.93M +$50.4K +200 +3%
EWM
1255
Elmwood Wealth Management
California
$1.92M +$26.5K +105 +1%
HT
1256
Heritage Trust
Oklahoma
$1.92M +$14.9K +59 +0.7%
RWB
1257
RMR Wealth Builders
New Jersey
$1.92M -$358K -1,421 -15%
BMCM
1258
Bryn Mawr Capital Management
Pennsylvania
$1.92M +$212K +842 +12%
LHC
1259
Little House Capital
Massachusetts
$1.91M -$355K -1,408 -15%
AWA
1260
Aaron Wealth Advisors
Illinois
$1.91M +$347K +1,374 +21%
WANY
1261
Wealthspire Advisors (New York)
New York
$1.89M -$390K -1,545 -16%
KIA
1262
KCM Investment Advisors
California
$1.89M -$1.41M -5,588 -41%
CWMK
1263
Caliber Wealth Management (Kansas)
Kansas
$1.89M +$321K +1,272 +19%
SAG
1264
SageView Advisory Group
California
$1.89M -$525K -2,083 -21%
ANTB
1265
AMG National Trust Bank
Colorado
$1.89M +$134K +530 +7%
WA
1266
WP Advisors
California
$1.88M +$109K +434 +6%
SFP
1267
Shepherd Financial Partners
Massachusetts
$1.88M -$14.1K -56 -0.7%
FCB
1268
First County Bank
Connecticut
$1.88M +$59K +234 +3%
PA
1269
Procyon Advisors
Connecticut
$1.87M -$256K -1,015 -11%
MSK
1270
Melissa S. Kampmann
$1.86M -$137K -545 -6%
SFM
1271
Signet Financial Management
New Jersey
$1.86M -$11.3K -45 -0.6%
HA
1272
Harfst & Associates
Wyoming
$1.86M +$27.5K +109 +1%
SAI
1273
Savvy Advisors Inc
New York
$1.86M +$129K +510 +7%
IGAM
1274
iA Global Asset Management
Quebec, Canada
$1.85M -$9.72M -38,544 -83%
HAG
1275
HF Advisory Group
Maryland
$1.84M +$350K +1,388 +22%

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.