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Salesforce

2,807 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, 1,156 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: 1,156 | Existing positions reduced: 1,218

1% less ownership

Funds ownership: 80.62%79.62% (-1%)

5% less funds holding

Funds holding: 2,9532,807 (-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
2,807
Holders Change
-146
Holders Change %
-4.94%
% of All Funds
36.84%
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
1,156
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
FUBT
1551
First United Bank & Trust
Maryland
$1.11M +$12.9K +51 +1%
GITFIT
1552
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.1M
AIM
1553
Anchor Investment Management
South Carolina
$1.1M +$152K +602 +15%
GWSG
1554
GPS Wealth Strategies Group
Colorado
$1.1M -$68.6K -272 -6%
HDA
1555
Harold Davidson & Associates
California
$1.1M +$50.2K +199 +4%
MLL
1556
Moody Lynn & Lieberson
Massachusetts
$1.1M +$2.27K +9 +0.2%
EB
1557
Emprise Bank
Kansas
$1.1M -$26.7K -106 -2%
DP
1558
Dearborn Partners
Illinois
$1.1M
PCG
1559
PFC Capital Group
California
$1.09M -$628K -2,491 -35%
SC
1560
Sapient Capital
Indiana
$1.09M -$79.7K -316 -7%
FC
1561
Fairscale Capital
New Hampshire
$1.09M -$4.79K -19 -0.4%
PA
1562
PFG Advisors
Arizona
$1.09M +$117K +462 +11%
VBCG
1563
Valley Brook Capital Group
Pennsylvania
$1.09M -$91.8K -364 -7%
BAM
1564
Bosun Asset Management
Illinois
$1.09M -$34.6K -137 -3%
KHCM
1565
Kirtland Hills Capital Management
Ohio
$1.09M -$488K -1,935 -30%
BOM
1566
Bank of Marin
California
$1.09M +$34.3K +136 +3%
GLAM
1567
Gardner Lewis Asset Management
Pennsylvania
$1.08M
DS
1568
DRW Securities
Illinois
$1.08M -$1.16M -4,618 -50%
PWM
1569
Palacios Wealth Management
Florida
$1.08M -$65.1K -258 -5%
FAM
1570
Formidable Asset Management
Ohio
$1.08M +$112K +446 +13%
PCG
1571
Prosperity Consulting Group
Maryland
$1.08M +$66.3K +263 +6%
DIM
1572
Delta Investment Management
California
$1.08M +$662K +2,625 +136%
ESB
1573
Essex Savings Bank
Connecticut
$1.07M -$54.5K -216 -5%
KFI
1574
Key Financial Inc
Pennsylvania
$1.07M -$9.08K -36 -0.8%
GIM
1575
Generali Investments Management
Slovenia
$1.07M -$2.17M -8,601 -66%

CRM Hedge Fund Activity: Q3 2025 in Review

2,807 of the 7,620 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 1,156 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.

  • 2,807 institutional investors held Salesforce (CRM) as of Q3 2025, down from 2,953 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.