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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
CRIG
1276
Charter Research & Investment Group
Connecticut
$1.84M -$25.2K -100 -1%
AWM
1277
Arista Wealth Management
Nevada
$1.83M +$4.54K +18 +0.2%
CVA
1278
Central Valley Advisors
California
$1.83M -$52K -206 -3%
AFCM
1279
Applied Finance Capital Management
Puerto Rico
$1.83M -$302K -1,198 -13%
SA
1280
Sovran Advisors
California
$1.82M +$534K +2,116 +42%
EFS
1281
Econ Financial Services
Pennsylvania
$1.82M +$613K +2,431 +46%
BAM
1282
Beaumont Asset Management
Texas
$1.81M -$18.9K -75 -1%
MYAM
1283
Meiji Yasuda Asset Management
Japan
$1.79M +$30.8K +122 +2%
GH
1284
GAM Holding
Switzerland
$1.79M +$490K +1,942 +35%
Koshinski Asset Management
1285
Koshinski Asset Management
Illinois
$1.79M -$31K -123 -2%
WBC
1286
West Branch Capital
Massachusetts
$1.79M +$203K +803 +12%
NB
1287
Nicolet Bankshares
Wisconsin
$1.78M -$41.6K -165 -2%
BSB
1288
Bangor Savings Bank
Maine
$1.77M +$66.3K +263 +4%
SIG
1289
Stonegate Investment Group
Alabama
$1.77M -$255K -1,010 -12%
CPA
1290
Cardiff Park Advisors
California
$1.76M +$4.54K +18 +0.2%
FBB
1291
Fulton Breakefield Broenniman
Maryland
$1.76M -$12.3M -48,851 -87%
AB
1292
Atlas Brown
Kentucky
$1.76M +$61.5K +244 +3%
VWM
1293
VCI Wealth Management
Missouri
$1.75M +$562K +2,228 +43%
TFA
1294
Teamwork Financial Advisors
Texas
$1.75M +$650K +2,577 +54%
GLA
1295
Great Lakes Advisors
Illinois
$1.75M -$8.57M -33,981 -82%
KTC
1296
Kentucky Trust Company
Kentucky
$1.75M +$8.83K +35 +0.5%
DA
1297
Dover Advisors
Virginia
$1.75M -$137K -543 -7%
AI
1298
Arvest Investments
Arkansas
$1.75M +$39.3K +156 +2%
CFFP
1299
Center for Financial Planning
Michigan
$1.74M
RSWM
1300
Robertson Stephens Wealth Management
California
$1.73M +$33.8K +134 +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.