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
BMWS
2001
Brady Martz Wealth Solutions
North Dakota
$467K
MWA
2002
Midland Wealth Advisors
Illinois
$467K
WWA
2003
Wisconsin Wealth Advisors
Wisconsin
$466K
PCM
2004
Polymer Capital Management
New York
$466K
GF
2005
Gabelli Funds
New York
$466K
OFG
2006
Oxford Financial Group
Indiana
$466K
EA
2007
Everpar Advisors
Oklahoma
$465K
LWM
2008
Liberty Wealth Management
California
$462K
AAS
2009
Ameritas Advisory Services
Nebraska
$459K
WHCI
2010
W.H. Cornerstone Investments
Massachusetts
$459K
CASB
2011
Cape Ann Savings Bank
Massachusetts
$458K
KLCM
2012
KG&L Capital Management
Louisiana
$457K
GAA
2013
Guardian Asset Advisors
Pennsylvania
$457K
VIM
2014
Vista Investment Management
Pennsylvania
$457K
BFA
2015
Beacon Financial Advisory
Ohio
$456K
FSA
2016
Franklin Street Advisors
North Carolina
$456K
TW
2017
Traveka Wealth
California
$455K
JCM
2018
Jacobsen Capital Management
Utah
$455K
IRC
2019
Investors Research Corp
Georgia
$455K
RWP
2020
Revolve Wealth Partners
New Jersey
$455K
KIC
2021
Kensington Investment Counsel
California
$454K
SCG
2022
Sonata Capital Group
Washington
$454K
BIA
2023
Bigelow Investment Advisors
Maine
$454K
TC
2024
Trilogy Capital
California
$454K
SP
2025
SIH Partners
Delaware
$453K