CRM icon

Salesforce

2,769 hedge funds and large institutions have $179B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 200 funds opening new positions, 1,137 increasing their positions, 1,207 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: 200 | Existing positions closed: 296

Holders
2,769
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
DFA
2551
DHJJ Financial Advisors
Illinois
$95.5K
FMP
2552
Financial Management Professionals
Texas
$94.4K
EPW
2553
Evergreen Private Wealth
Colorado
$93.6K
PWMG
2554
Private Wealth Management Group
New Jersey
$92K
GAG
2555
Goodman Advisory Group
Massachusetts
$90.5K
NEWAS
2556
N.E.W. Advisory Services
Wisconsin
$87.4K
AWM
2557
AllSquare Wealth Management
New York
$87.2K
WA
2558
WPG Advisers
Maryland
$86K
FPB
2559
First PREMIER Bank
South Dakota
$86K
WSC
2560
Wellington Shields & Co
New York
$85.6K
UOTTAIMCU
2561
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$85.3K
CWM
2562
Consultiva Wealth Management
Puerto Rico
$83.2K
JAM
2563
JCIC Asset Management
Ontario, Canada
$80.6K
GA
2564
Guerra Advisors
Florida
$80.4K
CSC
2565
Caldwell Sutter Capital
California
$80.3K
SWIM
2566
Smallwood Wealth Investment Management
New Jersey
$80.2K
SMFG
2567
Sumitomo Mitsui Financial Group
Japan
$79.2K
EPAM
2568
Evelyn Partners Asset Management
$78.7K
ECM
2569
Estabrook Capital Management
New York
$78.4K
FP
2570
Financial Perspectives
Minnesota
$77.6K
LFASL
2571
Lugano Financial Advisors SA (LFA)
Switzerland
$77.3K
HFS
2572
Horizon Financial Services
North Carolina
$75.8K
PWA
2573
Physician Wealth Advisors
Utah
$75.4K
AAG
2574
Armstrong Advisory Group
Massachusetts
$74.7K
MLA
2575
MB, Levis & Associates
Pennsylvania
$73.7K