We are live on ! Find out more
CRM icon

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
AIM
2126
Acropolis Investment Management
Missouri
$384K +$356K +1,410 New
FH
2127
FWG Holdings
Florida
$384K +$18.2K +72 +5%
SFC
2128
SYM Financial Corp
Indiana
$383K -$498K -1,974 -55%
VC
2129
Veery Capital
Delaware
$383K -$4.79K -19 -1%
ML
2130
McAdam LLC
Pennsylvania
$381K +$36.1K +143 +10%
AF
2131
Apexium Financial
Texas
$381K -$49.4K -196 -11%
SYBT
2132
Stock Yards Bank & Trust
Kentucky
$379K -$11.1K -44 -3%
SMC
2133
Smith, Moore & Co
Missouri
$377K -$12.6K -50 -3%
GD
2134
Grandfield & Dodd
New York
$377K +$13.1K +52 +3%
DWS
2135
Dynamic Wealth Strategies
California
$376K +$91.3K +362 +30%
RIP
2136
Reliant Investment Partners
North Carolina
$376K
CAM
2137
Claret Asset Management
Quebec, Canada
$376K -$3.03K -12 -0.8%
DACS
2138
Dymon Asia Capital (Singapore)
Singapore
$376K +$400K +1,585 New
ACA
2139
Affinity Capital Advisors
California
$376K -$300K -1,190 -43%
YWS
2140
Yarger Wealth Strategies
Ohio
$374K +$168K +666 +73%
WAM
2141
Wakefield Asset Management
Colorado
$373K
WC
2142
Waterloo Capital
Texas
$373K -$802K -3,179 -67%
PWMG
2143
Pioneer Wealth Management Group
Texas
$373K +$9.84K +39 +3%
XWM
2144
Xcel Wealth Management
Florida
$372K -$197K -781 -33%
CL
2145
CVFG LLC
Indiana
$372K +$6.3K +25 +2%
DJYG
2146
David J. Yvars Group
Florida
$371K -$655K -2,598 -62%
SAM
2147
Strive Asset Management
Ohio
$370K -$96.8K -384 -20%
MSFS
2148
Main Street Financial Solutions
Pennsylvania
$369K -$24.5K -97 -6%
HWA
2149
HCR Wealth Advisors
California
$369K -$34K -135 -8%
TCM
2150
Telos Capital Management
California
$368K -$96.1K -381 -20%

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.