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Salesforce

2,770 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, 1,136 increasing their positions, 1,208 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:

15% less capital invested

Capital invested by funds: $209B → $179B (-$30.5B)

28% less funds holding in top 10

Funds holding in top 10: 5439 (-15)

32% less first-time investments, than exits

New positions opened: 201 | Existing positions closed: 296

Holders
2,770
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
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
CIA
2476
Cladis Investment Advisory
Montana
$207K
KWM
2477
KW Wealth Management
California
$207K
CAWM
2478
Capital Advisors Wealth Management
Washington
$207K
AWM
2479
Abound Wealth Management
Tennessee
$206K
KFA
2480
Kelleher Financial Advisors
New York
$206K
NCTC
2481
New Covenant Trust Company
Indiana
$206K
WWC
2482
Waypoint Wealth Counsel
Georgia
$206K
KFG
2483
Kingdom Financial Group
Arizona
$206K
OHWA
2484
Oak Hill Wealth Advisors
Virginia
$204K
AWA
2485
Aletheian Wealth Advisors
Washington
$204K
KCPG
2486
Kavar Capital Partners Group
Kansas
$204K
ITIM
2487
Indiana Trust & Investment Management
Indiana
$203K
AFM
2488
Armstrong Fleming & Moore
District of Columbia
$203K
IFPG
2489
Intrepid Financial Planning Group
Indiana
$203K
GWP
2490
Gateway Wealth Partners
Wisconsin
$202K
SWA
2491
SOA Wealth Advisors
New York
$202K
RA
2492
Rise Advisors
New York
$202K
DIP
2493
DT Investment Partners
Pennsylvania
$202K
HFS
2494
Hughes Financial Services
Virginia
$202K
DWP
2495
Destiny Wealth Partners
Florida
$201K
TCWM
2496
Total Clarity Wealth Management
Illinois
$201K
BAS
2497
Brueske Advisory Services
Washington
$200K
LTI
2498
Laffer Tengler Investments
Tennessee
$200K
CHC
2499
City Holding Co
West Virginia
$190K
HWA
2500
Heritage Wealth Advisors
Virginia
$187K