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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
FNBSF
2301
First National Bank Sioux Falls
South Dakota
$286K
BOC
2302
Bull Oak Capital
California
$286K -$40.6K -161 -12%
EAM
2303
Empirical Asset Management
Massachusetts
$285K -$43.9K -174 -13%
FCG
2304
Fielder Capital Group
Tennessee
$285K -$16.1K -64 -5%
AGA
2305
Arkos Global Advisors
Texas
$285K +$45.6K +181 +18%
BBL
2306
Beck Bode LLC
Massachusetts
$285K -$23K -91 -7%
OWM
2307
OneAscent Wealth Management
Alabama
$284K -$147K -581 -33%
LSV Asset Management
2308
LSV Asset Management
Illinois
$284K +$303K +1,200 New
WP
2309
Westmount Partners
California
$283K -$4.04K -16 -1%
MW
2310
MBL Wealth
North Carolina
$283K -$123K -487 -29%
CA
2311
Crewe Advisors
Utah
$283K +$44.1K +175 +17%
CH
2312
Canton Hathaway
Rhode Island
$282K -$101K -400 -25%
AGC
2313
Aspen Grove Capital
Colorado
$282K -$63.3K -251 -17%
WA
2314
Wealth Architects
California
$282K -$13.4K -53 -4%
FOA
2315
Five Oceans Advisors
California
$282K -$22.4K -89 -7%
EFMH
2316
E Fund Management (HK)
Hong Kong
$282K +$300K +1,189 New
JWM
2317
JGP Wealth Management
Oregon
$281K -$9.33K -37 -3%
TWM
2318
TriaGen Wealth Management
California
$281K +$299K +1,185 New
CFS
2319
CRA Financial Services
New Jersey
$280K -$757 -3 -0.3%
FNB
2320
Farmers National Bank
Kentucky
$279K +$24.2K +96 +9%
EC
2321
EdgeRock Capital
Colorado
$279K +$12.9K +51 +5%
NAG
2322
Northstar Advisory Group
New Jersey
$279K -$606K -2,401 -67%
FCT
2323
First Community Trust
Iowa
$278K
WE
2324
Wealth Effects
Massachusetts
$278K +$16.4K +65 +6%
GS
2325
GWN Securities
Florida
$277K -$329K -1,303 -53%

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.