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
OIAM
276
OFI Invest Asset Management
France
$52.7M
SFM
277
Stack Financial Management
Montana
$52.4M
LWCFA
278
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52.1M
MML Investors Services
279
MML Investors Services
Massachusetts
$51.9M
SL
280
Summitry LLC
California
$49M
Calamos Advisors
281
Calamos Advisors
Illinois
$48.6M
LA
282
LBP AM
France
$47.7M
FAF
283
Fjarde Ap-fonden
Sweden
$46.9M
JSC
284
J. Stern & Co
United Kingdom
$46.5M
MCP
285
Meridiem Capital Partners
Texas
$46.4M
MJRIC
286
Mogy Joel R Investment Counsel
California
$46.3M
II
287
IFM Investors
Australia
$46.2M
AWM
288
AE Wealth Management
Kansas
$45.3M
Wealth Enhancement Advisory Services
289
Wealth Enhancement Advisory Services
Minnesota
$45.2M
VF
290
Vest Financial
Virginia
$45.2M
AB
291
Amalgamated Bank
New York
$45.1M
WCM
292
Windward Capital Management
California
$44.9M
VPI
293
Value Partners Investments
Manitoba, Canada
$44.8M
SFI
294
Susquehanna Fundamental Investments
Pennsylvania
$44.6M
Capital Fund Management (CFM)
295
Capital Fund Management (CFM)
France
$44.4M
HIMC
296
Heritage Investors Management Corp
Maryland
$44.3M
MT
297
Midwest Trust
Kansas
$44.3M
BCIM
298
British Columbia Investment Management
British Columbia, Canada
$44.3M
RP
299
Riverbridge Partners
Minnesota
$44M
WP
300
Woodline Partners
California
$43.7M