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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
FSA
2226
Fort Sheridan Advisors
Illinois
$326K -$216K -856 -38%
FMWA
2227
Forvis Mazars Wealth Advisors
Missouri
$326K -$54.5K -216 -14%
BCMLT
2228
Beacon Capital Management LLC (Tennessee)
Tennessee
$325K +$11.6K +46 +3%
BFG
2229
Beacon Financial Group
Texas
$325K +$1.26K +5 +0.4%
FSC
2230
Full Sail Capital
Oklahoma
$325K +$9.84K +39 +3%
CA
2231
Cornerstone Advisory
Maryland
$324K +$67.1K +266 +24%
FPCP
2232
Fort Point Capital Partners
California
$324K -$2.9M -11,498 -89%
YWM
2233
Yoder Wealth Management
California
$323K +$13.6K +54 +4%
AWM
2234
Activest Wealth Management
Florida
$321K +$245K +972 +254%
BFC
2235
Bedel Financial Consulting
Indiana
$321K
GTAM
2236
Global Trust Asset Management
Florida
$321K -$104K -413 -23%
EFA
2237
Evernest Financial Advisors
Indiana
$320K +$757 +3 +0.2%
TC
2238
Truvestments Capital
Florida
$320K +$4.54K +18 +1%
SIAG
2239
Safeguard Investment Advisory Group
California
$320K +$7.57K +30 +2%
CAGAS
2240
Capital Advisory Group Advisory Services
Minnesota
$319K +$47.9K +190 +16%
ZAM
2241
Zevin Asset Management
Massachusetts
$319K +$339K +1,345 New
JCIA
2242
Jackson Creek Investment Advisors
Colorado
$318K -$1.01K -4 -0.3%
FFC
2243
First Financial Corp
Indiana
$317K -$13.1K -52 -4%
NAS
2244
NWF Advisory Services
California
$317K -$303K -1,203 -47%
BOS
2245
Bank of Stockton
California
$317K -$28.2K -112 -8%
WIA
2246
Wetzel Investment Advisors
Indiana
$316K +$21.7K +86 +7%
KPWG
2247
KFA Private Wealth Group
Virginia
$314K
WJWM
2248
Williams Jones Wealth Management
New York
$314K -$132K -522 -28%
AW
2249
Alteri Wealth
California
$314K -$3.28K -13 -1%
TWP
2250
Triad Wealth Partners
Kansas
$314K -$86.5K -343 -21%

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.