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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
TWM
2501
Tripletail Wealth Management
Florida
$185K
CCMW
2502
Cypress Capital Management (Wyoming)
Wyoming
$184K
PP
2503
Pingora Partners
Wyoming
$181K
SA
2504
Strategic Advocates
Utah
$180K
GA
2505
GoalVest Advisory
New York
$178K
XC
2506
XY Capital
Hong Kong
$172K
FRA
2507
Front Row Advisors
California
$171K
SAS
2508
Spurstone Advisory Services
Connecticut
$166K
MSWM
2509
Mowery & Schoenfeld Wealth Management
Illinois
$165K
DCBT
2510
Dakota Community Bank & Trust
North Dakota
$164K
BC
2511
Bayforest Capital
United Kingdom
$161K
BCM
2512
Blume Capital Management
California
$160K
FCAS
2513
First Command Advisory Services
Texas
$160K
HWP
2514
Highline Wealth Partners
California
$156K
HDIM
2515
Hanson & Doremus Investment Management
Vermont
$155K
C
2516
Covestor
United Kingdom
$153K
ABWM
2517
Alpine Bank Wealth Management
Colorado
$148K
OC
2518
Oakworth Capital
Alabama
$147K
SGK
2519
Steigerwald Gordon & Koch
Virginia
$146K
GKIM
2520
GW&K Investment Management
Massachusetts
$145K
HWM
2521
Hemington Wealth Management
Virginia
$143K
GC
2522
Globeflex Capital
California
$142K
PAG
2523
Paladin Advisory Group
Iowa
$140K
PGAM
2524
Princeton Global Asset Management
New Jersey
$140K
DMBA
2525
Deseret Mutual Benefit Administrators
Utah
$137K