CRM icon

Salesforce

2,789 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, 1,147 increasing their positions, 1,212 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:

14% less capital invested

Capital invested by funds: $209B → $179B (-$30.2B)

27% less funds holding in top 10

Funds holding in top 10: 5540 (-15)

32% less first-time investments, than exits

New positions opened: 201 | Existing positions closed: 296

Holders
2,789
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
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
FNWA
2626
Financial Network Wealth Advisors
Utah
$46.7K
BTC
2627
Bank & Trust Company
Illinois
$45K
SIC
2628
SJS Investment Consulting
Ohio
$44.6K
CWM
2629
Cedar Wealth Management
California
$44.3K
WAM
2630
WFA Asset Management
Wisconsin
$43.4K
GCM
2631
Gables Capital Management
Florida
$42.9K
SC
2632
Steph & Co
Wisconsin
$42.2K
MSWA
2633
Marshall & Sterling Wealth Advisors
New York
$41.5K
DCM
2634
Disciplina Capital Management
Tennessee
$41.4K
TFG
2635
Team Financial Group
California
$40.4K
SP
2636
Saranac Partners
$39.8K
MG
2637
MilWealth Group
Wisconsin
$39.1K
CI
2638
Clal Insurance
Israel
$39K
GIA
2639
GHP Investment Advisors
Colorado
$39K
MWPCG
2640
Measured Wealth Private Client Group
New Hampshire
$38.6K
GK
2641
Graney & King
New York
$38.3K
BONH
2642
Bank of New Hampshire
New Hampshire
$37.9K
RCM
2643
Raleigh Capital Management
North Carolina
$35.4K
PP
2644
Pacifica Partners
Canada
$35.1K
CIAS
2645
CBIZ Investment Advisory Services
Ohio
$34.9K
MA
2646
MCF Advisors
Kentucky
$34.5K
GJIA
2647
Glass Jacobson Investment Advisors
Maryland
$33.2K
CTB
2648
Country Trust Bank
Illinois
$32.5K
PCTC
2649
Perkins Coie Trust Company
Washington
$32K
VWA
2650
VSM Wealth Advisory
Maryland
$32K