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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
A
1676
AustralianSuper
Australia
$889K
BB
1677
Burford Brothers
Texas
$887K +$3.28K +13 +0.3%
RIL
1678
Rothschild Investment LLC
Illinois
$887K -$38.6K -153 -4%
MCM
1679
Mattern Capital Management
Colorado
$885K +$942K +3,734 New
CWM
1680
Connecticut Wealth Management
Connecticut
$883K +$26.5K +105 +3%
PCS
1681
Personal CFO Solutions
New Jersey
$882K -$118K -468 -11%
CFG
1682
Carr Financial Group
Massachusetts
$881K -$49.7K -197 -5%
FFG
1683
Fiduciary Financial Group
California
$876K -$55K -218 -6%
CIG
1684
Cascade Investment Group
Colorado
$873K +$48.4K +192 +5%
TPW
1685
Transatlantique Private Wealth
New York
$872K -$1.57M -6,218 -63%
CS
1686
Crescent Sterling
Louisiana
$868K +$75.4K +299 +9%
BC
1687
Burney Company
Virginia
$865K -$553K -2,193 -38%
IA
1688
Integrity Alliance
Iowa
$864K +$99.4K +394 +12%
SC
1689
Sierra Capital
Florida
$864K
DWAM
1690
Duncan Williams Asset Management
Tennessee
$863K +$6.81K +27 +0.7%
LAIC
1691
Lederer & Associates Investment Counsel
California
$861K
WPW
1692
Waldron Private Wealth
Pennsylvania
$860K +$61K +242 +7%
GBT
1693
Grove Bank & Trust
Florida
$857K -$55.5K -220 -6%
IIC
1694
Integrated Investment Consultants
Michigan
$856K +$141K +558 +18%
EI
1695
Ecofi Investissements
France
$853K -$202K -800 -18%
CCA
1696
Childress Capital Advisors
Texas
$853K +$225K +894 +33%
AWM
1697
Aviso Wealth Management
Washington
$852K +$182K +723 +25%
OPW
1698
Oxler Private Wealth
New York
$851K -$6.81K -27 -0.7%
SPF
1699
South Plains Financial
Texas
$850K +$490K +1,942 +118%
TSW
1700
Three Seasons Wealth
Utah
$850K +$242K +958 +37%

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.