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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
FAM
2351
Forte Asset Management
New York
$267K
FNWM
2352
Financial Network Wealth Management
Utah
$267K +$279K +1,105 New
WDC
2353
Woodward Diversified Capital
California
$267K -$21.4K -85 -7%
GCP
2354
Gill Capital Partners
Colorado
$266K +$5.55K +22 +2%
FAT
2355
First American Trust
California
$266K -$14.6K -58 -5%
WPA
2356
Wealth Preservation Advisors
Tennessee
$266K -$1.32M -5,243 -82%
WAG
2357
Wallace Advisory Group
California
$266K +$757 +3 +0.3%
GWM
2358
GK Wealth Management
Nevada
$265K +$2.27K +9 +0.8%
MWP
2359
Meriwether Wealth & Planning
Louisiana
$265K +$39.1K +155 +16%
FG
2360
Foster Group
Iowa
$265K -$12.6K -50 -4%
VPW
2361
Variant Private Wealth
Virginia
$264K +$504 +2 +0.2%
RFW
2362
Rainier Family Wealth
Washington
$264K -$58.8K -233 -17%
SCM
2363
SOL Capital Management
Maryland
$262K +$279K +1,106 New
NRI
2364
NFP Retirement Inc
California
$262K +$1.26K +5 +0.5%
SQA
2365
Simon Quick Advisors
New Jersey
$261K +$277K +1,100 New
GI
2366
Gradient Investments
Minnesota
$260K -$11M -43,725 -98%
FLFS
2367
Family Legacy Financial Solutions
North Carolina
$260K -$43.6K -173 -14%
CAS
2368
Coppell Advisory Solutions
Texas
$260K +$8.83K +35 +3%
CA
2369
Cannon Advisors
North Carolina
$260K +$15.1K +60 +6%
SIC
2370
Shoker Investment Counsel
Ohio
$259K +$252 +1 +0.1%
MM
2371
MQS Management
New York
$259K +$275K +1,092 New
MCM
2372
Mengis Capital Management
Oregon
$258K
C1AG
2373
Client 1st Advisory Group
Florida
$258K +$275K +1,089 New
HR
2374
Howe & Rusling
New York
$257K +$25.7K +102 +10%
FWM
2375
Forza Wealth Management
Florida
$256K

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.