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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
GIA
2626
GHP Investment Advisors
Colorado
$39K
MWPCG
2627
Measured Wealth Private Client Group
New Hampshire
$38.6K
GK
2628
Graney & King
New York
$38.3K
BONH
2629
Bank of New Hampshire
New Hampshire
$37.9K
RCM
2630
Raleigh Capital Management
North Carolina
$35.4K
PP
2631
Pacifica Partners
Canada
$35.1K
CIAS
2632
CBIZ Investment Advisory Services
Ohio
$34.9K
MA
2633
MCF Advisors
Kentucky
$34.5K
GJIA
2634
Glass Jacobson Investment Advisors
Maryland
$33.2K
CTB
2635
Country Trust Bank
Illinois
$32.5K
PCTC
2636
Perkins Coie Trust Company
Washington
$32K
VWA
2637
VSM Wealth Advisory
Maryland
$32K
IWP
2638
IAG Wealth Partners
Wisconsin
$30.8K
RWS
2639
Retirement Wealth Solutions
Wisconsin
$29.8K
MPW
2640
MASECO Private Wealth
$29.7K
QWM
2641
Quaker Wealth Management
New Jersey
$29.4K
CAC
2642
Core Alternative Capital
Georgia
$29.2K
CIR
2643
Clear Investment Research
Georgia
$28.1K
TCB
2644
Texas Capital Bancshares
Texas
$28K
KSWA
2645
Kathleen S. Wright Associates
Pennsylvania
$27.7K
MSG
2646
Main Street Group
Virginia
$27.7K
CMA
2647
Cedar Mountain Advisors
Oregon
$26.9K
TCM
2648
TD Capital Management
Tennessee
$26.6K
AP
2649
Aspect Partners
Virginia
$26.5K
BC
2650
Barrett & Company
Rhode Island
$26.1K