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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
DAM
2601
Delta Asset Management
Tennessee
$51.4K
MIM
2602
MTM Investment Management
South Carolina
$51K
PCFFS
2603
Pacific Center for Financial Services
California
$50K
TFA
2604
Transamerica Financial Advisors
Florida
$50K
PMFA
2605
Plante Moran Financial Advisors
Michigan
$49.8K
T
2606
Tidemark
California
$49.8K
HHMI
2607
Howard Hughes Medical Institute
Maryland
$48.8K
ME
2608
McIlrath & Eck
Washington
$48.6K
POIA
2609
Pin Oak Investment Advisors
Texas
$48K
SC
2610
Swan Capital
Florida
$47.9K
HFM
2611
Hartford Financial Management
Connecticut
$47.9K
FNWA
2612
Financial Network Wealth Advisors
Utah
$46.7K
BTC
2613
Bank & Trust Company
Illinois
$45K
SIC
2614
SJS Investment Consulting
Ohio
$44.6K
CWM
2615
Cedar Wealth Management
California
$44.3K
WAM
2616
WFA Asset Management
Wisconsin
$43.4K
GCM
2617
Gables Capital Management
Florida
$42.9K
SC
2618
Steph & Co
Wisconsin
$42.2K
MSWA
2619
Marshall & Sterling Wealth Advisors
New York
$41.5K
DCM
2620
Disciplina Capital Management
Tennessee
$41.4K
TFG
2621
Team Financial Group
California
$40.4K
SP
2622
Saranac Partners
$39.8K
MG
2623
MilWealth Group
Wisconsin
$39.1K
CI
2624
Clal Insurance
Israel
$39K
GIA
2625
GHP Investment Advisors
Colorado
$39K