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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
CPIA
1326
Cornell Pochily Investment Advisors
New York
$1.63M +$26.2K +104 +2%
SFCL
1327
Strengthening Families & Communities LLC
Massachusetts
$1.63M +$104K +414 +6%
NA
1328
Nautilus Advisors
California
$1.63M +$252 +1 +0%
JSL
1329
JT Stratford LLC
Georgia
$1.63M -$121K -480 -7%
CF
1330
Convergence Financial
Missouri
$1.62M +$77.9K +309 +5%
GA
1331
GFS Advisors
Texas
$1.62M +$1.41M +5,574 +448%
LFG
1332
Larson Financial Group
Missouri
$1.61M +$646K +2,561 +60%
OIS
1333
Okabena Investment Services
Minnesota
$1.61M +$433K +1,718 +34%
NG
1334
Northstar Group
New York
$1.61M -$5.04K -20 -0.3%
PFG
1335
Prosperity Financial Group
California
$1.61M +$1.4M +5,552 +452%
TWM
1336
Thrive Wealth Management
Pennsylvania
$1.6M -$124K -492 -7%
RCG
1337
Regatta Capital Group
California
$1.6M
C
1338
Certuity
Florida
$1.58M -$13.9K -55 -0.8%
GIM
1339
Goelzer Investment Management
Indiana
$1.58M -$172K -682 -9%
TAP
1340
Tounjian Advisory Partners
Florida
$1.57M -$1.32M -5,242 -44%
MM
1341
Morangie Management
Florida
$1.57M +$11.6K +46 +0.7%
1W
1342
1776 Wealth
Georgia
$1.57M -$11.6K -46 -0.7%
VIM
1343
VELA Investment Management
Ohio
$1.56M +$480K +1,905 +41%
FPL
1344
Fortress Private Ledger
North Carolina
$1.56M +$1.38M +5,463 +483%
PAM
1345
Paradigm Asset Management
New York
$1.55M
COCM
1346
Charter Oak Capital Management
New Hampshire
$1.55M +$1.01K +4 +0.1%
PWG
1347
Portside Wealth Group
Utah
$1.55M +$244K +968 +17%
CT
1348
Coastline Trust
Rhode Island
$1.55M -$52.7K -209 -3%
PPWM
1349
Paragon Private Wealth Management
Kentucky
$1.55M +$230K +910 +16%
CWM
1350
Castle Wealth Management
Florida
$1.55M +$73.6K +292 +5%

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.