CRM icon

Salesforce

2,794 hedge funds and large institutions have $180B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 1,149 increasing their positions, 1,215 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: $210B → $180B (-$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
2,794
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
FF
2926
Farrell Financial
New York
GI
2927
GLOBALT Investments
Georgia
LA
2928
Lifeworks Advisors
Michigan
GFA
2929
Gallagher Fiduciary Advisors
Illinois
MC
2930
Marest Capital
California
CFG
2931
Copley Financial Group
California
PA
2932
PharVision Advisers
Florida
MTC
2933
McDaniel Terry & Co
Texas
RIA
2934
Regal Investment Advisors
Michigan
JAG
2935
Journey Advisory Group
Kentucky
DL
2936
DOHJ LLC
Washington
RCP
2937
Rothschild Capital Partners
New York
DBRC
2938
D.B. Root & Company
Pennsylvania
BHC
2939
Bowen Hanes & Co
Florida
JCFM
2940
JBR Co Financial Management
Oklahoma
MCM
2941
M1 Capital Management
Michigan
SI
2942
Saxon Interests
Texas
TBWA
2943
Three Bridge Wealth Advisors
California
CMF
2944
Counterpoint Mutual Funds
California
TWM
2945
TCFG Wealth Management
California
KA
2946
KDT Advisors
New York
APA
2947
Astoria Portfolio Advisors
New York
SC
2948
Soundwatch Capital
Connecticut
HA
2949
Helium Advisors
Washington
PCP
2950
Panoramic Capital Partners
Oregon