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
ISWM
1976
Independent Solutions Wealth Management
New York
$489K
LWM
1977
Latko Wealth Management
Illinois
$489K
PFGIA
1978
Patriot Financial Group Insurance Agency
Massachusetts
$488K
MG
1979
McHugh Group
Ohio
$486K
CWM
1980
Centurion Wealth Management
Virginia
$484K
ECM
1981
Element Capital Management
New York
$483K
SFG
1982
Synergy Financial Group
California
$482K
RCA
1983
Runnymede Capital Advisors
Ohio
$481K
NFA
1984
Northern Financial Advisors
Michigan
$481K
JWM
1985
Jeppson Wealth Management
California
$480K
S
1986
Sunpointe
Missouri
$478K
AWAP
1987
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$477K
RS
1988
R Squared
Hong Kong
$475K
AA
1989
Armis Advisers
Georgia
$475K
CP
1990
Covenant Partners
Tennessee
$474K
WA
1991
Waddell & Associates
Tennessee
$474K
AIMC
1992
Alley Investment Management Company
Illinois
$474K
CI
1993
Corient IA
Florida
$474K
BFG
1994
Berger Financial Group
Minnesota
$473K
MSA
1995
Marino Stram & Associates
Massachusetts
$473K
CWMGO
1996
Capstone Wealth Management Group (Oregon)
Oregon
$473K
ACP
1997
Aviance Capital Partners
Florida
$471K
AA
1998
Addison Advisors
Vermont
$471K
EL
1999
EWA LLC
Pennsylvania
$470K
CA
2000
Capital Advantage
California
$469K