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Salesforce

2,769 hedge funds and large institutions have $179B invested in Salesforce in 2025 Q3 according to their latest regulatory filings, with 200 funds opening new positions, 1,137 increasing their positions, 1,207 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: 200 | Existing positions closed: 296

Holders
2,769
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
KWM
2476
KW Wealth Management
California
$207K
CAWM
2477
Capital Advisors Wealth Management
Washington
$207K
AWM
2478
Abound Wealth Management
Tennessee
$206K
KFA
2479
Kelleher Financial Advisors
New York
$206K
NCTC
2480
New Covenant Trust Company
Indiana
$206K
WWC
2481
Waypoint Wealth Counsel
Georgia
$206K
KFG
2482
Kingdom Financial Group
Arizona
$206K
OHWA
2483
Oak Hill Wealth Advisors
Virginia
$204K
AWA
2484
Aletheian Wealth Advisors
Washington
$204K
KCPG
2485
Kavar Capital Partners Group
Kansas
$204K
ITIM
2486
Indiana Trust & Investment Management
Indiana
$203K
AFM
2487
Armstrong Fleming & Moore
District of Columbia
$203K
IFPG
2488
Intrepid Financial Planning Group
Indiana
$203K
GWP
2489
Gateway Wealth Partners
Wisconsin
$202K
SWA
2490
SOA Wealth Advisors
New York
$202K
RA
2491
Rise Advisors
New York
$202K
DIP
2492
DT Investment Partners
Pennsylvania
$202K
HFS
2493
Hughes Financial Services
Virginia
$202K
DWP
2494
Destiny Wealth Partners
Florida
$201K
TCWM
2495
Total Clarity Wealth Management
Illinois
$201K
BAS
2496
Brueske Advisory Services
Washington
$200K
LTI
2497
Laffer Tengler Investments
Tennessee
$200K
CHC
2498
City Holding Co
West Virginia
$190K
HWA
2499
Heritage Wealth Advisors
Virginia
$187K
NWM
2500
Nova Wealth Management
Florida
$186K