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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
FC
1751
Fore Capital
New York
$770K +$820K +3,250 New
CLA
1752
Carnegie Lake Advisors
New Jersey
$769K -$161K -640 -16%
HBW
1753
Hazlett, Burt & Watson
West Virginia
$768K -$54.5K -216 -6%
NL
1754
NVWM LLC
Pennsylvania
$766K -$713K -2,829 -46%
MIC
1755
Meridian Investment Counsel
California
$766K +$504 +2 +0.1%
MCWA
1756
Meadow Creek Wealth Advisors
Georgia
$763K -$6.3K -25 -0.8%
MPWS
1757
McCarter Private Wealth Services
Massachusetts
$763K +$64.3K +255 +9%
B
1758
Barings
North Carolina
$762K +$14.6K +58 +2%
BWA
1759
Blodgett Wealth Advisors
California
$761K
1IA
1760
1834 Investment Advisors
Wisconsin
$758K +$19.2K +76 +2%
RF
1761
Roxbury Financial
New Jersey
$758K +$30K +119 +4%
BA
1762
Bristlecone Advisors
Washington
$757K -$501K -1,987 -38%
ARMT
1763
Amica Retiree Medical Trust
Rhode Island
$755K
SRC
1764
Sage Rhino Capital
California
$754K +$1.51K +6 +0.2%
AHIA
1765
Andrew Hill Investment Advisors
Florida
$753K +$801K +3,177 New
GSIAS
1766
Garden State Investment Advisory Services
New Jersey
$751K -$84.2K -334 -10%
GI
1767
GAMCO Investors
Connecticut
$742K -$7.31K -29 -0.9%
RBC
1768
Romano Brothers & Co
Illinois
$741K -$119K -471 -13%
BTW
1769
Boston Trust Walden
Massachusetts
$740K +$9.08K +36 +1%
NPA
1770
Nichols & Pratt Advisers
Massachusetts
$738K
NF
1771
Nvest Financial
New Hampshire
$736K -$56.5K -224 -7%
PHIC
1772
Pine Haven Investment Counsel
Massachusetts
$736K +$45.4K +180 +6%
QC
1773
Quent Capital
New York
$736K +$7.57K +30 +1%
CAG
1774
Csenge Advisory Group
Florida
$735K -$158K -628 -17%
RPGK
1775
Retirement Planning Group (Kansas)
Kansas
$732K +$779K +3,087 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.