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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
PK
2676
Pflug Koory
Nebraska
$20.1K
CA
2677
Centerpoint Advisors
Massachusetts
$20K
RFA
2678
Reyes Financial Architecture
California
$19.2K
AWM
2679
Accredited Wealth Management
Kentucky
$19K
AF
2680
Alerus Financial
North Dakota
$18.5K
WAG
2681
Wiser Advisor Group
Arizona
$18.4K
VWM
2682
Vermillion Wealth Management
Minnesota
$18.4K
DMKJ
2683
David M. Knott Jr
$18.2K
TIM
2684
Tortoise Investment Management
New York
$18K
AW
2685
Avion Wealth
Texas
$18K
GFWA
2686
Grey Fox Wealth Advisors
Delaware
$17.7K
LWMI
2687
Legacy Wealth Management (Idaho)
Idaho
$17.5K
AEPWM
2688
Atlantic Edge Private Wealth Management
Florida
$17.5K
Q1WB
2689
Quest 10 Wealth Builders
Virginia
$17.4K
CCM
2690
Cloud Capital Management
Washington
$17K
VWA
2691
Valued Wealth Advisors
Utah
$16.7K
BAM
2692
Bellevue Asset Management
Washington
$16.6K
CJ
2693
Caitlin John
Michigan
$15.9K
BBPWM
2694
Blue Bell Private Wealth Management
Pennsylvania
$15.6K
DI
2695
DAGCO Inc
Ohio
$14.5K
WWA
2696
Wealth Watch Advisors
Colorado
$14.5K
TVWM
2697
Tower View Wealth Management
Wisconsin
$14.3K
BCM
2698
Berbice Capital Management
New York
$14.2K
ICM
2699
Islay Capital Management
Texas
$14.2K
BFS
2700
Bare Financial Services
Pennsylvania
$14K