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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, 1,155 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: 1,155 | 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
1,155
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
CG
176
Carmignac Gestion
France
$117M +$64.7M +256,397 +108%
Chevy Chase Trust
177
Chevy Chase Trust
Maryland
$116M -$4.77M -18,906 -4%
N
178
Natixis
France
$116M +$50.7M +201,166 +70%
Jones Financial Companies
179
Jones Financial Companies
Missouri
$113M +$15.5M +61,270 +15%
Truist Financial
180
Truist Financial
North Carolina
$111M -$16.9M -67,031 -12%
HighTower Advisors
181
HighTower Advisors
Illinois
$111M +$14.6M +57,910 +14%
SFM
182
Soros Fund Management
New York
$110M +$18.7M +73,980 +19%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
183
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$110M +$74M +293,370 +173%
TG
184
TCW Group
California
$109M +$41.2M +163,322 +55%
Voloridge Investment Management
185
Voloridge Investment Management
Florida
$104M -$32.1M -127,342 -22%
CI Investments Inc
186
CI Investments Inc
Ontario, Canada
$103M -$50.4M -199,790 -32%
Royal London Asset Management
187
Royal London Asset Management
United Kingdom
$102M -$6.14M -24,350 -5%
JAM
188
Jupiter Asset Management
United Kingdom
$101M -$2.75M -10,915 -3%
SAG
189
Susquehanna Advisors Group
Pennsylvania
$99.5M +$106M +420,000 New
Treasurer of the State of North Carolina
190
Treasurer of the State of North Carolina
North Carolina
$99.5M -$4.12M -16,355 -4%
Corient Private Wealth
191
Corient Private Wealth
Florida
$99.2M -$8.28M -32,835 -7%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$97.6M -$36.2M -143,489 -26%
Mackenzie Financial
193
Mackenzie Financial
Ontario, Canada
$96.2M -$23.6M -93,489 -19%
Allspring Global Investments
194
Allspring Global Investments
North Carolina
$95.6M +$10.9M +43,341 +12%
Baird Financial Group
195
Baird Financial Group
Wisconsin
$94.3M +$1.77M +7,022 +2%
SO
196
STRS Ohio
Ohio
$94.1M -$683K -2,707 -0.7%
Mariner
197
Mariner
Kansas
$93.4M -$19.8M -78,558 -17%
US Bancorp
198
US Bancorp
Minnesota
$93.3M -$4.75M -18,853 -5%
XL
199
XN LP
New York
$93.2M -$20M -79,235 -17%
KK
200
KLP Kapitalforvaltning
Norway
$91.5M +$832K +3,300 +0.9%

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 1,155 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.