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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
BCM
1801
Bienville Capital Management
New York
$694K
WAOI
1802
Wealth Advisors of Iowa
Iowa
$694K -$28.5K -113 -4%
PWP
1803
Phillips Wealth Planners
Mississippi
$692K +$27.2K +108 +4%
FA
1804
Fiduciary Alliance
South Carolina
$692K +$103K +409 +16%
WPC
1805
White Pine Capital
Minnesota
$690K -$77.9K -309 -10%
BA
1806
Bridgewater Advisors
New York
$690K -$421K -1,670 -37%
RWA
1807
Rooted Wealth Advisors
Illinois
$690K +$438K +1,736 +153%
KC
1808
Knuff & Co
California
$689K -$504 -2 -0.1%
MFC
1809
Mechanics Financial Corp
Ohio
$688K +$720K +2,854 +5,708%
SFS
1810
Stiles Financial Services
Minnesota
$687K +$534K +2,118 +271%
FA
1811
Fountainhead AM
New Jersey
$684K +$26.7K +106 +4%
SIA
1812
SGL Investment Advisors
Montana
$684K +$393K +1,557 +147%
EHWM
1813
Eads & Heald Wealth Management
Georgia
$683K -$116K -460 -14%
ZIG
1814
Zullo Investment Group
Pennsylvania
$682K +$11.9K +47 +2%
GCM
1815
Gladius Capital Management
Illinois
$681K +$391K +1,551 +117%
TGAM
1816
TBH Global Asset Management
Tennessee
$680K -$113K -450 -14%
MQWP
1817
Morey & Quinn Wealth Partners
Nebraska
$680K +$22.4K +89 +3%
DLHL
1818
Donald L. Hagan LLC
Florida
$679K -$26K -103 -3%
AWM
1819
Aries Wealth Management
Maine
$679K +$151K +597 +26%
CWG
1820
Cornerstone Wealth Group
North Carolina
$677K +$42.6K +169 +6%
GFP
1821
Gryphon Financial Partners
Ohio
$676K +$85.8K +340 +14%
CC
1822
Copperleaf Capital
North Carolina
$676K -$309K -1,227 -30%
WI
1823
WrapManager Inc
California
$676K -$236K -936 -25%
BWM
1824
Baron Wealth Management
Michigan
$675K -$15.6K -62 -2%
FC
1825
Fjell Capital
North Dakota
$675K -$565K -2,241 -44%

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.