CRM icon

Salesforce

2,770 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, 1,136 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: 201 | Existing positions closed: 296

Holders
2,770
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
PJSIMP
1476
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.23M
OPTFSNA
1477
Old Point Trust & Financial Services N A
Virginia
$1.23M
AAM
1478
Alphadyne Asset Management
New York
$1.23M
CPA
1479
Capital Performance Advisors
California
$1.23M
FMTC
1480
Farmers & Merchants Trust Company
California
$1.22M
Group One Trading
1481
Group One Trading
Illinois
$1.22M
SWA
1482
Sax Wealth Advisors
New Jersey
$1.21M
1M
1483
1248 Management
Missouri
$1.21M
CPBTD
1484
Central Pacific Bank - Trust Division
Hawaii
$1.21M
IWA
1485
Invera Wealth Advisors
Oregon
$1.21M
B
1486
Birchbrook
Maine
$1.2M
ACM
1487
Allred Capital Management
Texas
$1.2M
NCFG
1488
New Century Financial Group
New Jersey
$1.2M
BF
1489
Brucke Financial
Indiana
$1.2M
WIM
1490
Westside Investment Management
California
$1.2M
Financial Engines Advisors
1491
Financial Engines Advisors
California
$1.2M
VAM
1492
Virtue Asset Management
Illinois
$1.19M
AP
1493
Americana Partners
Texas
$1.19M
MFG
1494
MidWestOne Financial Group
Iowa
$1.19M
BDFN
1495
Bond & Devick Financial Network
Minnesota
$1.19M
KSCM
1496
Kamunting Street Capital Management
Florida
$1.19M
IIM
1497
Ironwood Investment Management
Massachusetts
$1.18M
GIP
1498
Granite Investment Partners
California
$1.18M
CT
1499
Chicago Trust
Illinois
$1.18M
AA
1500
Alta Advisers
United Kingdom
$1.18M