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
AM
3026
Account Management
Massachusetts
AC
3027
Avory & Company
Florida
AWG
3028
Altus Wealth Group
Colorado
AF
3029
Affiance Financial
Minnesota
VCP
3030
Vista Capital Partners
Oregon
MWS
3031
MFA Wealth Services
California
LC
3032
L1 Capital
Australia
NC
3033
NewSquare Capital
Pennsylvania
TIM
3034
Total Investment Management
Arizona
KIG
3035
Kessler Investment Group
Indiana
PSFG
3036
Park Square Financial Group
Georgia
MS
3037
Marshall & Sullivan
Washington
VEA
3038
Virtus ETF Advisers
New York
WA
3039
Whipplewood Advisors
Colorado
GBA
3040
Garrison Bradford & Associates
New York
KWM
3041
Kiker Wealth Management
Georgia
BA
3042
Bellwether Advisors
Nebraska
SO
3043
Sierra Ocean
California
BSC
3044
Brown Shipley & Co
United Kingdom
WTFG
3045
Wood Tarver Financial Group
Idaho
RA
3046
RiverPark Advisors
New York
RTC
3047
Riverview Trust Company
Washington
GWM
3048
Gitterman Wealth Management
New Jersey
RAM
3049
Riggs Asset Management
Pennsylvania
PCC
3050
Park Circle Company
Maryland