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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
TWD
2676
True Wealth Design
Ohio
$22.9K
OA
2677
Operose Advisors
Wisconsin
$22.8K
CTWM
2678
Cherry Tree Wealth Management
Minnesota
$22.5K
PAM
2679
Palisade Asset Management
Minnesota
$22.5K
HFS
2680
Hopwood Financial Services
Virginia
$22.5K
CF
2681
Collier Financial
Colorado
$22.5K
IUHSA
2682
Itau Unibanco Holding S.A.
Brazil
$22.3K
FWM
2683
FSA Wealth Management
Massachusetts
$22.2K
SIS
2684
Strategic Investment Solutions
Illinois
$22.1K
API
2685
Asset Planning Inc
California
$22K
DPW
2686
DiNuzzo Private Wealth
Pennsylvania
$21.5K
PPA
2687
Painted Porch Advisors
California
$21.3K
CFS
2688
Compass Financial Services
Iowa
$21.1K
AIM
2689
Access Investment Management
Georgia
$21.1K
CWP
2690
Clark Wealth Partners
Illinois
$20.9K
PC
2691
Promus Capital
Illinois
$20.4K
PK
2692
Pflug Koory
Nebraska
$20.1K
CA
2693
Centerpoint Advisors
Massachusetts
$20K
RFA
2694
Reyes Financial Architecture
California
$19.2K
AWM
2695
Accredited Wealth Management
Kentucky
$19K
AF
2696
Alerus Financial
North Dakota
$18.5K
WAG
2697
Wiser Advisor Group
Arizona
$18.4K
VWM
2698
Vermillion Wealth Management
Minnesota
$18.4K
DMKJ
2699
David M. Knott Jr
$18.2K
TIM
2700
Tortoise Investment Management
New York
$18K