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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
SC
1826
Saiph Capital
New Jersey
$672K +$59.3K +235 +9%
SCI
1827
S&CO Inc
Massachusetts
$672K
CA
1828
Crumly & Associates
Illinois
$672K +$163K +645 +29%
CH
1829
Cromwell Holdings
Wyoming
$670K -$92.3K -366 -11%
ST
1830
Sageworth Trust
Pennsylvania
$669K +$711K +2,821 New
RWM
1831
Riverbend Wealth Management
South Carolina
$668K +$18.9K +75 +3%
SB
1832
Sunflower Bank
Texas
$666K -$23.5K -93 -3%
IAIM
1833
International Assets Investment Management
Florida
$662K
MWM
1834
Maridea Wealth Management
New York
$662K +$206K +815 +46%
MSWM
1835
McGlone Suttner Wealth Management
Wisconsin
$660K -$41.9K -166 -6%
YP
1836
YANKCOM Partnership
South Dakota
$659K +$16.9K +67 +2%
TCM
1837
Tandem Capital Management
New Jersey
$658K -$3.28K -13 -0.5%
ACI
1838
Alpha Cubed Investments
California
$656K -$30.3K -120 -4%
LA
1839
Legacy Advisors
Pennsylvania
$654K +$694K +2,753 New
FFA
1840
First Foundation Advisors
California
$650K -$416K -1,649 -38%
CNBTD
1841
Citizens National Bank Trust Department
Mississippi
$648K +$40.6K +161 +6%
WPWM
1842
Western Pacific Wealth Management
Illinois
$648K +$200K +792 +41%
CA
1843
Claro Advisors
Massachusetts
$648K -$31K -123 -4%
Fayez Sarofim & Co
1844
Fayez Sarofim & Co
Texas
$647K +$6.3K +25 +0.9%
AAMU
1845
AEGON Asset Management (UK)
United Kingdom
$647K +$396K +1,571 +136%
BI
1846
BlueSpruce Investments
Illinois
$647K -$229M -907,189 -100%
OL
1847
OneFund LLC
Florida
$641K +$25.7K +102 +4%
AT
1848
Avalon Trust
New Mexico
$638K +$13.4K +53 +2%
FSA
1849
Financial Sense Advisors
California
$637K -$45.1K -179 -6%
EWM
1850
Evermay Wealth Management
Virginia
$637K +$19.7K +78 +3%

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.