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
PWM
1551
Palacios Wealth Management
Florida
$1.08M
FAM
1552
Formidable Asset Management
Ohio
$1.08M
PCG
1553
Prosperity Consulting Group
Maryland
$1.08M
DIM
1554
Delta Investment Management
California
$1.08M
ESB
1555
Essex Savings Bank
Connecticut
$1.07M
KFI
1556
Key Financial Inc
Pennsylvania
$1.07M
GIM
1557
Generali Investments Management
Slovenia
$1.07M
PCM
1558
Prana Capital Management
Connecticut
$1.07M
MA
1559
MONECO Advisors
Connecticut
$1.06M
SIC
1560
Sterling Investment Counsel
New York
$1.06M
OCM
1561
Orion Capital Management
California
$1.06M
TSS
1562
Two Sigma Securities
New York
$1.06M
IWA
1563
Icon Wealth Advisors
Texas
$1.06M
CWA
1564
Core Wealth Advisors
Florida
$1.06M
TBT
1565
Texas Bank & Trust
Texas
$1.06M
CWM
1566
Cornerstone Wealth Management
Missouri
$1.05M
AF
1567
Aldebaran Financial
$1.05M
CBT
1568
Central Bank & Trust
Kentucky
$1.05M
BTWM
1569
Baker Tilly Wealth Management
Wisconsin
$1.05M
AWAU
1570
Alliance Wealth Advisors (Utah)
Utah
$1.05M
CB
1571
Cadence Bank
Mississippi
$1.05M
CWP
1572
Curated Wealth Partners
California
$1.04M
CIC
1573
Cornercap Investment Counsel
Georgia
$1.04M
GWANC
1574
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.04M
QPW
1575
Quantum Private Wealth
Florida
$1.04M