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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
WCFA
1976
Walkner Condon Financial Advisors
Wisconsin
$501K -$38.6K -153 -7%
CWA
1977
Consilio Wealth Advisors
Washington
$499K +$6.3K +25 +1%
NRC
1978
New Republic Capital
North Carolina
$498K +$32K +127 +6%
PIC
1979
Portland Investment Counsel
Ontario, Canada
$498K +$530K +2,102 New
VCM
1980
Versant Capital Management
Arizona
$497K -$124K -493 -19%
OBWG
1981
Onyx Bridge Wealth Group
New York
$496K +$192K +762 +57%
PP
1982
Patron Partners
Texas
$494K -$53.2K -211 -9%
SWA
1983
Serenus Wealth Advisors
California
$492K +$524K +2,077 New
RPWA
1984
Regent Peak Wealth Advisors
Georgia
$492K +$523K +2,074 New
BOH
1985
Bank of Hawaii
Hawaii
$491K -$23.5K -93 -4%
RC
1986
Rexford Capital
Texas
$490K +$7.31K +29 +1%
ISWM
1987
Independent Solutions Wealth Management
New York
$489K +$49.2K +195 +10%
LWM
1988
Latko Wealth Management
Illinois
$489K +$757 +3 +0.1%
PFGIA
1989
Patriot Financial Group Insurance Agency
Massachusetts
$488K -$963K -3,818 -65%
MG
1990
McHugh Group
Ohio
$486K -$50.4K -200 -9%
CWM
1991
Centurion Wealth Management
Virginia
$484K +$7.82K +31 +2%
ECM
1992
Element Capital Management
New York
$483K +$515K +2,040 New
SFG
1993
Synergy Financial Group
California
$482K +$12.1K +48 +2%
RCA
1994
Runnymede Capital Advisors
Ohio
$481K -$126K -500 -20%
NFA
1995
Northern Financial Advisors
Michigan
$481K +$76.7K +304 +18%
JWM
1996
Jeppson Wealth Management
California
$480K +$4.54K +18 +0.9%
S
1997
Sunpointe
Missouri
$478K -$56K -222 -10%
AWAP
1998
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$477K +$16.1K +64 +3%
RS
1999
R Squared
Hong Kong
$475K -$1.13M -4,471 -69%
AA
2000
Armis Advisers
Georgia
$475K -$60.3K -239 -12%

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.