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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
SAM
2476
Summit Asset Management
Tennessee
$210K
BFS
2477
Burkett Financial Services
South Carolina
$210K
DCM
2478
DGS Capital Management
New Jersey
$209K
SIAP
2479
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$209K
CW
2480
Code Waechter
Florida
$209K
CAAS
2481
Capital Asset Advisory Services
Michigan
$209K
VCM
2482
Vivaldi Capital Management
Illinois
$209K
CV
2483
Counterweight Ventures
North Carolina
$209K
WEG
2484
World Equity Group
Illinois
$208K
IA
2485
Insight Advisors
Pennsylvania
$208K
ACG
2486
Allen Capital Group
Nebraska
$208K
KCP
2487
Kera Capital Partners
California
$208K
CIA
2488
Cladis Investment Advisory
Montana
$207K
KWM
2489
KW Wealth Management
California
$207K
CAWM
2490
Capital Advisors Wealth Management
Washington
$207K
AWM
2491
Abound Wealth Management
Tennessee
$206K
KFA
2492
Kelleher Financial Advisors
New York
$206K
NCTC
2493
New Covenant Trust Company
Indiana
$206K
WWC
2494
Waypoint Wealth Counsel
Georgia
$206K
KFG
2495
Kingdom Financial Group
Arizona
$206K
OHWA
2496
Oak Hill Wealth Advisors
Virginia
$204K
AWA
2497
Aletheian Wealth Advisors
Washington
$204K
KCPG
2498
Kavar Capital Partners Group
Kansas
$204K
ITIM
2499
Indiana Trust & Investment Management
Indiana
$203K
AFM
2500
Armstrong Fleming & Moore
District of Columbia
$203K