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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
CT
1901
Clearstead Trust
Maine
$581K -$17.4K -69 -3%
KOC
1902
Koss-Olinger Consulting
Florida
$581K -$50.7K -201 -9%
ACGA
1903
Atlanta Consulting Group Advisors
Georgia
$580K +$13.4K +53 +2%
KCIC
1904
Kuhn & Co Investment Counsel
Illinois
$579K -$5.55K -22 -0.9%
CUAMC
1905
China Universal Asset Management Company
China
$579K -$1.25M -4,941 -67%
LIG
1906
Lokken Investment Group
Delaware
$577K -$22.2K -88 -3%
ST
1907
Smithfield Trust
Pennsylvania
$576K -$14.9K -59 -2%
FEG
1908
Financial Enhancement Group
Indiana
$576K +$39.1K +155 +7%
HHRDM
1909
H&H Retirement Design & Management
Nevada
$574K +$128K +509 +27%
IC
1910
Inscription Capital
Texas
$573K +$170K +674 +39%
RIG
1911
Ramiah Investment Group
Wisconsin
$570K +$158K +628 +35%
UAG
1912
United Advisor Group
Ohio
$570K +$242K +958 +66%
Kayne Anderson Rudnick Investment Management
1913
Kayne Anderson Rudnick Investment Management
California
$567K -$24.7K -98 -4%
SOS
1914
Silver Oak Securities
Tennessee
$566K -$194K -769 -24%
GWM
1915
Greenwich Wealth Management
Connecticut
$565K -$6.3K -25 -1%
MEG
1916
Millstone Evans Group
Colorado
$565K -$11.1K -44 -2%
APW
1917
Axim Planning & Wealth
Ohio
$564K +$601K +2,381 New
PWM
1918
Purus Wealth Management
California
$560K +$596K +2,362 New
AG
1919
AmeriFlex Group
Nevada
$558K +$319K +1,265 +116%
CM
1920
Capula Management
Cayman Islands
$557K +$397K +1,573 +202%
WA
1921
WBH Advisory
Maryland
$557K +$36.6K +145 +7%
IA
1922
IFG Advisory
Georgia
$556K +$16.6K +66 +3%
GS
1923
GTS Securities
New York
$552K +$588K +2,331 New
ZI
1924
ZEGA Investments
Florida
$552K +$587K +2,328 New
AO
1925
Advisor OS
Illinois
$551K -$91.8K -364 -14%

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.