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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
VFG
2101
V2 Financial group
Illinois
$400K
LT
2102
Legacy Trust
Michigan
$399K +$425K +1,684 New
AF
2103
Apollon Financial
South Carolina
$399K -$6.3K -25 -1%
SFO
2104
Stokes Family Office
Louisiana
$398K -$3.28K -13 -0.8%
SPAS
2105
Spectrum Planning & Advisory Services
California
$397K +$36.6K +145 +9%
DW30
2106
Drucker Wealth 3.0
New Jersey
$397K -$184K -731 -30%
RF
2107
Rossby Financial
Florida
$396K +$29K +115 +7%
STA
2108
Smith Thornton Advisors
Alabama
$396K -$10.8K -43 -3%
WG
2109
Welch Group
Alabama
$396K +$21.9K +87 +5%
CCA
2110
Corps Capital Advisors
Texas
$395K -$9.84K -39 -2%
EP
2111
EPIQ Partners
Minnesota
$395K -$13.6K -54 -3%
WCM
2112
Wedge Capital Management
North Carolina
$395K
CCAM
2113
Cascades Capital Asset Management
North Carolina
$395K -$160K -635 -28%
LI
2114
Lafayette Investments
Maryland
$394K +$419K +1,661 New
AAA
2115
American Alpha Advisors
New York
$392K +$18.7K +74 +5%
ACM
2116
Arcataur Capital Management
Wisconsin
$392K -$18.9K -75 -4%
RB
2117
Rodgers Brothers
Pennsylvania
$391K +$416K +1,651 New
SA
2118
Sonoma Allocations
California
$390K +$400K +1,585 New
FWI
2119
Facet Wealth Inc
Maryland
$389K +$90.8K +360 +28%
OW
2120
Olistico Wealth
Oklahoma
$389K +$1.01K +4 +0.2%
BFA
2121
Beaumont Financial Advisors
Massachusetts
$388K -$11.1K -44 -3%
SFG
2122
SevenBridge Financial Group
Pennsylvania
$387K -$54K -214 -12%
FFA
2123
Fi3 Financial Advisors
Indiana
$387K -$38.1K -151 -8%
LSIA
2124
LaSalle St. Investment Advisors
Illinois
$387K -$319K -1,264 -44%
AF
2125
Advisornet Financial
Minnesota
$385K -$244K -967 -37%

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.