CRM icon

Salesforce

2,768 hedge funds and large institutions have $179B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 200 funds opening new positions, 1,137 increasing their positions, 1,206 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: 200 | Existing positions closed: 296

Holders
2,768
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
STB
2726
S&T Bank
Pennsylvania
$6.64K
ACM
2727
Anfield Capital Management
California
$6.4K
PSB
2728
Piscataqua Savings Bank
New Hampshire
$5.92K
CPG
2729
Cornerstone Planning Group
New Jersey
$5.25K
JGIA
2730
Jackson Grant Investment Advisers
Connecticut
$5.21K
DWM
2731
Darwin Wealth Management
Florida
$5K
PA
2732
Pineridge Advisors
Missouri
$4.74K
VWWMG
2733
Vermillion & White Wealth Management Group
Pennsylvania
$4.5K
HWA
2734
HHM Wealth Advisors
Tennessee
$4.03K
CWM
2735
Copia Wealth Management
Oregon
$4.03K
T
2736
Transce3nd
Texas
$3.9K
LAM
2737
Lummis Asset Management
Texas
$3.79K
CAM
2738
Costello Asset Management
Pennsylvania
$3.59K
HWA
2739
Heartwood Wealth Advisors
Virginia
$3.56K
LC
2740
Luminist Capital
Michigan
$3.54K
PCM
2741
Perritt Capital Management
Illinois
$3.33K
HIMS
2742
Hager Investment Management Services
New Hampshire
$3.08K
FS
2743
Financially Speaking
Colorado
$2.61K
CB
2744
Centennial Bank
Arkansas
$2.37K
MAM
2745
Morse Asset Management
Connecticut
$2.37K
1NWS
2746
1 North Wealth Services
Maryland
$2.37K
BC
2747
Bulwark Capital
Florida
$2.37K
WOC
2748
West Oak Capital
California
$2.3K
CIAM
2749
Caitong International Asset Management
Hong Kong
$2.13K
DCM
2750
Davis Capital Management
Florida
$2.13K