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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
ORAM
2526
One River Asset Management
Connecticut
$136K
TF
2527
Tompkins Financial
New York
$135K
BCPWM
2528
Bradley & Co Private Wealth Management
Florida
$134K
PWAM
2529
Private Wealth Asset Management
Iowa
$130K
FDW
2530
Fourth Dimension Wealth
Ohio
$124K
OP
2531
ORG Partners
Indiana
$122K
PW
2532
Pandora Wealth
Illinois
$121K
MWM
2533
Mascoma Wealth Management
New Hampshire
$120K
LCM
2534
Lattice Capital Management
Washington
$119K
OIA
2535
Optimum Investment Advisors
Illinois
$119K
1IA
2536
1620 Investment Advisors
Massachusetts
$118K
JWM
2537
JPL Wealth Management
Colorado
$117K
BIA
2538
Bell Investment Advisors
California
$116K
AT
2539
Arlington Trust
Alabama
$115K
SL
2540
Salomon & Ludwin
Virginia
$114K
FDCP
2541
Foster Dykema Cabot & Partners
Massachusetts
$113K
VFM
2542
Vision Financial Markets
Connecticut
$113K
FFA
2543
Frazier Financial Advisors
Ohio
$111K
BDL
2544
Banque de Luxembourg
Luxembourg
$109K
BHWM
2545
Beaird Harris Wealth Management
Texas
$106K
MAM
2546
Magellan Asset Management
Australia
$106K
AIM
2547
Arcadia Investment Management
Michigan
$105K
OAJ
2548
Ogorek Anthony Joseph
New York
$102K
AP
2549
Atwood & Palmer
Missouri
$96.8K
RPA
2550
Redwood Park Advisors
California
$96.6K