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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
CSF
2326
Capital Squared Financial
Maryland
$277K -$27K -107 -8%
PAG
2327
Powers Advisory Group
Illinois
$277K -$11.3K -45 -4%
DF
2328
Dunhill Financial
United Kingdom
$277K -$285K -1,130 -49%
LW
2329
Libra Wealth
California
$277K -$10.3K -41 -3%
KFC
2330
Klingenstein Fields & Co
New York
$277K +$17.7K +70 +6%
EHC
2331
Everett Harris & Co
California
$276K +$2.52K +10 +0.9%
WA
2332
Westfuller Advisors
New York
$276K +$65.3K +259 +29%
GSWM
2333
Golden State Wealth Management
California
$275K -$163K -648 -36%
PCA
2334
Peddock Capital Advisors
Massachusetts
$275K -$1.26K -5 -0.4%
OWCM
2335
One Wealth Capital Management
Arizona
$275K +$45.6K +181 +18%
MCI
2336
MRP Capital Investments
Georgia
$274K
FMC
2337
First Merchants Corp
Indiana
$273K -$660K -2,615 -69%
WDG
2338
Wealth Dimensions Group
Ohio
$272K -$9.58K -38 -3%
SEA
2339
Stegent Equity Advisors
Texas
$271K -$105K -417 -27%
MAWCM
2340
Mine & Arao Wealth Creation & Management
California
$271K +$12.6K +50 +5%
MHC
2341
May Hill Capital
Massachusetts
$271K -$2.52K -10 -0.9%
GHA
2342
Granite Harbor Advisors
Texas
$271K -$2.27K -9 -0.8%
MFA
2343
Morling Financial Advisors
California
$271K -$54K -214 -16%
LOAMU
2344
Lombard Odier Asset Management (USA)
New York
$271K +$288K +1,142 New
TA
2345
TruWealth Advisors
Louisiana
$270K +$94.6K +375 +49%
BC
2346
Brio Consultants
California
$269K +$20.9K +83 +8%
MMC
2347
Mizuho Markets Cayman
Cayman Islands
$269K +$286K +1,134 New
RL
2348
Rogco LP
Oklahoma
$268K +$285K +1,132 New
CCM
2349
Chaney Capital Management
Washington
$268K
NA
2350
Nordwand Advisors
Pennsylvania
$268K -$260K -1,029 -48%

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.