CRM icon

Salesforce

2,769 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, 1,136 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: 200 | Existing positions closed: 296

Holders
2,769
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
CAM
2901
CenterStar Asset Management
Illinois
FF
2902
Farrell Financial
New York
GI
2903
GLOBALT Investments
Georgia
LA
2904
Lifeworks Advisors
Michigan
GFA
2905
Gallagher Fiduciary Advisors
Illinois
MC
2906
Marest Capital
California
CFG
2907
Copley Financial Group
California
PA
2908
PharVision Advisers
Florida
MTC
2909
McDaniel Terry & Co
Texas
RIA
2910
Regal Investment Advisors
Michigan
JAG
2911
Journey Advisory Group
Kentucky
DL
2912
DOHJ LLC
Washington
LI
2913
LifeWealth Investments
Florida
RCP
2914
Rothschild Capital Partners
New York
DBRC
2915
D.B. Root & Company
Pennsylvania
BHC
2916
Bowen Hanes & Co
Florida
JCFM
2917
JBR Co Financial Management
Oklahoma
MCM
2918
M1 Capital Management
Michigan
SI
2919
Saxon Interests
Texas
TBWA
2920
Three Bridge Wealth Advisors
California
CMF
2921
Counterpoint Mutual Funds
California
TWM
2922
TCFG Wealth Management
California
KA
2923
KDT Advisors
New York
APA
2924
Astoria Portfolio Advisors
New York
SC
2925
Soundwatch Capital
Connecticut