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
BB
2176
Busey Bank
Illinois
$352K +$18.4K +73 +5%
WF
2177
Womack Financial
Texas
$352K
FWP
2178
Fiduciary Wealth Partners
Massachusetts
$352K +$375K +1,485 New
LA
2179
LexAurum Advisors
Kansas
$351K +$374K +1,481 New
EFG
2180
Ethos Financial Group
Pennsylvania
$350K -$115K -457 -24%
ACA
2181
American Capital Advisory
Idaho
$350K -$2.52K -10 -0.7%
HNW
2182
High Note Wealth
Minnesota
$348K -$13.9K -55 -4%
DIM
2183
DLK Investment Management
California
$347K -$5.3K -21 -1%
RIS
2184
Retirement Income Solutions
Michigan
$347K +$10.3K +41 +3%
LCWP
2185
Legacy Capital Wealth Partners
Arkansas
$346K -$36.3K -144 -9%
CPWA
2186
Cerro Pacific Wealth Advisors
California
$345K -$36.6K -145 -9%
BBI
2187
Baxter Bros Inc
Connecticut
$345K -$216K -858 -37%
AWM
2188
Atticus Wealth Management
Florida
$344K +$169K +672 +86%
BTWM
2189
Brass Tax Wealth Management
Ohio
$342K -$55K -218 -13%
CPCM
2190
Cardinal Point Capital Management
Ontario, Canada
$341K
BWA
2191
Bestgate Wealth Advisors
Maryland
$341K +$30K +119 +9%
SI
2192
Seeds Investor
New York
$341K -$42.4K -168 -10%
GAM
2193
Gemmer Asset Management
California
$340K -$744K -2,948 -67%
CC
2194
Cypress Capital
Tennessee
$340K -$40.4K -160 -10%
VC
2195
Veracity Capital
Georgia
$340K +$102K +403 +39%
LRWA
2196
Long Run Wealth Advisors
New York
$339K +$9.84K +39 +3%
BCP
2197
Berkeley Capital Partners
Georgia
$339K -$27.5K -109 -7%
RFA
2198
Resurgent Financial Advisors
Georgia
$338K +$49.2K +195 +16%
DE
2199
Diversified Enterprises
Delaware
$338K +$4.29K +17 +1%
TCBWMS
2200
Texas Capital Bank Wealth Management Services
Texas
$338K +$360K +1,426 New

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.