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
BI
1826
BlueSpruce Investments
Illinois
$647K
OL
1827
OneFund LLC
Florida
$641K
AT
1828
Avalon Trust
New Mexico
$638K
FSA
1829
Financial Sense Advisors
California
$637K
EWM
1830
Evermay Wealth Management
Virginia
$637K
RFN
1831
Redwood Financial Network
Ohio
$637K
SFI
1832
SPC Financial Inc
Maryland
$637K
WPW
1833
Watershed Private Wealth
Illinois
$636K
KAM
1834
Karani Asset Management
New York
$636K
KIM
1835
Kestra Investment Management
Texas
$635K
NWMG
1836
National Wealth Management Group
Ohio
$634K
CWM
1837
Cabot Wealth Management
Massachusetts
$634K
PFBT
1838
Parkside Financial Bank & Trust
Missouri
$634K
CRWM
1839
Castle Rock Wealth Management
California
$633K
SPWG
1840
Sage Private Wealth Group
Illinois
$630K
CWG
1841
Crown Wealth Group
North Carolina
$628K
PTP
1842
Platform Technology Partners
New York
$628K
BW
1843
BIP Wealth
Georgia
$628K
MA
1844
Montag & Associates
Georgia
$626K
VCA
1845
Verdence Capital Advisors
Maryland
$625K
AWA
1846
AGH Wealth Advisors
Kansas
$624K
MFA
1847
Mayflower Financial Advisors
Massachusetts
$624K
RGC
1848
Roberts, Glore & Co
Illinois
$622K
RFP
1849
Root Financial Partners
California
$622K
TC
1850
TownSquare Capital
Utah
$621K