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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
SC
2076
Summa Corp
Texas
$422K
SWM
2077
Seed Wealth Management
Illinois
$419K -$483K -1,915 -52%
MCM
2078
Monarch Capital Management
Indiana
$418K +$444K +1,759 New
AIM
2079
Advyzon Investment Management
Illinois
$417K -$31.3K -124 -7%
ANBT
2080
American National Bank & Trust
Texas
$416K -$23K -91 -5%
BWM
2081
BlackDiamond Wealth Management
New York
$416K +$50.4K +200 +13%
TWP
2082
Tyche Wealth Partners
Texas
$415K -$4.54K -18 -1%
RLH
2083
RD Lewis Holdings
Florida
$415K -$1.26K -5 -0.3%
VBA
2084
von Borstel & Associates
Oregon
$413K +$431K +1,710 New
MPM
2085
Meritage Portfolio Management
Kansas
$413K -$29K -115 -6%
GWAG
2086
Garrett Wealth Advisory Group
Texas
$412K
JF
2087
JSF Financial
California
$412K +$504 +2 +0.1%
QL
2088
Quarry LP
New York
$410K +$83K +329 +24%
SL
2089
Sentinus LLC
Illinois
$410K +$40.4K +160 +10%
SCM
2090
Schnieders Capital Management
California
$409K -$32.3K -128 -7%
PWM
2091
Pines Wealth Management
North Carolina
$409K -$17.4K -69 -4%
FMN
2092
Financial Management Network
California
$407K +$106K +420 +34%
WPC
2093
Waters Parkerson & Co
Louisiana
$406K
EWA
2094
Encompass Wealth Advisors
Oregon
$405K -$1.01K -4 -0.2%
IP
2095
Ignite Planners
California
$404K -$40.4K -160 -9%
TC
2096
TFR Capital
Texas
$403K +$2.77K +11 +0.7%
MPCA
2097
Madison Park Capital Advisors
Washington
$403K +$42.9K +170 +11%
PIA
2098
Pinion Investment Advisors
Kansas
$403K +$4.79K +19 +1%
CFO
2099
CVA Family Office
Colorado
$402K -$16.9K -67 -4%
BPFA
2100
Barnes Pettey Financial Advisors
Mississippi
$402K +$1.26K +5 +0.3%

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.