We are live on ! Find out more
CRM icon

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
LIM
1951
Leavell Investment Management
Alabama
$522K -$21.7K -86 -4%
AWM
1952
Accurate Wealth Management
Florida
$522K -$851K -3,373 -61%
LSA
1953
Lion Street Advisors
Texas
$520K +$174K +690 +66%
ST
1954
Somerset Trust
Pennsylvania
$520K +$255K +1,010 +85%
PWPS
1955
Pinnacle Wealth Planning Services
Ohio
$519K -$273K -1,084 -33%
SWP
1956
Semus Wealth Partners
Florida
$517K +$74.7K +296 +16%
PWS
1957
Peterson Wealth Services
Utah
$516K +$333K +1,321 +62%
CRI
1958
Colonial River Investments
Virginia
$516K -$83.2K -330 -13%
WBCM
1959
Wilson & Boucher Capital Management
California
$515K
BW
1960
BXM Wealth
Colorado
$515K
SAA
1961
Southeast Asset Advisors
Georgia
$514K +$547K +2,168 New
NI
1962
Natural Investments
California
$513K -$3.03K -12 -0.6%
PWMAG
1963
Pinnacle Wealth Management Advisory Group
New Jersey
$512K -$71.6K -284 -12%
IWA
1964
IVC Wealth Advisors
Pennsylvania
$510K +$25.2K +100 +5%
HAM
1965
Harmony Asset Management
Arizona
$509K
PA
1966
Perennial Advisors
New York
$507K +$29.8K +118 +6%
WA
1967
Win Advisors
Florida
$507K +$540K +2,140 New
CT
1968
Colonial Trust
South Carolina
$507K +$273K +1,083 +103%
FWA
1969
FSM Wealth Advisors
Ohio
$506K +$190K +752 +54%
OFS
1970
OneAscent Financial Services
Alabama
$504K -$269K -1,066 -33%
APM
1971
a16z Perennial Management
California
$504K +$536K +2,125 New
AP
1972
Appleton Partners
Massachusetts
$503K -$58.5K -232 -10%
TVAMP
1973
Tennessee Valley Asset Management Partners
Tennessee
$503K +$66.3K +263 +14%
BOJHT
1974
Bank of Jackson Hole Trust
Wyoming
$502K +$380K +1,505 +246%
RCM
1975
Requisite Capital Management
Texas
$501K +$532K +2,110 New

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.