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
KA
1876
Kozak & Associates
Colorado
$596K
SI
1877
Severin Investments
Missouri
$594K
SCP
1878
Sivia Capital Partners
California
$594K
IWN
1879
Independent Wealth Network
Iowa
$594K
CPW
1880
Catalyst Private Wealth
California
$593K
BFS
1881
BridgePort Financial Solutions
Iowa
$593K
FFO
1882
Fortitude Family Office
Arizona
$590K
PA
1883
Persium Advisors
Georgia
$589K
SIM
1884
Sentry Investment Management
Wisconsin
$588K
MS
1885
Mizuho Securities
Japan
$588K
OWP
1886
ORG Wealth Partners
Texas
$586K
SMA
1887
Seven Mile Advisory
New Jersey
$586K
FFO
1888
Fiduciary Family Office
Florida
$586K
CIAS
1889
Capital Investment Advisory Services
North Carolina
$583K
FWP
1890
FAS Wealth Partners
Kansas
$582K
CT
1891
Clearstead Trust
Maine
$581K
KOC
1892
Koss-Olinger Consulting
Florida
$581K
ACGA
1893
Atlanta Consulting Group Advisors
Georgia
$580K
KCIC
1894
Kuhn & Co Investment Counsel
Illinois
$579K
CUAMC
1895
China Universal Asset Management Company
China
$579K
LIG
1896
Lokken Investment Group
Delaware
$577K
ST
1897
Smithfield Trust
Pennsylvania
$576K
FEG
1898
Financial Enhancement Group
Indiana
$576K
HHRDM
1899
H&H Retirement Design & Management
Nevada
$574K
IC
1900
Inscription Capital
Texas
$573K