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
PC
2676
Promus Capital
Illinois
$20.4K
PK
2677
Pflug Koory
Nebraska
$20.1K
CA
2678
Centerpoint Advisors
Massachusetts
$20K
RFA
2679
Reyes Financial Architecture
California
$19.2K
AWM
2680
Accredited Wealth Management
Kentucky
$19K
AF
2681
Alerus Financial
North Dakota
$18.5K
WAG
2682
Wiser Advisor Group
Arizona
$18.4K
VWM
2683
Vermillion Wealth Management
Minnesota
$18.4K
DMKJ
2684
David M. Knott Jr
$18.2K
TIM
2685
Tortoise Investment Management
New York
$18K
AW
2686
Avion Wealth
Texas
$18K
GFWA
2687
Grey Fox Wealth Advisors
Delaware
$17.7K
LWMI
2688
Legacy Wealth Management (Idaho)
Idaho
$17.5K
AEPWM
2689
Atlantic Edge Private Wealth Management
Florida
$17.5K
Q1WB
2690
Quest 10 Wealth Builders
Virginia
$17.4K
CCM
2691
Cloud Capital Management
Washington
$17K
VWA
2692
Valued Wealth Advisors
Utah
$16.7K
BAM
2693
Bellevue Asset Management
Washington
$16.6K
CJ
2694
Caitlin John
Michigan
$15.9K
BBPWM
2695
Blue Bell Private Wealth Management
Pennsylvania
$15.6K
DI
2696
DAGCO Inc
Ohio
$14.5K
WWA
2697
Wealth Watch Advisors
Colorado
$14.5K
TVWM
2698
Tower View Wealth Management
Wisconsin
$14.3K
BCM
2699
Berbice Capital Management
New York
$14.2K
ICM
2700
Islay Capital Management
Texas
$14.2K