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
KLWA
1076
Kelly Lawrence W & Associates
California
$2.82M
ACS
1077
Archford Capital Strategies
Illinois
$2.82M
LJHT
1078
Laurie J. Hall Trustee
$2.81M
IA
1079
Icon Advisers
Colorado
$2.81M
KOCAA
1080
Knights of Columbus Asset Advisors
Connecticut
$2.81M
AP
1081
Advisors Preferred
Maryland
$2.8M
IAS
1082
Insigneo Advisory Services
Florida
$2.8M
UBG
1083
United Bank (Georgia)
Georgia
$2.75M
SWGC
1084
Summit Wealth Group (Colorado)
Colorado
$2.75M
GI
1085
GS Investments
Minnesota
$2.75M
VAS
1086
Valicenti Advisory Services
New York
$2.74M
HCM
1087
Howard Capital Management
Georgia
$2.74M
HCA
1088
Harbour Capital Advisors
Virginia
$2.72M
VAS
1089
Vestmark Advisory Solutions
Massachusetts
$2.72M
WG
1090
Winton Group
United Kingdom
$2.7M
NSB
1091
Norway Savings Bank
Maine
$2.7M
B
1092
Bensler
Washington
$2.68M
OFS
1093
OMC Financial Services
New York
$2.66M
RA
1094
RFG Advisory
Alabama
$2.66M
USCWA
1095
U.S. Capital Wealth Advisors
Texas
$2.65M
1WA
1096
180 Wealth Advisors
Washington
$2.65M
AC
1097
Avestar Capital
New York
$2.64M
MNBTD
1098
Moody National Bank Trust Division
Texas
$2.64M
BWG
1099
Boomfish Wealth Group
Georgia
$2.64M
RC
1100
Roundview Capital
New Jersey
$2.63M