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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
SCA
1476
St. Clair Advisors
Ohio
$1.27M +$18.9K +75 +1%
PMG
1477
ProVise Management Group
Florida
$1.27M +$76.7K +304 +6%
TC
1478
Trust Company
Kansas
$1.26M +$1.33M +5,287 +13,913%
CAM
1479
Carret Asset Management
New York
$1.26M +$56.7K +225 +4%
RIM
1480
Redwood Investment Management
Arizona
$1.26M +$1.34M +5,319 New
EW
1481
Elyxium Wealth
California
$1.26M -$15.1K -60 -1%
GKWIM
1482
Gerber Kawasaki Wealth & Investment Management
California
$1.26M +$307K +1,218 +30%
GXJ
1483
Global X Japan
Japan
$1.25M -$218K -864 -14%
6F
1484
626 Financial
Michigan
$1.25M -$36.1K -143 -3%
SOW
1485
State of Wyoming
Wyoming
$1.25M -$252K -998 -16%
ATS
1486
Ashton Thomas Securities
New York
$1.25M -$65.8K -261 -5%
GCM
1487
GKV Capital Management
California
$1.24M -$151K -600 -10%
FAM
1488
Fairtree Asset Management
South Africa
$1.24M +$347K +1,375 +36%
TAFW
1489
Tred Avon Family Wealth
Maryland
$1.24M +$1.32M +5,232 New
HFRG
1490
Houlihan Financial Resource Group
Virginia
$1.24M -$1.6M -6,355 -55%
RB
1491
Renasant Bank
Mississippi
$1.24M +$29.3K +116 +2%
TAI
1492
Terra Alpha Investments
District of Columbia
$1.24M +$1.32M +5,219 New
AWMT
1493
AAFMAA Wealth Management & Trust
North Carolina
$1.23M +$6.81K +27 +0.5%
PJSIMP
1494
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.23M -$84.5K -335 -6%
OPTFSNA
1495
Old Point Trust & Financial Services N A
Virginia
$1.23M +$265K +1,050 +25%
AAM
1496
Alphadyne Asset Management
New York
$1.23M +$1.1M +4,344 +527%
CPA
1497
Capital Performance Advisors
California
$1.23M +$165K +653 +14%
FMTC
1498
Farmers & Merchants Trust Company
California
$1.22M -$548K -2,173 -30%
Group One Trading
1499
Group One Trading
Illinois
$1.22M -$602K -2,385 -32%
SWA
1500
Sax Wealth Advisors
New Jersey
$1.21M +$88.8K +352 +7%

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.