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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
FA
2051
FF Advisors
California
$439K -$34.8K -138 -7%
ASBI
2052
American State Bank (Iowa)
Iowa
$439K +$14.1K +56 +3%
PB
2053
Pinnacle Bancorp
Nebraska
$438K +$54.5K +216 +13%
LA
2054
LVW Advisors
New York
$437K -$161K -639 -26%
SGAM
2055
Smith Group Asset Management
Texas
$436K +$47.9K +190 +12%
B
2056
Bellecapital
Switzerland
$435K -$140K -554 -23%
BCI
2057
Blue Capital Inc
Nebraska
$435K +$463K +1,834 New
FLP
2058
Financial Life Planners
Arizona
$434K -$5.55K -22 -1%
CIA
2059
Caerus Investment Advisors
Texas
$434K +$462K +1,831 New
GF
2060
Gries Financial
Ohio
$434K +$29.5K +117 +7%
MP
2061
Moment Partners
California
$433K +$99.9K +396 +28%
MAM
2062
MWA Asset Management
Massachusetts
$433K -$454K -1,802 -50%
PCM
2063
Poehling Capital Management
Wisconsin
$433K -$41.1K -163 -8%
RTC
2064
Real Talk Capital
Tennessee
$433K +$22.4K +89 +5%
SSA
2065
Sierra Summit Advisors
Nevada
$432K -$87.5K -347 -16%
FPWM
2066
FSB Premier Wealth Management
Iowa
$430K +$5.04K +20 +1%
PSP
2067
Pacific Sage Partners
Washington
$427K -$504 -2 -0.1%
CL
2068
CSS LLC
Illinois
$427K +$313K +1,241 +222%
HL
2069
HeadInvest LLC
Maine
$426K -$13.9K -55 -3%
HA
2070
Herold Advisors
New York
$426K -$29.8K -118 -6%
KW
2071
KWB Wealth
California
$426K +$252 +1 +0.1%
APWM
2072
Argonautica Private Wealth Management
Massachusetts
$425K +$757 +3 +0.2%
BMC
2073
Benin Management Corp
Connecticut
$424K +$40.4K +160 +10%
LWM
2074
LJI Wealth Management
Indiana
$423K +$13.1K +52 +3%
WF
2075
Wayfinding Financial
Washington
$422K -$27.7K -110 -6%

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.