CRM icon

Salesforce

2,789 hedge funds and large institutions have $179B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 1,147 increasing their positions, 1,212 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: $209B → $179B (-$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
2,789
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
AI
526
Atria Investments
North Carolina
$15.2M
NPT
527
Nixon Peabody Trust
Massachusetts
$15.1M
NB
528
Norinchukin Bank
Japan
$15M
TW
529
Trajan Wealth
Arizona
$15M
GFA
530
Gifford Fong Associates
California
$14.9M
CA
531
Commerzbank Aktiengesellschaft
Germany
$14.9M
CIC
532
Crawford Investment Counsel
Georgia
$14.9M
HI
533
Horizon Investments
North Carolina
$14.7M
YIH
534
Y-Intercept (HK)
Hong Kong
$14.5M
JLBC
535
J.L. Bainbridge & Co
Florida
$14.2M
BWL
536
Bogart Wealth LLC
Virginia
$14.2M
WF
537
WoodTrust Financial
Wisconsin
$14.1M
MC
538
Middleton & Co
Massachusetts
$14.1M
BFM
539
Boothbay Fund Management
New York
$14.1M
UF
540
Univest Financial
Pennsylvania
$14M
LWM
541
Lyell Wealth Management
California
$14M
BVDMP
542
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$13.9M
KRS
543
Kentucky Retirement Systems
Kentucky
$13.9M
MCM
544
Mill Capital Management
North Carolina
$13.8M
SRC
545
Shufro Rose & Co
New York
$13.7M
CFG
546
Citizens Financial Group
Rhode Island
$13.7M
AWA
547
Arkadios Wealth Advisors
Georgia
$13.7M
ASC
548
Atalanta Sosnoff Capital
New York
$13.6M
MSE
549
MUFG Securities EMEA
United Kingdom
$13.6M
VCM
550
Voleon Capital Management
California
$13.5M