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
AF
601
Allworth Financial
California
$11M
AFG
602
Albion Financial Group
Utah
$11M
BFS
603
Bradley Foster & Sargent
Connecticut
$10.9M
SAM
604
Securian Asset Management
Minnesota
$10.9M
ICM
605
Invenomic Capital Management
Massachusetts
$10.8M
KFP
606
KMG Fiduciary Partners
Ohio
$10.8M
BFA
607
Bragg Financial Advisors
North Carolina
$10.8M
ACA
608
Aptus Capital Advisors
Alabama
$10.7M
MIC
609
Maxi Investments CY
Cyprus
$10.7M
VLKIM
610
Van Lanschot Kempen Investment Management
Netherlands
$10.7M
SSA
611
Schonfeld Strategic Advisors
New York
$10.6M
TP
612
TenCore Partners
New York
$10.6M
AUB
613
Atlantic Union Bankshares
Virginia
$10.6M
SCM
614
Shelton Capital Management
Colorado
$10.5M
SG
615
Sienna Gestion
France
$10.5M
AAMU
616
APG Asset Management US
New York
$10.5M
WCMN
617
Westchester Capital Management (Nebraska)
Nebraska
$10.5M
NRS
618
Neville Rodie & Shaw
New York
$10.4M
CDDEC
619
Caisse Des Depots Et Consignations
France
$10.4M
CCM
620
Channing Capital Management
Illinois
$10.4M
CCM
621
Coldstream Capital Management
Washington
$10.3M
ACA
622
Anchor Capital Advisors
Massachusetts
$10.3M
NMERB
623
New Mexico Educational Retirement Board
New Mexico
$10.3M
OBAM
624
ODDO BHF Asset Management
France
$10.2M
CI
625
CX Institutional
Indiana
$10.2M