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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
RPC
1351
Rossmore Private Capital
Connecticut
$1.54M
CIA
1352
Choate Investment Advisors
Massachusetts
$1.54M +$201K +797 +14%
NS
1353
NBC Securities
Alabama
$1.54M -$1.17M -4,624 -42%
PIM
1354
Penobscot Investment Management
Massachusetts
$1.53M -$232K -920 -12%
SW
1355
SVB Wealth
Massachusetts
$1.53M -$631K -2,502 -28%
SIM
1356
SWP Investment Management
Ohio
$1.53M -$345K -1,366 -17%
SJIM
1357
St. Johns Investment Management
Florida
$1.52M -$128K -508 -7%
NED
1358
Nancy E. Dempze
$1.52M +$224K +888 +16%
SC
1359
Saturna Capital
Washington
$1.51M -$94.6K -375 -6%
BB
1360
Berkshire Bank
Massachusetts
$1.51M -$114K -451 -7%
GA
1361
GraniteShares Advisors
New York
$1.51M +$91.3K +362 +6%
KP
1362
Keel Point
Alabama
$1.51M -$92.6K -367 -5%
CCM
1363
Chickasaw Capital Management
Tennessee
$1.5M -$396K -1,570 -20%
CP
1364
Canopy Partners
Ohio
$1.5M -$1.26K -5 -0.1%
LWA
1365
Lineweaver Wealth Advisors
Ohio
$1.5M -$28.8K -114 -2%
EI
1366
Ellevest Inc
New York
$1.5M +$2.02K +8 +0.1%
MCM
1367
Mainstream Capital Management
California
$1.5M -$35.3K -140 -2%
AA
1368
Ancora Advisors
Ohio
$1.49M -$419K -1,662 -21%
PWP
1369
Pursue Wealth Partners
California
$1.49M -$318K -1,259 -17%
NAMNJ
1370
NorthStar Asset Management (New Jersey)
New Jersey
$1.49M +$20.7K +82 +1%
WA
1371
Wealth Alliance
New York
$1.49M -$597K -2,367 -27%
IAS
1372
IMA Advisory Services
Colorado
$1.49M -$18.2K -72 -1%
HCMT
1373
Highland Capital Management (Tennessee)
Tennessee
$1.48M -$379K -1,504 -19%
AAM
1374
Augustine Asset Management
Florida
$1.48M +$5.3K +21 +0.3%
FPF
1375
First Pacific Financial
Washington
$1.48M -$178K -707 -10%

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.