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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
BCM
2551
Boreal Capital Management
Florida
$117K
BIA
2552
Bell Investment Advisors
California
$116K
AT
2553
Arlington Trust
Alabama
$115K
SL
2554
Salomon & Ludwin
Virginia
$114K
FDCP
2555
Foster Dykema Cabot & Partners
Massachusetts
$113K
VFM
2556
Vision Financial Markets
Connecticut
$113K
FFA
2557
Frazier Financial Advisors
Ohio
$111K
BDL
2558
Banque de Luxembourg
Luxembourg
$109K
BHWM
2559
Beaird Harris Wealth Management
Texas
$106K
MAM
2560
Magellan Asset Management
Australia
$106K
AIM
2561
Arcadia Investment Management
Michigan
$105K
OAJ
2562
Ogorek Anthony Joseph
New York
$102K
AP
2563
Atwood & Palmer
Missouri
$96.8K
RPA
2564
Redwood Park Advisors
California
$96.6K
DFA
2565
DHJJ Financial Advisors
Illinois
$95.5K
FMP
2566
Financial Management Professionals
Texas
$94.4K
EPW
2567
Evergreen Private Wealth
Colorado
$93.6K
PWMG
2568
Private Wealth Management Group
New Jersey
$92K
GAG
2569
Goodman Advisory Group
Massachusetts
$90.5K
NEWAS
2570
N.E.W. Advisory Services
Wisconsin
$87.4K
AWM
2571
AllSquare Wealth Management
New York
$87.2K
WA
2572
WPG Advisers
Maryland
$86K
FPB
2573
First PREMIER Bank
South Dakota
$86K
WSC
2574
Wellington Shields & Co
New York
$85.6K
UOTTAIMCU
2575
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$85.3K