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, 1,137 increasing their positions, 1,207 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
DP
451
Dundas Partners
United Kingdom
$20.2M
BBA
452
Baader Bank Aktiengesellschaft
Germany
$20.2M
TAM
453
Tocqueville Asset Management
New York
$20.1M
AIMCA
454
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$20M
P
455
&Partners
Tennessee
$19.8M
BCM
456
Brookstone Capital Management
Illinois
$19.7M
CP
457
Cumberland Partners
Ontario, Canada
$19.5M
CPCPP
458
Canada Post Corporation Pension Plan
Canada
$19.4M
BEI
459
Benjamin Edwards Inc
Missouri
$19.3M
VIM
460
Vinva Investment Management
Australia
$19.3M
VWM
461
Valley Wealth Managers
New Jersey
$19.2M
NC
462
NZS Capital
Colorado
$19.2M
ONB
463
Old National Bancorp
Indiana
$19M
MIA
464
MMBG Investment Advisors
Florida
$18.9M
TCM
465
Tran Capital Management
California
$18.9M
SWIG
466
Strategic Wealth Investment Group
Kentucky
$18.8M
SVCP
467
Silicon Valley Capital Partners
California
$18.8M
BCI
468
Brinker Capital Investments
Pennsylvania
$18.8M
RMA
469
Roffman Miller Associates
Pennsylvania
$18.8M
Capstone Investment Advisors
470
Capstone Investment Advisors
New York
$18.7M
CA
471
Clearstead Advisors
Ohio
$18.5M
FLPIM
472
F.L. Putnam Investment Management
Massachusetts
$18.5M
NAMA
473
Nikko Asset Management Americas
New York
$18.4M
QP
474
Quilter Plc
United Kingdom
$18.3M
UB
475
UMB Bank
Missouri
$18.2M