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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
DMBA
2526
Deseret Mutual Benefit Administrators
Utah
$137K
ORAM
2527
One River Asset Management
Connecticut
$136K
TF
2528
Tompkins Financial
New York
$135K
BCPWM
2529
Bradley & Co Private Wealth Management
Florida
$134K
PWAM
2530
Private Wealth Asset Management
Iowa
$130K
FDW
2531
Fourth Dimension Wealth
Ohio
$124K
OP
2532
ORG Partners
Indiana
$122K
PW
2533
Pandora Wealth
Illinois
$121K
MWM
2534
Mascoma Wealth Management
New Hampshire
$120K
LCM
2535
Lattice Capital Management
Washington
$119K
OIA
2536
Optimum Investment Advisors
Illinois
$119K
1IA
2537
1620 Investment Advisors
Massachusetts
$118K
JWM
2538
JPL Wealth Management
Colorado
$117K
BIA
2539
Bell Investment Advisors
California
$116K
AT
2540
Arlington Trust
Alabama
$115K
SL
2541
Salomon & Ludwin
Virginia
$114K
FDCP
2542
Foster Dykema Cabot & Partners
Massachusetts
$113K
VFM
2543
Vision Financial Markets
Connecticut
$113K
FFA
2544
Frazier Financial Advisors
Ohio
$111K
BDL
2545
Banque de Luxembourg
Luxembourg
$109K
BHWM
2546
Beaird Harris Wealth Management
Texas
$106K
MAM
2547
Magellan Asset Management
Australia
$106K
AIM
2548
Arcadia Investment Management
Michigan
$105K
OAJ
2549
Ogorek Anthony Joseph
New York
$102K
AP
2550
Atwood & Palmer
Missouri
$96.8K