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
FA
1801
Fountainhead AM
New Jersey
$684K
SIA
1802
SGL Investment Advisors
Montana
$684K
EHWM
1803
Eads & Heald Wealth Management
Georgia
$683K
ZIG
1804
Zullo Investment Group
Pennsylvania
$682K
GCM
1805
Gladius Capital Management
Illinois
$681K
TGAM
1806
TBH Global Asset Management
Tennessee
$680K
MQWP
1807
Morey & Quinn Wealth Partners
Nebraska
$680K
DLHL
1808
Donald L. Hagan LLC
Florida
$679K
AWM
1809
Aries Wealth Management
Maine
$679K
CWG
1810
Cornerstone Wealth Group
North Carolina
$677K
GFP
1811
Gryphon Financial Partners
Ohio
$676K
CC
1812
Copperleaf Capital
North Carolina
$676K
WI
1813
WrapManager Inc
California
$676K
BWM
1814
Baron Wealth Management
Michigan
$675K
FC
1815
Fjell Capital
North Dakota
$675K
SC
1816
Saiph Capital
New Jersey
$672K
SCI
1817
S&CO Inc
Massachusetts
$672K
CA
1818
Crumly & Associates
Illinois
$672K
CH
1819
Cromwell Holdings
Wyoming
$670K
ST
1820
Sageworth Trust
Pennsylvania
$669K
RWM
1821
Riverbend Wealth Management
South Carolina
$668K
SB
1822
Sunflower Bank
Texas
$666K
IAIM
1823
International Assets Investment Management
Florida
$662K
MWM
1824
Maridea Wealth Management
New York
$662K
MSWM
1825
McGlone Suttner Wealth Management
Wisconsin
$660K