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
PWA
2601
Provenance Wealth Advisors
Florida
$51.4K
DAM
2602
Delta Asset Management
Tennessee
$51.4K
MIM
2603
MTM Investment Management
South Carolina
$51K
PCFFS
2604
Pacific Center for Financial Services
California
$50K
TFA
2605
Transamerica Financial Advisors
Florida
$50K
PMFA
2606
Plante Moran Financial Advisors
Michigan
$49.8K
T
2607
Tidemark
California
$49.8K
HHMI
2608
Howard Hughes Medical Institute
Maryland
$48.8K
ME
2609
McIlrath & Eck
Washington
$48.6K
POIA
2610
Pin Oak Investment Advisors
Texas
$48K
SC
2611
Swan Capital
Florida
$47.9K
HFM
2612
Hartford Financial Management
Connecticut
$47.9K
FNWA
2613
Financial Network Wealth Advisors
Utah
$46.7K
BTC
2614
Bank & Trust Company
Illinois
$45K
SIC
2615
SJS Investment Consulting
Ohio
$44.6K
CWM
2616
Cedar Wealth Management
California
$44.3K
WAM
2617
WFA Asset Management
Wisconsin
$43.4K
GCM
2618
Gables Capital Management
Florida
$42.9K
SC
2619
Steph & Co
Wisconsin
$42.2K
MSWA
2620
Marshall & Sterling Wealth Advisors
New York
$41.5K
DCM
2621
Disciplina Capital Management
Tennessee
$41.4K
TFG
2622
Team Financial Group
California
$40.4K
SP
2623
Saranac Partners
$39.8K
MG
2624
MilWealth Group
Wisconsin
$39.1K
CI
2625
Clal Insurance
Israel
$39K