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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
CCMT
1451
CMT Capital Markets Trading
Germany
$1.3M -$4.62M -18,307 -77%
TCA
1452
Transcend Capital Advisors
New Jersey
$1.3M -$58.8K -233 -4%
HT
1453
Headlands Technologies
Illinois
$1.3M -$1.48M -5,887 -52%
EFS
1454
Essex Financial Services
Connecticut
$1.29M +$572K +2,266 +71%
V
1455
ViaWealth
Kansas
$1.29M +$49.9K +198 +4%
CMI
1456
Clare Market Investments
Texas
$1.29M +$252 +1 +0%
AC
1457
Apella Capital
Connecticut
$1.29M -$9.08K -36 -0.7%
LAI
1458
Legal Advantage Investments
California
$1.29M
CCG
1459
Coastwise Capital Group
California
$1.29M +$59K +234 +5%
LCM
1460
Lazari Capital Management
California
$1.28M -$11.3K -45 -0.8%
BLC
1461
Brown, Lisle/Cummings
Rhode Island
$1.28M +$32.8K +130 +2%
PP
1462
PDS Planning
Ohio
$1.28M +$73.6K +292 +6%
P
1463
Pitcairn
Pennsylvania
$1.28M -$958K -3,798 -41%
KFS
1464
Kaizen Financial Strategies
California
$1.28M -$229K -906 -14%
KC
1465
Kepler Cheuvreux
$1.28M +$1.36M +5,402 New
JFGIW
1466
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.28M +$286K +1,135 +27%
TTIC
1467
Tower Trust & Investment Company
Iowa
$1.28M -$85.2K -338 -6%
SMA
1468
Sage Mountain Advisors
Georgia
$1.28M +$148K +587 +12%
EFG
1469
Embree Financial Group
Illinois
$1.28M -$119K -473 -8%
VWA
1470
Visionary Wealth Advisors
Illinois
$1.28M +$10.3K +41 +0.8%
NAS
1471
Nicolet Advisory Services
Wisconsin
$1.28M +$757 +3 +0.1%
CWS
1472
Confluence Wealth Services
Pennsylvania
$1.27M -$5.3K -21 -0.4%
JIC
1473
Joel Isaacson & Co
New York
$1.27M +$595K +2,358 +78%
KCM
1474
KRS Capital Management
Michigan
$1.27M -$4.04K -16 -0.3%
MIA
1475
MainStreet Investment Advisors
Illinois
$1.27M +$1.09M +4,313 +413%

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.