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
PCM
2051
Poehling Capital Management
Wisconsin
$433K
RTC
2052
Real Talk Capital
Tennessee
$433K
SSA
2053
Sierra Summit Advisors
Nevada
$432K
FPWM
2054
FSB Premier Wealth Management
Iowa
$430K
PSP
2055
Pacific Sage Partners
Washington
$427K
CL
2056
CSS LLC
Illinois
$427K
HL
2057
HeadInvest LLC
Maine
$426K
HA
2058
Herold Advisors
New York
$426K
KW
2059
KWB Wealth
California
$426K
APWM
2060
Argonautica Private Wealth Management
Massachusetts
$425K
BMC
2061
Benin Management Corp
Connecticut
$424K
LWM
2062
LJI Wealth Management
Indiana
$423K
WF
2063
Wayfinding Financial
Washington
$422K
SC
2064
Summa Corp
Texas
$422K
SWM
2065
Seed Wealth Management
Illinois
$419K
MCM
2066
Monarch Capital Management
Indiana
$418K
AIM
2067
Advyzon Investment Management
Illinois
$417K
ANBT
2068
American National Bank & Trust
Texas
$416K
BWM
2069
BlackDiamond Wealth Management
New York
$416K
TWP
2070
Tyche Wealth Partners
Texas
$415K
RLH
2071
RD Lewis Holdings
Florida
$415K
VBA
2072
von Borstel & Associates
Oregon
$413K
MPM
2073
Meritage Portfolio Management
Kansas
$413K
GWAG
2074
Garrett Wealth Advisory Group
Texas
$412K
JF
2075
JSF Financial
California
$412K