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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
BWS
2201
Broadway Wealth Solutions
Texas
$337K +$38.6K +153 +12%
FFA
2202
Florida Financial Advisors
Florida
$337K -$141K -559 -28%
MMCM
2203
Murphy & Mullick Capital Management
New York
$337K +$78.2K +310 +29%
APG
2204
Abacus Planning Group
South Carolina
$337K +$10.8K +43 +3%
OWM
2205
Opes Wealth Management
California
$335K -$16.9K -67 -5%
CFIA
2206
Cantor Fitzgerald Investment Advisors
New York
$334K
VAG
2207
VisionPoint Advisory Group
Texas
$333K +$22.4K +89 +7%
SSWM
2208
Sheets Smith Wealth Management
North Carolina
$333K -$757 -3 -0.2%
AA
2209
Auxano Advisors
Washington
$333K -$113K -448 -24%
TFM
2210
TFC Financial Management
Massachusetts
$332K +$1.26K +5 +0.4%
ATC
2211
Adirondack Trust Company
New York
$332K -$6.81K -27 -2%
Cohen & Steers
2212
Cohen & Steers
New York
$332K
RDFA
2213
Ritter Daniher Financial Advisory
Ohio
$332K +$353K +1,401 New
HI
2214
Hudock Inc
Pennsylvania
$332K +$87.8K +348 +33%
OPWM
2215
Oregon Pacific Wealth Management
Oregon
$331K +$35.1K +139 +11%
CFSG
2216
Clark Financial Services Group
Missouri
$331K +$24.5K +97 +7%
LI
2217
LRI Investments
Florida
$330K +$44.1K +175 +0.7%
WH
2218
Willner & Heller
California
$330K +$72.6K +288 +26%
TCM
2219
Triumph Capital Management
Colorado
$329K +$98.4K +390 +39%
BMC
2220
Beaton Management Company
Massachusetts
$328K -$25.2K -100 -7%
MWM
2221
Meritas Wealth Management
California
$328K +$349K +1,382 New
CCM
2222
Chiron Capital Management
Florida
$327K +$158K +628 +83%
CCWM
2223
Cassaday & Co Wealth Management
Virginia
$327K +$7.06K +28 +2%
SCA
2224
Sandy Cove Advisors
Massachusetts
$326K -$14.4K -57 -4%
IA
2225
IFC Advisors
California
$326K -$4.04K -16 -1%

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.