CRM icon

Salesforce

2,770 hedge funds and large institutions have $179B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 1,136 increasing their positions, 1,208 reducing their positions, and 296 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $209B → $179B (-$30.5B)

28% less funds holding in top 10

Funds holding in top 10: 5439 (-15)

32% less first-time investments, than exits

New positions opened: 201 | Existing positions closed: 296

Holders
2,770
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.79B
Puts
$5.79B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPA
2551
Redwood Park Advisors
California
$96.6K
DFA
2552
DHJJ Financial Advisors
Illinois
$95.5K
FMP
2553
Financial Management Professionals
Texas
$94.4K
EPW
2554
Evergreen Private Wealth
Colorado
$93.6K
PWMG
2555
Private Wealth Management Group
New Jersey
$92K
GAG
2556
Goodman Advisory Group
Massachusetts
$90.5K
NEWAS
2557
N.E.W. Advisory Services
Wisconsin
$87.4K
AWM
2558
AllSquare Wealth Management
New York
$87.2K
WA
2559
WPG Advisers
Maryland
$86K
FPB
2560
First PREMIER Bank
South Dakota
$86K
WSC
2561
Wellington Shields & Co
New York
$85.6K
UOTTAIMCU
2562
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$85.3K
CWM
2563
Consultiva Wealth Management
Puerto Rico
$83.2K
JAM
2564
JCIC Asset Management
Ontario, Canada
$80.6K
GA
2565
Guerra Advisors
Florida
$80.4K
CSC
2566
Caldwell Sutter Capital
California
$80.3K
SWIM
2567
Smallwood Wealth Investment Management
New Jersey
$80.2K
SMFG
2568
Sumitomo Mitsui Financial Group
Japan
$79.2K
EPAM
2569
Evelyn Partners Asset Management
$78.7K
ECM
2570
Estabrook Capital Management
New York
$78.4K
FP
2571
Financial Perspectives
Minnesota
$77.6K
LFASL
2572
Lugano Financial Advisors SA (LFA)
Switzerland
$77.3K
HFS
2573
Horizon Financial Services
North Carolina
$75.8K
PWA
2574
Physician Wealth Advisors
Utah
$75.4K
AAG
2575
Armstrong Advisory Group
Massachusetts
$74.7K