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
AWAG
1701
ARS Wealth Advisors Group
Florida
$847K +$53.7K +213 +6%
HCM
1702
Howland Capital Management
Massachusetts
$845K +$28.2K +112 +3%
WAM
1703
Weiss Asset Management
Massachusetts
$845K -$31.3M -124,167 -97%
AWM
1704
Aprio Wealth Management
Georgia
$842K +$72.6K +288 +9%
SW
1705
Simplicity Wealth
New Jersey
$839K -$652K -2,585 -42%
OIM
1706
Oder Investment Management
California
$837K -$42.1K -167 -5%
SCA
1707
STALEY CAPITAL ADVISERS
Pennsylvania
$837K +$21.9K +87 +3%
CSPIA
1708
Cary Street Partners Investment Advisory
Virginia
$835K -$32.5K -129 -4%
XT
1709
XTX Topco
Cayman Islands
$832K -$2.4M -9,520 -73%
KSB
1710
Kennebec Savings Bank
Maine
$832K +$30.5K +121 +4%
FAFN
1711
First Affirmative Financial Network
Colorado
$831K +$144K +572 +19%
TAM
1712
Trillium Asset Management
Massachusetts
$831K -$115K -456 -12%
FSBI
1713
Fearless Solutions (Best Invest)
Texas
$831K -$21.2K -84 -2%
PSP
1714
Principal Street Partners
Tennessee
$831K -$334K -1,323 -27%
VI
1715
Versor Investments
New York
$830K +$883K +3,501 New
NHC
1716
Nicholas Hoffman & Company
Georgia
$829K +$10.1K +40 +1%
PCM
1717
Pointe Capital Management
Michigan
$828K +$117K +465 +15%
PFG
1718
Putney Financial Group
California
$827K -$83.5K -331 -9%
AC
1719
AXQ Capital
New Jersey
$826K +$879K +3,486 New
KIA
1720
Kraematon Investment Advisors
Massachusetts
$822K +$504 +2 +0.1%
HFA
1721
Hutchinson Financial Advisors
Virginia
$820K -$222K -882 -20%
CNTOF
1722
Canandaigua National Trust of Florida
New York
$820K +$49.4K +196 +6%
SGI
1723
Summit Global Investments
Utah
$818K -$36.3K -144 -4%
FFS
1724
Founders Financial Securities
Maryland
$815K -$372K -1,475 -30%
BCM
1725
BTC Capital Management
Iowa
$812K +$864K +3,425 New

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.