We are live on ! Find out more
CRM icon

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
PCM
1576
Prana Capital Management
Connecticut
$1.07M +$1.13M +4,494 New
MA
1577
MONECO Advisors
Connecticut
$1.06M -$8.83K -35 -0.8%
SIC
1578
Sterling Investment Counsel
New York
$1.06M +$794K +3,147 +235%
OCM
1579
Orion Capital Management
California
$1.06M -$83.2K -330 -7%
TSS
1580
Two Sigma Securities
New York
$1.06M +$1.13M +4,463 New
IWA
1581
Icon Wealth Advisors
Texas
$1.06M +$254K +1,006 +29%
CWAF
1582
Core Wealth Advisors (Florida)
Florida
$1.06M -$239K -946 -17%
TBT
1583
Texas Bank & Trust
Texas
$1.06M +$186K +739 +20%
CWM
1584
Cornerstone Wealth Management
Missouri
$1.05M -$7.06K -28 -0.6%
AF
1585
Aldebaran Financial
$1.05M +$68.1K +270 +6%
CBT
1586
Central Bank & Trust
Kentucky
$1.05M -$512K -2,029 -31%
BTWM
1587
Baker Tilly Wealth Management
Wisconsin
$1.05M -$8.83K -35 -0.8%
AWAU
1588
Alliance Wealth Advisors (Utah)
Utah
$1.05M +$246K +977 +28%
CB
1589
Cadence Bank
Mississippi
$1.05M +$2.02K +8 +0.2%
CWP
1590
Curated Wealth Partners
California
$1.04M +$213K +844 +24%
CIC
1591
Cornercap Investment Counsel
Georgia
$1.04M -$17.7K -70 -2%
GWANC
1592
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.04M -$55.5K -220 -5%
QPW
1593
Quantum Private Wealth
Florida
$1.04M
LAM
1594
L2 Asset Management
Massachusetts
$1.03M +$47.7K +189 +5%
NJIM
1595
Nabity-Jensen Investment Management
Nebraska
$1.03M -$25.5K -101 -2%
CWA
1596
Crux Wealth Advisors
California
$1.03M -$25K -99 -2%
PG
1597
Prostatis Group
Maryland
$1.03M +$175K +695 +19%
QWM
1598
Quadcap Wealth Management
Texas
$1.03M -$447K -1,774 -29%
UCB
1599
United Community Bank
South Carolina
$1.02M +$137K +545 +14%
RBFC
1600
Roman Butler Fullerton & Co
Missouri
$1.02M +$142K +564 +16%

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.