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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
CP
2001
Covenant Partners
Tennessee
$474K
WA
2002
Waddell & Associates
Tennessee
$474K +$23.5K +93 +5%
AIMC
2003
Alley Investment Management Company
Illinois
$474K
CI
2004
Corient IA
Florida
$474K
BFG
2005
Berger Financial Group
Minnesota
$473K -$36.3K -144 -7%
MSA
2006
Marino Stram & Associates
Massachusetts
$473K -$108K -430 -18%
CWMGO
2007
Capstone Wealth Management Group (Oregon)
Oregon
$473K +$135K +536 +37%
ACP
2008
Aviance Capital Partners
Florida
$471K +$13.9K +55 +3%
AA
2009
Addison Advisors
Vermont
$471K -$48.9K -194 -9%
EL
2010
EWA LLC
Pennsylvania
$470K +$2.52K +10 +0.5%
CA
2011
Capital Advantage
California
$469K -$5.8K -23 -1%
BMWS
2012
Brady Martz Wealth Solutions
North Dakota
$467K -$2.27K -9 -0.5%
MWA
2013
Midland Wealth Advisors
Illinois
$467K -$185K -733 -27%
WWA
2014
Wisconsin Wealth Advisors
Wisconsin
$466K -$1.51K -6 -0.3%
PCM
2015
Polymer Capital Management
New York
$466K +$496K +1,966 New
GF
2016
Gabelli Funds
New York
$466K -$24K -95 -5%
OFG
2017
Oxford Financial Group
Indiana
$466K +$77.2K +306 +18%
EA
2018
Everpar Advisors
Oklahoma
$465K +$42.1K +167 +9%
LWM
2019
Liberty Wealth Management
California
$462K -$32.3K -128 -6%
AAS
2020
Ameritas Advisory Services
Nebraska
$459K -$1.23M -4,862 -72%
WHCI
2021
W.H. Cornerstone Investments
Massachusetts
$459K -$6.81K -27 -1%
CASB
2022
Cape Ann Savings Bank
Massachusetts
$458K +$488K +1,934 New
KLCM
2023
KG&L Capital Management
Louisiana
$457K -$586K -2,324 -55%
GAA
2024
Guardian Asset Advisors
Pennsylvania
$457K +$252 +1 +0.1%
VIM
2025
Vista Investment Management
Pennsylvania
$457K -$46.2K -183 -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 1,156 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.