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
SIC
1626
Salem Investment Counselors
North Carolina
$982K -$47.7K -189 -4%
FBFS
1627
First Business Financial Services
Wisconsin
$981K -$34.6K -137 -3%
CMTU
1628
Capital Markets Trading (UK)
United Kingdom
$979K +$1.04M +4,129 New
FFN
1629
Focus Financial Network
Minnesota
$972K +$192K +761 +23%
PR
1630
Payden & Rygel
California
$972K +$177K +700 +21%
LCM
1631
LCM Capital Management
Illinois
$967K -$25.5K -101 -2%
GWS
1632
Greykasell Wealth Strategies
California
$967K +$6.3K +25 +0.6%
BWP
1633
BSW Wealth Partners
Colorado
$967K
KCFA
1634
Key Client Fiduciary Advisors
New Jersey
$962K -$24K -95 -2%
NSIM
1635
North Star Investment Management
Illinois
$962K +$7.57K +30 +0.7%
OWP
1636
Obermeyer Wealth Partners
Colorado
$962K -$230K -913 -18%
SCI
1637
Stableford Capital II
Arizona
$957K -$6.81K -27 -0.7%
BLFG
1638
Brian Low Financial Group
Louisiana
$956K -$86.8K -344 -8%
BCM
1639
BluePath Capital Management
Georgia
$954K +$156K +617 +18%
SWM
1640
Spire Wealth Management
Virginia
$954K -$2.05M -8,120 -67%
CIA
1641
Cape Investment Advisory
Georgia
$948K +$51.2K +203 +5%
MYLI
1642
Meiji Yasuda Life Insurance
Japan
$946K -$838K -3,323 -45%
MCA
1643
Magnolia Capital Advisors
Mississippi
$946K +$12.9K +51 +1%
CFMC
1644
Curbstone Financial Management Corp
New Hampshire
$942K
CAM
1645
Cidel Asset Management
Ontario, Canada
$937K -$11.5M -45,437 -92%
QIM
1646
Quest Investment Management
Oregon
$933K -$5.42M -21,490 -85%
DCM
1647
Dudley Capital Management
Virginia
$932K -$58.5K -232 -6%
BIA
1648
Benchmark Investment Advisors
Illinois
$932K +$982K +3,893 New
SS
1649
Sunbelt Securities
Texas
$930K +$15.6K +62 +2%
BIM
1650
Bridges Investment Management
Nebraska
$930K -$31K -123 -3%

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.