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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
BIG
1601
Brookwood Investment Group
Arizona
$1.02M +$313K +1,243 +40%
WFAG
1602
Worth Financial Advisory Group
North Carolina
$1.02M -$8.07K -32 -0.7%
CFD
1603
Creative Financial Designs
Indiana
$1.02M +$535K +2,122 +97%
PMA
1604
Prudent Man Advisors
Illinois
$1.02M -$139K -550 -11%
LOIM
1605
Liberty One Investment Management
Illinois
$1.02M +$272K +1,078 +34%
BAM
1606
Byrne Asset Management
New Jersey
$1.02M -$1.09M -4,330 Closed
JFA
1607
JNBA Financial Advisors
Minnesota
$1.02M -$4.04K -16 -0.4%
IIM
1608
Ipswich Investment Management
Massachusetts
$1.02M +$28.5K +113 +3%
TCWA
1609
Turtle Creek Wealth Advisors
Texas
$1.01M +$262K +1,037 +32%
IQI
1610
Integrated Quantitative Investments
Washington
$1.01M +$1.76K +7 +0.2%
LAM
1611
LOM Asset Management
$1.01M -$492K -1,951 -31%
MMPW
1612
Mitchell McLeod Pugh & Williams
Alabama
$1.01M +$164K +650 +20%
WF
1613
WinCap Financial
Massachusetts
$1M +$72.6K +288 +7%
DA
1614
Doliver Advisors
Texas
$997K +$5.55K +22 +0.5%
MDA
1615
Minot DeBlois Advisors
Massachusetts
$997K +$65.6K +260 +7%
SSWM
1616
Strait & Sound Wealth Management
California
$996K +$12.4K +49 +1%
VA
1617
Valmark Advisers
Ohio
$995K +$99.1K +393 +10%
RMP
1618
Richards, Merrill & Peterson
Washington
$994K +$6.56K +26 +0.6%
OWA
1619
Octavia Wealth Advisors
Ohio
$993K +$9.58K +38 +0.9%
SFG
1620
Shum Financial Group
California
$993K +$1.06M +4,188 New
AWA
1621
Arete Wealth Advisors
Illinois
$990K -$1.07M -4,227 -50%
NDSI
1622
Newman Dignan & Sheerar Inc
Rhode Island
$988K -$7.31K -29 -0.7%
TPWA
1623
Twin Peaks Wealth Advisors
California
$987K -$21.9K -87 -2%
WFI
1624
West Family Investments
California
$987K +$72.4K +287 +7%
AL
1625
Aspiriant LLC
California
$984K -$235K -930 -18%

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.