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
NWWA
2251
New Wave Wealth Advisors
Arkansas
$313K +$47.7K +189 +17%
CCM
2252
Consolidated Capital Management
California
$313K +$1.01K +4 +0.3%
ICP
2253
Impact Capital Partners
Colorado
$311K -$127K -505 -28%
OL
2254
one8zero8 LLC
North Carolina
$310K -$16.4K -65 -5%
MWA
2255
Muirfield Wealth Advisors
North Carolina
$309K -$37.8K -150 -10%
IGGA
2256
Iron Gate Global Advisors
Utah
$309K +$89.5K +355 +37%
FI
2257
Fosun International
China
$309K
TAM
2258
Tucker Asset Management
Colorado
$308K +$328K +1,300 New
MBTD
2259
Mechanics Bank - Trust Department
California
$306K -$11.1K -44 -3%
AA
2260
Acorns Advisers
California
$306K +$57.8K +229 +22%
HB
2261
Horizon Bancorp
Indiana
$306K +$120K +476 +58%
CGA
2262
Crescent Grove Advisors
Illinois
$305K +$124K +492 +62%
IP
2263
Isthmus Partners
Wisconsin
$304K +$324K +1,283 New
FNBT
2264
FineMark National Bank & Trust
Florida
$303K -$332K -1,316 -51%
DWA
2265
Delap Wealth Advisory
Oregon
$303K
JCM
2266
Jag Capital Management
Missouri
$303K -$108K -427 -25%
SWA
2267
Strata Wealth Advisors
Texas
$302K -$19.9K -79 -6%
GCA
2268
Gradient Capital Advisors
California
$302K -$5.8K -23 -2%
MMM
2269
Mendel Money Management
Illinois
$302K -$1.26K -5 -0.4%
AI
2270
Accredited Investors
Minnesota
$301K -$6.3K -25 -2%
MWM
2271
Mattern Wealth Management
Kansas
$301K -$13.9K -55 -4%
PBK
2272
Peoples Bank (Kansas)
Kansas
$301K -$8.83K -35 -3%
SCM
2273
Sitrin Capital Management
California
$301K
SSG
2274
Summit Securities Group
New York
$301K +$242K +959 +310%
KIG
2275
Kennedy Investment Group
New Jersey
$300K -$86K -341 -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.