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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
HNB
1876
Hilltop National Bank
Wyoming
$614K -$92.1K -365 -12%
UWP
1877
Uniting Wealth Partners
Kansas
$612K +$162K +643 +33%
CSA
1878
Cornerstone Select Advisors
Missouri
$609K +$69.1K +274 +12%
FWCM
1879
Ferguson Wellman Capital Management
Oregon
$609K +$118K +467 +22%
WCA
1880
Westover Capital Advisors
Delaware
$609K -$6.05K -24 -0.9%
CSB
1881
City State Bank
Iowa
$608K +$504 +2 +0.1%
JF
1882
Jump Financial
Illinois
$607K -$38.8M -153,665 -98%
CA
1883
Carson Advisory
Georgia
$606K +$97.6K +387 +18%
RMDI
1884
R.M. Davis Inc
Maine
$603K -$124K -491 -16%
MSR
1885
Main Street Research
Connecticut
$597K +$218K +866 +52%
KA
1886
Kozak & Associates
Colorado
$596K -$14.9K -59 -2%
SI
1887
Severin Investments
Missouri
$594K -$68.3K -271 -10%
SCP
1888
Sivia Capital Partners
California
$594K -$114K -451 -15%
IWN
1889
Independent Wealth Network
Iowa
$594K +$632K +2,507 New
CPW
1890
Catalyst Private Wealth
California
$593K +$18.2K +72 +3%
BFS
1891
BridgePort Financial Solutions
Iowa
$593K +$631K +2,503 New
FFO
1892
Fortitude Family Office
Arizona
$590K +$757 +3 +0.1%
PA
1893
Persium Advisors
Georgia
$589K +$103K +410 +20%
SIM
1894
Sentry Investment Management
Wisconsin
$588K -$107K -423 -15%
MS
1895
Mizuho Securities
Japan
$588K -$792K -3,140 -56%
OWP
1896
ORG Wealth Partners
Texas
$586K -$45.4K -180 -7%
SMA
1897
Seven Mile Advisory
New Jersey
$586K +$108K +428 +21%
FFO
1898
Fiduciary Family Office
Florida
$586K -$202K -799 -24%
CIAS
1899
Capital Investment Advisory Services
North Carolina
$583K -$9.33K -37 -1%
FWP
1900
FAS Wealth Partners
Kansas
$582K -$48.9K -194 -7%

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.