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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
FCAS
2526
First Command Advisory Services
Texas
$160K
HWP
2527
Highline Wealth Partners
California
$156K
HDIM
2528
Hanson & Doremus Investment Management
Vermont
$155K
C
2529
Covestor
United Kingdom
$153K
ABWM
2530
Alpine Bank Wealth Management
Colorado
$148K
OC
2531
Oakworth Capital
Alabama
$147K
SGK
2532
Steigerwald Gordon & Koch
Virginia
$146K
GKIM
2533
GW&K Investment Management
Massachusetts
$145K
HWM
2534
Hemington Wealth Management
Virginia
$143K
GC
2535
Globeflex Capital
California
$142K
PAG
2536
Paladin Advisory Group
Iowa
$140K
PGAM
2537
Princeton Global Asset Management
New Jersey
$140K
DMBA
2538
Deseret Mutual Benefit Administrators
Utah
$137K
ORAM
2539
One River Asset Management
Connecticut
$136K
TF
2540
Tompkins Financial
New York
$135K
BCPWM
2541
Bradley & Co Private Wealth Management
Florida
$134K
PWAM
2542
Private Wealth Asset Management
Iowa
$130K
FDW
2543
Fourth Dimension Wealth
Ohio
$124K
OP
2544
ORG Partners
Indiana
$122K
PW
2545
Pandora Wealth
Illinois
$121K
MWM
2546
Mascoma Wealth Management
New Hampshire
$120K
LCM
2547
Lattice Capital Management
Washington
$119K
OIA
2548
Optimum Investment Advisors
Illinois
$119K
1IA
2549
1620 Investment Advisors
Massachusetts
$118K
JWM
2550
JPL Wealth Management
Colorado
$117K