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
MAM
2651
Marquette Asset Management
Minnesota
$25.6K
TCM
2652
Tradewinds Capital Management
Washington
$25.4K
GFL
2653
Granite FO LLC
New Hampshire
$24.4K
CC
2654
Corsicana & Co
Texas
$24.4K
CAM
2655
Chesapeake Asset Management
New York
$23.9K
EWM
2656
Evolution Wealth Management
Florida
$23.9K
AWM
2657
Ameliora Wealth Management
Switzerland
$23.7K
TC
2658
Tacita Capital
Ontario, Canada
$23.7K
APW
2659
Atlantic Private Wealth
North Carolina
$23.7K
CWM
2660
Crowley Wealth Management
Delaware
$23.7K
SRCM
2661
Signature Resources Capital Management
California
$23.2K
TWD
2662
True Wealth Design
Ohio
$22.9K
OA
2663
Operose Advisors
Wisconsin
$22.8K
CTWM
2664
Cherry Tree Wealth Management
Minnesota
$22.5K
PAM
2665
Palisade Asset Management
Minnesota
$22.5K
HFS
2666
Hopwood Financial Services
Virginia
$22.5K
CF
2667
Collier Financial
Colorado
$22.5K
IUHSA
2668
Itau Unibanco Holding S.A.
Brazil
$22.3K
FWM
2669
FSA Wealth Management
Massachusetts
$22.2K
SIS
2670
Strategic Investment Solutions
Illinois
$22.1K
API
2671
Asset Planning Inc
California
$22K
DPW
2672
DiNuzzo Private Wealth
Pennsylvania
$21.5K
PPA
2673
Painted Porch Advisors
California
$21.3K
CFS
2674
Compass Financial Services
Iowa
$21.1K
AIM
2675
Access Investment Management
Georgia
$21.1K