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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
IWP
2651
IAG Wealth Partners
Wisconsin
$30.8K
RWS
2652
Retirement Wealth Solutions
Wisconsin
$29.8K
MPW
2653
MASECO Private Wealth
$29.7K
QWM
2654
Quaker Wealth Management
New Jersey
$29.4K
CAC
2655
Core Alternative Capital
Georgia
$29.2K
CIR
2656
Clear Investment Research
Georgia
$28.1K
TCB
2657
Texas Capital Bancshares
Texas
$28K
KSWA
2658
Kathleen S. Wright Associates
Pennsylvania
$27.7K
MSG
2659
Main Street Group
Virginia
$27.7K
KG
2660
Kilter Group
New York
$27.5K
CMA
2661
Cedar Mountain Advisors
Oregon
$26.9K
TCM
2662
TD Capital Management
Tennessee
$26.6K
AP
2663
Aspect Partners
Virginia
$26.5K
BC
2664
Barrett & Company
Rhode Island
$26.1K
MAM
2665
Marquette Asset Management
Minnesota
$25.6K
TCM
2666
Tradewinds Capital Management
Washington
$25.4K
GFL
2667
Granite FO LLC
New Hampshire
$24.4K
CC
2668
Corsicana & Co
Texas
$24.4K
CAM
2669
Chesapeake Asset Management
New York
$23.9K
EWM
2670
Evolution Wealth Management
Florida
$23.9K
AWM
2671
Ameliora Wealth Management
Switzerland
$23.7K
APW
2672
Atlantic Private Wealth
North Carolina
$23.7K
TC
2673
Tacita Capital
Ontario, Canada
$23.7K
CWM
2674
Crowley Wealth Management
Delaware
$23.7K
SRCM
2675
Signature Resources Capital Management
California
$23.2K