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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
TCM
2651
Tradewinds Capital Management
Washington
$25.4K
GFL
2652
Granite FO LLC
New Hampshire
$24.4K
CC
2653
Corsicana & Co
Texas
$24.4K
CAM
2654
Chesapeake Asset Management
New York
$23.9K
EWM
2655
Evolution Wealth Management
Florida
$23.9K
AWM
2656
Ameliora Wealth Management
Switzerland
$23.7K
TC
2657
Tacita Capital
Ontario, Canada
$23.7K
APW
2658
Atlantic Private Wealth
North Carolina
$23.7K
CWM
2659
Crowley Wealth Management
Delaware
$23.7K
SRCM
2660
Signature Resources Capital Management
California
$23.2K
TWD
2661
True Wealth Design
Ohio
$22.9K
OA
2662
Operose Advisors
Wisconsin
$22.8K
CTWM
2663
Cherry Tree Wealth Management
Minnesota
$22.5K
PAM
2664
Palisade Asset Management
Minnesota
$22.5K
HFS
2665
Hopwood Financial Services
Virginia
$22.5K
CF
2666
Collier Financial
Colorado
$22.5K
IUHSA
2667
Itau Unibanco Holding S.A.
Brazil
$22.3K
FWM
2668
FSA Wealth Management
Massachusetts
$22.2K
SIS
2669
Strategic Investment Solutions
Illinois
$22.1K
API
2670
Asset Planning Inc
California
$22K
DPW
2671
DiNuzzo Private Wealth
Pennsylvania
$21.5K
PPA
2672
Painted Porch Advisors
California
$21.3K
CFS
2673
Compass Financial Services
Iowa
$21.1K
AIM
2674
Access Investment Management
Georgia
$21.1K
PC
2675
Promus Capital
Illinois
$20.4K