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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
CWM
2576
Consultiva Wealth Management
Puerto Rico
$83.2K
JAM
2577
JCIC Asset Management
Ontario, Canada
$80.6K
GA
2578
Guerra Advisors
Florida
$80.4K
CSC
2579
Caldwell Sutter Capital
California
$80.3K
SWIM
2580
Smallwood Wealth Investment Management
New Jersey
$80.2K
SMFG
2581
Sumitomo Mitsui Financial Group
Japan
$79.2K
EPAM
2582
Evelyn Partners Asset Management
$78.7K
ECM
2583
Estabrook Capital Management
New York
$78.4K
FP
2584
Financial Perspectives
Minnesota
$77.6K
LFASL
2585
Lugano Financial Advisors SA (LFA)
Switzerland
$77.3K
HFS
2586
Horizon Financial Services
North Carolina
$75.8K
PWA
2587
Physician Wealth Advisors
Utah
$75.4K
AAG
2588
Armstrong Advisory Group
Massachusetts
$74.7K
MLA
2589
MB, Levis & Associates
Pennsylvania
$73.7K
RTL
2590
Red Tortoise LLC
Georgia
$73.4K
BGAI
2591
Bruce G. Allen Investments
Colorado
$70.9K
FIM
2592
FWL Investment Management
Texas
$70.6K
FC
2593
Financial Consulate
Maryland
$68.9K
UIA
2594
Ulland Investment Advisors
Minnesota
$68K
NCM
2595
Northwest Capital Management
Oregon
$67.1K
BI
2596
Binnacle Investments
Iowa
$66.8K
RA
2597
Rational Advisors
New York
$65.9K
PWMG
2598
Prestige Wealth Management Group
New Jersey
$64.8K
SHIM
2599
Stone House Investment Management
Pennsylvania
$64.6K
HHGA
2600
Halbert Hargrove Global Advisors
California
$64.3K