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
NECFA
2726
New England Capital Financial Advisors
Connecticut
$10.8K
AS
2727
Altshuler Shaham
Israel
$10.7K
HC
2728
Hurley Capital
New York
$10.2K
MBFW
2729
Morton Brown Family Wealth
Pennsylvania
$9.95K
AFWM
2730
Abich Financial Wealth Management
Virginia
$9.95K
DRP
2731
Decker Retirement Planning
Utah
$9.24K
PWA
2732
Principia Wealth Advisory
Texas
$9.01K
RCM
2733
Richardson Capital Management
Wisconsin
$8.77K
NC
2734
North Capital
Utah
$8.29K
GGI
2735
Godsey & Gibb Inc
Virginia
$8.06K
BHWM
2736
Bay Harbor Wealth Management
Maryland
$8.06K
PS
2737
PayPay Securities
Japan
$7.88K
DWA
2738
Delos Wealth Advisors
Texas
$7.58K
WCM
2739
Westend Capital Management
California
$7.58K
LWA
2740
Lowe Wealth Advisors
Maryland
$7.35K
GIM
2741
Gold Investment Management
Alberta, Canada
$7.35K
HWM
2742
HighMark Wealth Management
Minnesota
$7.35K
RF
2743
Robbins Farley
New Hampshire
$7.35K
DWM
2744
Dogwood Wealth Management
Kansas
$6.64K
STB
2745
S&T Bank
Pennsylvania
$6.64K
SA
2746
Scarborough Advisors
Maryland
$6.64K
ACM
2747
Anfield Capital Management
California
$6.4K
PSB
2748
Piscataqua Savings Bank
New Hampshire
$5.92K
CPG
2749
Cornerstone Planning Group
New Jersey
$5.25K
JGIA
2750
Jackson Grant Investment Advisers
Connecticut
$5.21K