We are live on ! Find out more
CRM icon

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
FCM
1526
Fire Capital Management
California
$1.16M +$61.5K +244 +5%
ACP
1527
Argyle Capital Partners
California
$1.16M +$488K +1,933 +65%
AF
1528
Aviso Financial
Ontario, Canada
$1.16M +$252 +1 +0%
LPAM
1529
Lodestar Private Asset Management
California
$1.16M
AWM
1530
Angeles Wealth Management
California
$1.16M -$122K -483 -9%
RP
1531
Raelipskie Partnership
Ontario, Canada
$1.16M -$6.3K -25 -0.5%
DWM
1532
Drive Wealth Management
Utah
$1.15M -$57.3K -227 -4%
EPIME
1533
Evelyn Partners Investment Management (Europe)
$1.15M -$17.1K -68 -1%
IIC
1534
Ironwood Investment Counsel
Arizona
$1.15M -$40.1K -159 -3%
TBC
1535
Ted Buchan & Co
California
$1.15M +$6.56K +26 +0.5%
HPC
1536
HM Payson & Co
Maine
$1.15M -$273K -1,081 -18%
BF
1537
bLong Financial
Tennessee
$1.15M -$17.9K -71 -1%
SP
1538
Stonebrook Private
Michigan
$1.15M -$94.1K -373 -7%
GCM
1539
Geneva Capital Management
Wisconsin
$1.14M -$45.9K -182 -4%
CAG
1540
Cypress Advisory Group
Arizona
$1.14M +$514K +2,037 +74%
WRPWM
1541
Werba Rubin Papier Wealth Management
California
$1.14M -$82.7K -328 -6%
CFG
1542
Chapman Financial Group
Hawaii
$1.14M +$17.7K +70 +1%
QWP
1543
Quotient Wealth Partners
Texas
$1.13M -$73.6K -292 -6%
MBT
1544
Montecito Bank & Trust
California
$1.13M +$1.2M +4,761 New
RAM
1545
Redmond Asset Management
Virginia
$1.13M -$187K -740 -13%
LCGC
1546
Legacy Capital Group California
California
$1.13M +$365K +1,448 +44%
LPT
1547
Legacy Private Trust
Wisconsin
$1.12M +$552K +2,189 +86%
RCAG
1548
Rehmann Capital Advisory Group
Michigan
$1.12M -$25.5K -101 -2%
PL
1549
Plancorp LLC
Missouri
$1.12M -$297K -1,177 -20%
NA
1550
Navellier & Associates
Nevada
$1.12M -$30.8K -122 -3%

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.