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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
MWPCG
2626
Measured Wealth Private Client Group
New Hampshire
$38.6K
GK
2627
Graney & King
New York
$38.3K
BONH
2628
Bank of New Hampshire
New Hampshire
$37.9K
RCM
2629
Raleigh Capital Management
North Carolina
$35.4K
PP
2630
Pacifica Partners
Canada
$35.1K
CIAS
2631
CBIZ Investment Advisory Services
Ohio
$34.9K
MA
2632
MCF Advisors
Kentucky
$34.5K
GJIA
2633
Glass Jacobson Investment Advisors
Maryland
$33.2K
CTB
2634
Country Trust Bank
Illinois
$32.5K
PCTC
2635
Perkins Coie Trust Company
Washington
$32K
VWA
2636
VSM Wealth Advisory
Maryland
$32K
IWP
2637
IAG Wealth Partners
Wisconsin
$30.8K
RWS
2638
Retirement Wealth Solutions
Wisconsin
$29.8K
MPW
2639
MASECO Private Wealth
$29.7K
QWM
2640
Quaker Wealth Management
New Jersey
$29.4K
CAC
2641
Core Alternative Capital
Georgia
$29.2K
CIR
2642
Clear Investment Research
Georgia
$28.1K
TCB
2643
Texas Capital Bancshares
Texas
$28K
KSWA
2644
Kathleen S. Wright Associates
Pennsylvania
$27.7K
MSG
2645
Main Street Group
Virginia
$27.7K
CMA
2646
Cedar Mountain Advisors
Oregon
$26.9K
TCM
2647
TD Capital Management
Tennessee
$26.6K
AP
2648
Aspect Partners
Virginia
$26.5K
BC
2649
Barrett & Company
Rhode Island
$26.1K
MAM
2650
Marquette Asset Management
Minnesota
$25.6K