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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
MFG
1926
Magnus Financial Group
New York
$551K +$6.05K +24 +1%
WAG
1927
Winthrop Advisory Group
Massachusetts
$551K +$69.4K +275 +13%
AIMA
1928
Ables Iannone Moore & Associates
Georgia
$549K -$30.8K -122 -5%
FFA
1929
Founders Financial Alliance
North Carolina
$549K +$45.9K +182 +9%
AWE
1930
Avidian Wealth Enterprises
Texas
$548K +$22.2K +88 +4%
TWM
1931
Trueblood Wealth Management
Ohio
$548K -$236K -936 -29%
DI
1932
Diligent Investors
California
$545K -$500K -1,983 -46%
VC
1933
Vestor Capital
Illinois
$545K +$54.7K +217 +10%
RIP
1934
RAM Investment Partners
Washington
$544K +$5.8K +23 +1%
VFG
1935
Victory Financial Group
Texas
$544K +$64.8K +257 +13%
BWM
1936
BankPlus Wealth Management
Mississippi
$544K +$7.31K +29 +1%
RI
1937
Ridgewood Investments
New Jersey
$542K +$195K +773 +51%
1CP
1938
17 Capital Partners
Arizona
$542K -$8.83K -35 -2%
GSB
1939
Greenfield Savings Bank
Massachusetts
$541K +$79.2K +314 +16%
PFA
1940
Pure Financial Advisors
California
$538K +$87.8K +348 +18%
RZH
1941
Relyea Zuckerberg Hanson
Connecticut
$537K -$105K -417 -16%
GWM
1942
Gibbs Wealth Management
Georgia
$536K -$97.1K -385 -15%
CIM
1943
CIM Investment Management
Pennsylvania
$536K -$5.3K -21 -0.9%
WCM
1944
Windsor Capital Management
Arizona
$535K -$63.1K -250 -10%
SCI
1945
Silver Coast Investments
United States
$532K +$45.1K +179 +9%
GCP
1946
GSA Capital Partners
United Kingdom
$529K -$592K -2,346 -51%
CA
1947
CoreCap Advisors
Michigan
$525K +$60.5K +240 +12%
IA
1948
IFG Advisors
Missouri
$525K -$252 -1 -0%
CPC
1949
Cookson Peirce & Co
Pennsylvania
$525K +$331K +1,314 +146%
MAM
1950
Meeder Asset Management
Ohio
$523K +$48.7K +193 +10%

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.