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
CWM
851
Cordatus Wealth Management
Pennsylvania
$4.97M
QCM
852
Qsemble Capital Management
New York
$4.92M
FFBTD
853
First Financial Bank - Trust Division
Ohio
$4.87M
TGIA
854
Torrey Growth & Income Advisors
California
$4.87M
PFU
855
Parus Finance (UK)
United Kingdom
$4.82M
CIA
856
CCM Investment Advisers
South Carolina
$4.82M
SBFM
857
S-Bank Fund Management
Finland
$4.8M
ACM
858
AlphaStar Capital Management
North Carolina
$4.8M
BCCM
859
Bridge Creek Capital Management
Massachusetts
$4.78M
CGIM
860
Capital Group Investment Management
Singapore
$4.74M
WWA
861
WCG Wealth Advisors
Nevada
$4.74M
MKA
862
M. Kulyk & Associates
Georgia
$4.74M
GIM
863
Generate Investment Management
New Zealand
$4.74M
PIA
864
Petredis Investment Advisors
Pennsylvania
$4.74M
CI
865
Conning Inc
Connecticut
$4.71M
SC
866
Savant Capital
Illinois
$4.7M
NFSG
867
Newbridge Financial Services Group
Florida
$4.69M
RIM
868
Rakuten Investment Management
Japan
$4.69M
PWP
869
Private Wealth Partners
California
$4.66M
RPI
870
Railway Pension Investments
United Kingdom
$4.65M
GRP
871
Global Retirement Partners
California
$4.64M
BIP
872
Bouvel Investment Partners
Pennsylvania
$4.64M
SMH
873
Sanders Morris Harris
Texas
$4.64M
DRS
874
Deane Retirement Strategies
Louisiana
$4.63M
DT
875
Diversified Trust
Tennessee
$4.63M