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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
VFA
1301
Voya Financial Advisors
Connecticut
$1.73M -$102K -403 -5%
PTC
1302
Private Trust Company
Ohio
$1.72M -$555K -2,202 -23%
UWS
1303
Unique Wealth Strategies
Illinois
$1.71M +$583K +2,311 +47%
OHWP
1304
Oak Harbor Wealth Partners
North Carolina
$1.71M -$426K -1,691 -19%
BTD
1305
BankPlus Trust Department
Mississippi
$1.71M +$36.6K +145 +2%
TFGT
1306
TS Financial Group (TSFG)
Illinois
$1.71M -$9.58K -38 -0.5%
GLR
1307
Great Lakes Retirement
Ohio
$1.7M -$912K -3,616 -33%
HWMO
1308
Heritage Wealth Management (Ohio)
Ohio
$1.7M +$1.14M +4,537 +172%
SW
1309
SteelPeak Wealth
California
$1.7M +$177K +701 +11%
GSWM
1310
Greenup Street Wealth Management
Michigan
$1.68M +$1.79M +7,097 New
LWP
1311
LMG Wealth Partners
Louisiana
$1.68M +$179K +709 +11%
EWA
1312
Exit Wealth Advisors
Georgia
$1.68M +$1.78M +7,069 New
SWMG
1313
Signature Wealth Management Group
Georgia
$1.67M -$18.2K -72 -1%
IEFM
1314
IQ EQ Fund Management
Ireland
$1.67M +$1.02M +4,037 +134%
FMB
1315
Field & Main Bank
Kentucky
$1.66M -$175K -695 -9%
DRD
1316
Dennis R. Delaney
$1.66M -$24.5K -97 -1%
HIA
1317
Harbor Investment Advisory
Maryland
$1.66M -$680K -2,695 -10%
AIM
1318
Allen Investment Management
New York
$1.65M -$9.08K -36 -0.5%
IB
1319
Intrust Bank
Kansas
$1.65M -$140K -556 -7%
RMAM
1320
Raab & Moskowitz Asset Management
New Jersey
$1.64M -$437K -1,733 -20%
FAM
1321
Fulcrum Asset Management
United Kingdom
$1.64M -$48.7K -193 -3%
CFG
1322
Cooper Financial Group
California
$1.64M -$221K -875 -11%
ATWA
1323
Arbor Trust Wealth Advisors
Michigan
$1.64M +$2.77K +11 +0.2%
BBP
1324
Banco BTG Pactual
Brazil
$1.64M +$1.39M +5,494 +386%
BM
1325
Brandywine Managers
Delaware
$1.64M

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.