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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
1SB
1376
1ST Source Bank
Indiana
$1.48M -$60.3K -239 -4%
EW
1377
Evoke Wealth
California
$1.48M -$130K -514 -8%
MCM
1378
Mainstay Capital Management
Michigan
$1.48M -$1.34M -5,307 -46%
JSW
1379
Journey Strategic Wealth
New Jersey
$1.48M +$16.9K +67 +1%
GAM
1380
Grandview Asset Management
Pennsylvania
$1.47M -$144K -570 -8%
TAM
1381
Tealwood Asset Management
Minnesota
$1.47M -$1.76K -7 -0.1%
CNBT
1382
Cornerstone National Bank & Trust
Illinois
$1.47M +$9.84K +39 +0.6%
EMB
1383
Elefante Mark B
$1.47M +$454K +1,801 +41%
AFA
1384
AA Financial Advisors
Ohio
$1.47M +$158K +625 +11%
BFS
1385
Bard Financial Services
Connecticut
$1.47M
JWBC
1386
J.W. Burns & Co
New York
$1.47M -$149K -590 -9%
AFP
1387
Ausdal Financial Partners
Iowa
$1.46M +$519K +2,059 +50%
MC
1388
Mirabaud & Cie
Switzerland
$1.46M -$134K -530 -8%
TF
1389
Trek Financial
Arizona
$1.46M +$350K +1,388 +29%
GPWM
1390
Grant Private Wealth Management
California
$1.46M +$1.55M +6,151 New
WIS
1391
Wright Investors Service
Connecticut
$1.45M +$466K +1,848 +43%
NL
1392
Navalign LLC
California
$1.45M -$318K -1,261 -17%
NP
1393
Nilsine Partners
Colorado
$1.45M -$94.1K -373 -6%
OFS
1394
Orrstown Financial Services
Pennsylvania
$1.45M -$300K -1,188 -16%
GWP
1395
Gen-Wealth Partners
Michigan
$1.45M +$397K +1,576 +35%
SACTSONJ
1396
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.45M -$227K -900 -13%
DFA
1397
Delta Financial Advisors
Louisiana
$1.44M -$252 -1 -0%
JIP
1398
Jaffetilchin Investment Partners
Florida
$1.44M +$67.6K +268 +5%
I
1399
INVST
Indiana
$1.44M -$123K -487 -7%
CCG
1400
Cypress Capital Group
Florida
$1.44M +$7.57K +30 +0.5%

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.