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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
SFO
2451
Stenger Family Office
Illinois
$224K -$11.1K -44 -5%
GAMC
2452
Garner Asset Management Corp
Texas
$224K
RS
2453
Retirement Solution
Washington
$223K +$252 +1 +0.1%
LWP
2454
LeClair Wealth Partners
Ohio
$222K -$358K -1,420 -60%
YIM
2455
Yoffe Investment Management
Pennsylvania
$222K
SWMP
2456
Signature Wealth Management Partners
New Jersey
$222K
OFW
2457
Omnia Family Wealth
Florida
$222K +$46.4K +184 +25%
AHL
2458
Abel Hall LLC
Louisiana
$220K -$34K -135 -13%
MBI
2459
May Barnhard Investments
Maryland
$220K
HC
2460
Headland Capital
South Carolina
$220K +$234K +928 New
COFSG
2461
Carbahal Olsen Financial Services Group
California
$219K +$252 +1 +0.1%
OWA
2462
Opal Wealth Advisors
New York
$219K -$95.1K -377 -29%
AIC
2463
Archer Investment Corporation
Indiana
$218K -$15.4K -61 -6%
SAW
2464
Signal Advisors Wealth
Michigan
$218K -$86.8K -344 -27%
CIS
2465
Custom Index Systems
New York
$218K +$232K +918 New
CCA
2466
Carrera Capital Advisors
Michigan
$217K -$319K -1,266 -58%
CG
2467
Clifford Group
Massachusetts
$217K -$70.4K -279 -23%
NBWM
2468
North Berkeley Wealth Management
California
$217K
SFG
2469
Sovereign Financial Group
Connecticut
$217K -$47.9K -190 -17%
MCM
2470
Manchester Capital Management
Vermont
$216K -$131K -520 -36%
MAG
2471
Mayfair Advisory Group
Alabama
$216K +$230K +910 New
CWA
2472
Centennial Wealth Advisory
Michigan
$215K +$14.4K +57 +7%
F8IS
2473
Figure 8 Investment Strategies
Idaho
$214K -$10.1K -40 -4%
PP
2474
Postrock Partners
Oregon
$214K
WSWA
2475
Warren Street Wealth Advisors
California
$214K -$35.1K -139 -13%

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.