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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
FHC
2376
First Heartland Consultants
Missouri
$256K -$37.8K -150 -12%
BSSFA
2377
Baron Silver Stevens Financial Advisors
Florida
$256K -$8.83K -35 -3%
SFPG
2378
Stonebridge Financial Planning Group
Florida
$256K -$60.3K -239 -18%
HPM
2379
Hoxton Planning & Management
West Virginia
$255K +$2.77K +11 +1%
TWM
2380
Tradition Wealth Management
Minnesota
$255K -$58.8K -233 -18%
PWP
2381
Prasad Wealth Partners
Ohio
$255K -$3.28K -13 -1%
EW
2382
Element Wealth
Mississippi
$254K
AOWM
2383
Alpha Omega Wealth Management
Virginia
$254K -$4.79K -19 -2%
KCM
2384
Kathmere Capital Management
Pennsylvania
$253K -$251K -995 -48%
TCMP
2385
Thrive Capital Management (Pennsylvania)
Pennsylvania
$252K +$269K +1,065 New
AAM
2386
Aureus Asset Management
Massachusetts
$252K -$31.8M -125,908 -99%
WFA
2387
WMG Financial Advisors
Tennessee
$251K -$17.1K -68 -6%
DWM
2388
Daner Wealth Management
Georgia
$251K +$261K +1,033 New
NIM
2389
Northeast Investment Management
Massachusetts
$251K
MFS
2390
Madrona Financial Services
Washington
$250K +$15.4K +61 +6%
PCH
2391
PGIM Custom Harvest
New Jersey
$250K -$33.8K -134 -11%
SA
2392
Sage Advisors
Colorado
$249K -$24K -95 -8%
OC
2393
Oarsman Capital
Wisconsin
$249K -$35.6K -141 -12%
MWM
2394
Mindset Wealth Management
Indiana
$249K -$75.7K -300 -22%
JWA
2395
JFS Wealth Advisors
Pennsylvania
$248K +$124K +493 +89%
LRIA
2396
Leonard Rickey Investment Advisors
Washington
$247K +$11.9K +47 +5%
BWFA
2397
Baltimore-Washington Financial Advisors
Maryland
$247K -$9.34M -37,016 -97%
BWP
2398
Balboa Wealth Partners
Arizona
$247K -$61.3K -243 -19%
GCS
2399
Gordian Capital (Singapore)
Singapore
$247K
FI
2400
Financial Insights
Washington
$246K -$14.4K -57 -5%

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.