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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
BMCM
2426
Black Maple Capital Management
Wisconsin
$237K +$252K +1,000 New
CWIG
2427
Chung Wu Investment Group
Texas
$237K +$252K +1,000 New
FA
2428
Faithward Advisors
Pennsylvania
$236K +$251K +994 New
CS
2429
Capital Square
Tennessee
$235K +$250K +992 New
FF
2430
Francis Financial
$234K +$160K +633 New
ACA
2431
Aspire Capital Advisors
Washington
$233K -$172K -683 -41%
WAM
2432
Weinberger Asset Management
California
$232K +$3.78K +15 +2%
TCM
2433
Traynor Capital Management
Pennsylvania
$231K -$42.1K -167 -15%
SIS
2434
Sound Income Strategies
Florida
$231K +$4.79K +19 +2%
AAMA
2435
Advanced Asset Management Advisors
Ohio
$231K
ECM
2436
Elgethun Capital Management
South Dakota
$231K
SIM
2437
SSI Investment Management
California
$231K
FA
2438
Fermata Advisors
California
$230K -$65.8K -261 -21%
OC
2439
Opinicus Capital
Florida
$228K +$3.53K +14 +1%
ZIC
2440
ZWJ Investment Counsel
Georgia
$228K +$11.3K +45 +5%
MWM
2441
Momentous Wealth Management
Washington
$228K -$26.2K -104 -10%
OR
2442
Olympiad Research
Connecticut
$227K +$242K +959 New
WTA
2443
Washington Trust Advisors
Massachusetts
$227K +$18.4K +73 +8%
CAM
2444
Congress Asset Management
Massachusetts
$227K -$795K -3,154 -77%
MWA
2445
Motive Wealth Advisors
Michigan
$226K -$23.5K -93 -9%
SG
2446
Somerset Group
Minnesota
$226K
TWM
2447
Topsail Wealth Management
North Carolina
$226K +$14.6K +58 +6%
PAM
2448
PVG Asset Management
Colorado
$226K +$240K +952 New
SSIM
2449
Sheets Smith Investment Management
Texas
$226K +$240K +952 New
ONSWM
2450
Old North State Wealth Management
North Carolina
$225K +$21.2K +84 +10%

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.