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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
RTL
2576
Red Tortoise LLC
Georgia
$73.4K
BGAI
2577
Bruce G. Allen Investments
Colorado
$70.9K
FIM
2578
FWL Investment Management
Texas
$70.6K
FC
2579
Financial Consulate
Maryland
$68.9K
UIA
2580
Ulland Investment Advisors
Minnesota
$68K
NCM
2581
Northwest Capital Management
Oregon
$67.1K
BI
2582
Binnacle Investments
Iowa
$66.8K
RA
2583
Rational Advisors
New York
$65.9K
PWMG
2584
Prestige Wealth Management Group
New Jersey
$64.8K
SHIM
2585
Stone House Investment Management
Pennsylvania
$64.6K
HHGA
2586
Halbert Hargrove Global Advisors
California
$64.3K
CBT
2587
Crews Bank & Trust
Florida
$64.2K
MHR
2588
Matthew Hamilton Rosenberg
$63.5K
PWM
2589
Proathlete Wealth Management
Florida
$62.2K
FCG
2590
Financial Connections Group
California
$62K
TPBG
2591
Turning Point Benefit Group
Maryland
$61.3K
RFG
2592
REAP Financial Group
Texas
$56.2K
EWP
2593
Elevation Wealth Partners
California
$55.2K
CTA
2594
Colonial Trust Advisors
South Carolina
$54.8K
CAM
2595
Creekmur Asset Management
Illinois
$54.7K
CFS
2596
CGC Financial Services
Oregon
$52.9K
PPA
2597
Pilgrim Partners Asia
Singapore
$52.1K
RWM
2598
RMG Wealth Management
Wisconsin
$52K
NWMP
2599
Noble Wealth Management PBC
Colorado
$51.7K
PWA
2600
Provenance Wealth Advisors
Florida
$51.4K