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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
CBT
2601
Crews Bank & Trust
Florida
$64.2K
MHR
2602
Matthew Hamilton Rosenberg
$63.5K
PWM
2603
Proathlete Wealth Management
Florida
$62.2K
FCG
2604
Financial Connections Group
California
$62K
TPBG
2605
Turning Point Benefit Group
Maryland
$61.3K
RFG
2606
REAP Financial Group
Texas
$56.2K
EWP
2607
Elevation Wealth Partners
California
$55.2K
CTA
2608
Colonial Trust Advisors
South Carolina
$54.8K
CAM
2609
Creekmur Asset Management
Illinois
$54.7K
CFS
2610
CGC Financial Services
Oregon
$52.9K
PPA
2611
Pilgrim Partners Asia
Singapore
$52.1K
RWM
2612
RMG Wealth Management
Wisconsin
$52K
NWMP
2613
Noble Wealth Management PBC
Colorado
$51.7K
PWA
2614
Provenance Wealth Advisors
Florida
$51.4K
DAM
2615
Delta Asset Management
Tennessee
$51.4K
MIM
2616
MTM Investment Management
South Carolina
$51K
PCFFS
2617
Pacific Center for Financial Services
California
$50K
TFA
2618
Transamerica Financial Advisors
Florida
$50K
PMFA
2619
Plante Moran Financial Advisors
Michigan
$49.8K
T
2620
Tidemark
California
$49.8K
HHMI
2621
Howard Hughes Medical Institute
Maryland
$48.8K
ME
2622
McIlrath & Eck
Washington
$48.6K
POIA
2623
Pin Oak Investment Advisors
Texas
$48K
SC
2624
Swan Capital
Florida
$47.9K
HFM
2625
Hartford Financial Management
Connecticut
$47.9K