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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
MLA
2576
MB, Levis & Associates
Pennsylvania
$73.7K
RTL
2577
Red Tortoise LLC
Georgia
$73.4K
BGAI
2578
Bruce G. Allen Investments
Colorado
$70.9K
FIM
2579
FWL Investment Management
Texas
$70.6K
FC
2580
Financial Consulate
Maryland
$68.9K
UIA
2581
Ulland Investment Advisors
Minnesota
$68K
NCM
2582
Northwest Capital Management
Oregon
$67.1K
BI
2583
Binnacle Investments
Iowa
$66.8K
RA
2584
Rational Advisors
New York
$65.9K
PWMG
2585
Prestige Wealth Management Group
New Jersey
$64.8K
SHIM
2586
Stone House Investment Management
Pennsylvania
$64.6K
HHGA
2587
Halbert Hargrove Global Advisors
California
$64.3K
CBT
2588
Crews Bank & Trust
Florida
$64.2K
MHR
2589
Matthew Hamilton Rosenberg
$63.5K
PWM
2590
Proathlete Wealth Management
Florida
$62.2K
FCG
2591
Financial Connections Group
California
$62K
TPBG
2592
Turning Point Benefit Group
Maryland
$61.3K
RFG
2593
REAP Financial Group
Texas
$56.2K
EWP
2594
Elevation Wealth Partners
California
$55.2K
CTA
2595
Colonial Trust Advisors
South Carolina
$54.8K
CAM
2596
Creekmur Asset Management
Illinois
$54.7K
CFS
2597
CGC Financial Services
Oregon
$52.9K
PPA
2598
Pilgrim Partners Asia
Singapore
$52.1K
RWM
2599
RMG Wealth Management
Wisconsin
$52K
NWMP
2600
Noble Wealth Management PBC
Colorado
$51.7K