We are live on ! Find out more
CRM icon

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, 1,155 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: 1,155 | 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
1,155
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
Vanguard Group
1
Vanguard Group
Pennsylvania
$21.2B +$189M +748,772 +0.8%
BlackRock
2
BlackRock
New York
$19.2B -$114M -452,102 -0.6%
State Street
3
State Street
Massachusetts
$11.7B +$40.3M +159,739 +0.3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.96B +$29.6M +117,311 +0.6%
Capital International Investors
5
Capital International Investors
California
$4.75B +$436M +1,729,440 +9%
Morgan Stanley
6
Morgan Stanley
New York
$4.55B -$319M -1,266,565 -6%
Capital World Investors
7
Capital World Investors
California
$4.11B +$2.68B +10,636,161 +159%
JP Morgan Chase
8
JP Morgan Chase
New York
$3.09B -$1.2B -4,771,344 -27%
Northern Trust
9
Northern Trust
Illinois
$2.5B -$35.2M -139,688 -1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$2.34B -$662M -2,625,404 -21%
Capital Research Global Investors
11
Capital Research Global Investors
California
$2.19B -$541M -2,145,603 -19%
Bank of America
12
Bank of America
North Carolina
$2.12B -$209M -830,204 -8%
UBS AM
13
UBS AM
Illinois
$2B -$519M -2,058,146 -20%
Goldman Sachs
14
Goldman Sachs
New York
$1.89B -$90.7M -359,721 -4%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$1.72B -$224M -886,626 -11%
Invesco
16
Invesco
Georgia
$1.7B +$190M +754,116 +12%
Harris Associates
17
Harris Associates
Illinois
$1.67B +$1.02B +4,053,994 +135%
Charles Schwab
18
Charles Schwab
California
$1.6B +$64M +253,793 +4%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.56B -$5.15M -20,420 -0.3%
Amundi
20
Amundi
France
$1.56B -$355M -1,405,793 -18%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$1.48B -$3.62M -14,368 -0.2%
UBS Group
22
UBS Group
Switzerland
$1.39B -$73.3M -290,490 -5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.35B -$34.4M -136,470 -2%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.3B +$1.21B +4,803,672 +698%
Ameriprise
25
Ameriprise
Minnesota
$1.16B -$32M -126,713 -3%

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 1,155 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.