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
CIS
2451
Custom Index Systems
New York
$218K
CCA
2452
Carrera Capital Advisors
Michigan
$217K
CG
2453
Clifford Group
Massachusetts
$217K
NBWM
2454
North Berkeley Wealth Management
California
$217K
SFG
2455
Sovereign Financial Group
Connecticut
$217K
MCM
2456
Manchester Capital Management
Vermont
$216K
MAG
2457
Mayfair Advisory Group
Alabama
$216K
CWA
2458
Centennial Wealth Advisory
Michigan
$215K
F8IS
2459
Figure 8 Investment Strategies
Idaho
$214K
PP
2460
Postrock Partners
Oregon
$214K
WSWA
2461
Warren Street Wealth Advisors
California
$214K
MRI
2462
Mad River Investors
Massachusetts
$213K
ERWM
2463
Elk River Wealth Management
Colorado
$213K
SPC
2464
Spirepoint Private Client
Florida
$213K
WSFG
2465
Wall Street Financial Group
Illinois
$213K
WF
2466
Whelan Financial
California
$213K
EAM
2467
Evanson Asset Management
California
$212K
GT
2468
GreatBanc Trust
Illinois
$212K
SSWG
2469
Seven Springs Wealth Group
Tennessee
$212K
KWM
2470
Kingsman Wealth Management
Florida
$212K
RWM
2471
Rialto Wealth Management
New York
$212K
SW
2472
SkyOak Wealth
Michigan
$211K
AWA
2473
Archvest Wealth Advisors
California
$211K
VCP
2474
Verus Capital Partners
Arizona
$211K
SN
2475
Sittner & Nelson
Oregon
$211K