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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
BFA
2026
Beacon Financial Advisory
Ohio
$456K +$4.29K +17 +0.9%
FSA
2027
Franklin Street Advisors
North Carolina
$456K -$19.6M -77,826 -98%
TW
2028
Traveka Wealth
California
$455K -$25K -99 -5%
JCM
2029
Jacobsen Capital Management
Utah
$455K +$41.1K +163 +9%
IRC
2030
Investors Research Corp
Georgia
$455K +$252 +1 +0.1%
RWP
2031
Revolve Wealth Partners
New Jersey
$455K -$47.4K -188 -9%
KIC
2032
Kensington Investment Counsel
California
$454K -$13.9K -55 -3%
SCG
2033
Sonata Capital Group
Washington
$454K +$139K +550 +40%
BIA
2034
Bigelow Investment Advisors
Maine
$454K +$39.3K +156 +9%
TC
2035
Trilogy Capital
California
$454K -$14.4K -57 -3%
SP
2036
SIH Partners
Delaware
$453K +$482K +1,912 New
RFS
2037
Richardson Financial Services
Massachusetts
$452K +$5.04K +20 +1%
CWA
2038
Clarity Wealth Advisors
California
$451K -$4.04K -16 -0.8%
CIC
2039
Chilton Investment Company
Connecticut
$451K +$139K +551 +41%
BCG
2040
Breakwater Capital Group
New Jersey
$451K -$11.3K -45 -2%
BOPW
2041
Brandywine Oak Private Wealth
Pennsylvania
$451K +$5.04K +20 +1%
ACM
2042
Andina Capital Management
Utah
$450K +$47.4K +188 +11%
4A
2043
4Wealth Advisors
Illinois
$449K +$97.6K +387 +26%
AWM
2044
Accel Wealth Management
Iowa
$448K -$24.5K -97 -5%
AA
2045
Apriem Advisors
California
$447K -$50.4K -200 -10%
BFPW
2046
BOK Financial Private Wealth
Colorado
$445K -$13.6K -54 -3%
QFW
2047
QTR Family Wealth
Florida
$445K +$25.5K +101 +6%
FC
2048
Farringdon Capital
United Kingdom
$442K -$107K -424 -19%
DOA
2049
D'Orazio & Associates
Virginia
$441K -$70.6K -280 -13%
CAU
2050
Caxton Associates (UK)
$440K -$639K -2,533 -58%

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.