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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
CCP
1776
Carmel Capital Partners
California
$729K -$640K -2,536 -45%
RS
1777
Rakuten Securities
Japan
$729K +$288K +1,142 +59%
WIM
1778
Waverton Investment Management
United Kingdom
$728K
APW
1779
Austin Private Wealth
Texas
$728K +$128K +508 +20%
WGC
1780
Watts Gwilliam & Co
Arizona
$726K
CWM
1781
Calamos Wealth Management
Illinois
$725K +$122K +483 +19%
NIWA
1782
New Insight Wealth Advisors
California
$725K -$138K -549 -15%
IHL
1783
Investment House LLC
California
$723K -$10.2M -40,463 -93%
PCP
1784
Perbak Capital Partners
United Kingdom
$718K +$505K +2,002 +195%
WSA
1785
Warm Springs Advisors
California
$712K
PWM
1786
Prentice Wealth Management
New York
$711K +$76.2K +302 +11%
RIG
1787
RiverFront Investment Group
Virginia
$711K +$331K +1,311 +78%
CWM
1788
Concentrum Wealth Management
California
$709K -$7.82K -31 -1%
WFA
1789
WJ Financial Advisors
Connecticut
$708K +$753K +2,986 New
FMLI
1790
Fukoku Mutual Life Insurance
Japan
$706K -$963K -3,819 -56%
FWA
1791
Flagship Wealth Advisors
Massachusetts
$704K +$1.05M +4,179 +52,238%
CCFM
1792
Clear Creek Financial Management
Washington
$704K +$373K +1,477 +99%
FCBT
1793
First Citizens Bank & Trust
North Carolina
$702K -$89.3K -354 -11%
CWS
1794
Cypress Wealth Services
California
$699K -$4.54K -18 -0.6%
FWP
1795
Forefront Wealth Partners
Texas
$699K -$32.3K -128 -4%
HI
1796
Harbour Investments
Wisconsin
$699K -$43.1K -171 -5%
HIF
1797
Hill Island Financial
Michigan
$699K +$28K +111 +4%
GDP
1798
Great Diamond Partners
Maine
$697K -$95.8K -380 -11%
AFT
1799
Alpha Family Trust
California
$696K
I
1800
InceptionR
California
$694K -$339K -1,346 -31%

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.