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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
IFPG
2501
Intrepid Financial Planning Group
Indiana
$203K
GWP
2502
Gateway Wealth Partners
Wisconsin
$202K
SWA
2503
SOA Wealth Advisors
New York
$202K
RA
2504
Rise Advisors
New York
$202K
DIP
2505
DT Investment Partners
Pennsylvania
$202K
HFS
2506
Hughes Financial Services
Virginia
$202K
DWP
2507
Destiny Wealth Partners
Florida
$201K
TCWM
2508
Total Clarity Wealth Management
Illinois
$201K
BAS
2509
Brueske Advisory Services
Washington
$200K
LTI
2510
Laffer Tengler Investments
Tennessee
$200K
CHC
2511
City Holding Co
West Virginia
$190K
HWA
2512
Heritage Wealth Advisors
Virginia
$187K
NWM
2513
Nova Wealth Management
Florida
$186K
TWM
2514
Tripletail Wealth Management
Florida
$185K
CCMW
2515
Cypress Capital Management (Wyoming)
Wyoming
$184K
PP
2516
Pingora Partners
Wyoming
$181K
SA
2517
Strategic Advocates
Utah
$180K
GA
2518
GoalVest Advisory
New York
$178K
XC
2519
XY Capital
Hong Kong
$172K
FRA
2520
Front Row Advisors
California
$171K
SAS
2521
Spurstone Advisory Services
Connecticut
$166K
MSWM
2522
Mowery & Schoenfeld Wealth Management
Illinois
$165K
DCBT
2523
Dakota Community Bank & Trust
North Dakota
$164K
BC
2524
Bayforest Capital
United Kingdom
$161K
BCM
2525
Blume Capital Management
California
$160K