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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
SMTF
1401
Sphera Management Technology Funds
Israel
$1.44M
APP
1402
Avantax Planning Partners
Iowa
$1.43M +$323K +1,280 +27%
RBA
1403
Richard Bernstein Advisors
New York
$1.43M -$1.81M -7,157 -54%
PPC
1404
Park Place Capital
Alabama
$1.43M -$16.4K -65 -1%
FCA
1405
FLC Capital Advisors
California
$1.42M +$72.1K +286 +5%
TPWA
1406
TRUE Private Wealth Advisors
Oregon
$1.42M -$5.55K -22 -0.4%
AAP
1407
Ardsley Advisory Partners
Connecticut
$1.42M +$1.51M +6,000 New
AFO
1408
Arrowroot Family Office
California
$1.42M +$111K +441 +8%
MI
1409
Motiv8 Investments
Florida
$1.41M +$514K +2,038 +52%
1C
1410
111 Capital
France
$1.41M -$3.49M -13,822 -70%
RAM
1411
Ramirez Asset Management
New York
$1.41M +$56.7K +225 +4%
AA
1412
Argent Advisors
Louisiana
$1.4M +$125K +497 +9%
SVWAG
1413
Sound View Wealth Advisors Group
Georgia
$1.4M +$3.28K +13 +0.2%
MYIA
1414
Mount Yale Investment Advisors
Colorado
$1.4M +$710K +2,814 +92%
GC
1415
Gilbert & Cook
Iowa
$1.39M +$9.84K +39 +0.7%
FG
1416
Fiduciary Group
Georgia
$1.39M -$6.56K -26 -0.4%
LAM
1417
Lewis Asset Management
California
$1.39M -$31.3K -124 -2%
LFS
1418
Littlejohn Financial Services
Oregon
$1.39M -$28.5K -113 -2%
PCM
1419
Prelude Capital Management
New York
$1.39M +$1.48M +5,860 New
BC
1420
Bowman & Company
Wisconsin
$1.38M -$28.5K -113 -2%
MIFH
1421
Migdal Insurance & Financial Holdings
Israel
$1.38M +$858K +3,400 +148%
AGWCA
1422
Annis Gardner Whiting Capital Advisors
Florida
$1.38M +$829K +3,286 +131%
HBT
1423
Heartland Bank & Trust
Illinois
$1.38M -$2.27K -9 -0.2%
PVI
1424
Pine Valley Investments
New Jersey
$1.37M -$247K -980 -14%
TCPG
1425
Trivant Custom Portfolio Group
California
$1.37M -$2.02K -8 -0.1%

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.