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
LAM
1601
LOM Asset Management
$1.01M
MMPW
1602
Mitchell McLeod Pugh & Williams
Alabama
$1.01M
WF
1603
WinCap Financial
Massachusetts
$1M
DA
1604
Doliver Advisors
Texas
$997K
MDA
1605
Minot DeBlois Advisors
Massachusetts
$997K
SSWM
1606
Strait & Sound Wealth Management
California
$996K
VA
1607
Valmark Advisers
Ohio
$995K
RMP
1608
Richards, Merrill & Peterson
Washington
$994K
OWA
1609
Octavia Wealth Advisors
Ohio
$993K
SFG
1610
Shum Financial Group
California
$993K
AWA
1611
Arete Wealth Advisors
Illinois
$990K
NDSI
1612
Newman Dignan & Sheerar Inc
Rhode Island
$988K
TPWA
1613
Twin Peaks Wealth Advisors
California
$987K
WFI
1614
West Family Investments
California
$987K
AL
1615
Aspiriant LLC
California
$984K
SIC
1616
Salem Investment Counselors
North Carolina
$982K
FBFS
1617
First Business Financial Services
Wisconsin
$981K
CMTU
1618
Capital Markets Trading (UK)
United Kingdom
$979K
FFN
1619
Focus Financial Network
Minnesota
$972K
PR
1620
Payden & Rygel
California
$972K
LCM
1621
LCM Capital Management
Illinois
$967K
GWS
1622
Greykasell Wealth Strategies
California
$967K
BWP
1623
BSW Wealth Partners
Colorado
$967K
KCFA
1624
Key Client Fiduciary Advisors
New Jersey
$962K
NSIM
1625
North Star Investment Management
Illinois
$962K