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Salesforce

2,768 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, 1,206 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
2,768
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
KFP
2701
Kerr Financial Planning
California
$13.7K
MAS
2702
MPWM Advisory Solutions
Georgia
$13.5K
IWM
2703
IMG Wealth Management
Florida
$13.5K
SAM
2704
Sherman Asset Management
California
$12.3K
RWA
2705
Redmont Wealth Advisors
Illinois
$11.8K
CMP
2706
Coston McIsaac & Partners
Maine
$11K
MAFA
2707
MJT & Associates Financial Advisory
Minnesota
$10.9K
NECFA
2708
New England Capital Financial Advisors
Connecticut
$10.8K
AS
2709
Altshuler Shaham
Israel
$10.7K
HC
2710
Hurley Capital
New York
$10.2K
MBFW
2711
Morton Brown Family Wealth
Pennsylvania
$9.95K
AFWM
2712
Abich Financial Wealth Management
Virginia
$9.95K
DRP
2713
Decker Retirement Planning
Utah
$9.24K
RCM
2714
Richardson Capital Management
Wisconsin
$8.77K
NC
2715
North Capital
Utah
$8.29K
GGI
2716
Godsey & Gibb Inc
Virginia
$8.06K
BHWM
2717
Bay Harbor Wealth Management
Maryland
$8.06K
PS
2718
PayPay Securities
Japan
$7.88K
DWA
2719
Delos Wealth Advisors
Texas
$7.58K
WCM
2720
Westend Capital Management
California
$7.58K
LWA
2721
Lowe Wealth Advisors
Maryland
$7.35K
GIM
2722
Gold Investment Management
Alberta, Canada
$7.35K
HWM
2723
HighMark Wealth Management
Minnesota
$7.35K
RF
2724
Robbins Farley
New Hampshire
$7.35K
DWM
2725
Dogwood Wealth Management
Kansas
$6.64K