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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
AW
2701
Avion Wealth
Texas
$18K
GFWA
2702
Grey Fox Wealth Advisors
Delaware
$17.7K
LWMI
2703
Legacy Wealth Management (Idaho)
Idaho
$17.5K
AEPWM
2704
Atlantic Edge Private Wealth Management
Florida
$17.5K
Q1WB
2705
Quest 10 Wealth Builders
Virginia
$17.4K
CCM
2706
Cloud Capital Management
Washington
$17K
VWA
2707
Valued Wealth Advisors
Utah
$16.7K
BAM
2708
Bellevue Asset Management
Washington
$16.6K
CJ
2709
Caitlin John
Michigan
$15.9K
BBPWM
2710
Blue Bell Private Wealth Management
Pennsylvania
$15.6K
DI
2711
DAGCO Inc
Ohio
$14.5K
WWA
2712
Wealth Watch Advisors
Colorado
$14.5K
TVWM
2713
Tower View Wealth Management
Wisconsin
$14.3K
BCM
2714
Berbice Capital Management
New York
$14.2K
ICM
2715
Islay Capital Management
Texas
$14.2K
BFS
2716
Bare Financial Services
Pennsylvania
$14K
PP
2717
PFS Partners
New Jersey
$13.9K
KFP
2718
Kerr Financial Planning
California
$13.7K
MAS
2719
MPWM Advisory Solutions
Georgia
$13.5K
IWM
2720
IMG Wealth Management
Florida
$13.5K
SAM
2721
Sherman Asset Management
California
$12.3K
RWA
2722
Redmont Wealth Advisors
Illinois
$11.8K
EA
2723
Evolution Advisers
Virginia
$11K
CMP
2724
Coston McIsaac & Partners
Maine
$11K
MAFA
2725
MJT & Associates Financial Advisory
Minnesota
$10.9K