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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, 1,136 increasing their positions, 1,208 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
DWM
2726
Dogwood Wealth Management
Kansas
$6.64K
STB
2727
S&T Bank
Pennsylvania
$6.64K
ACM
2728
Anfield Capital Management
California
$6.4K
PSB
2729
Piscataqua Savings Bank
New Hampshire
$5.92K
CPG
2730
Cornerstone Planning Group
New Jersey
$5.25K
JGIA
2731
Jackson Grant Investment Advisers
Connecticut
$5.21K
DWM
2732
Darwin Wealth Management
Florida
$5K
PA
2733
Pineridge Advisors
Missouri
$4.74K
VWWMG
2734
Vermillion & White Wealth Management Group
Pennsylvania
$4.5K
HWA
2735
HHM Wealth Advisors
Tennessee
$4.03K
CWM
2736
Copia Wealth Management
Oregon
$4.03K
T
2737
Transce3nd
Texas
$3.9K
LAM
2738
Lummis Asset Management
Texas
$3.79K
CAM
2739
Costello Asset Management
Pennsylvania
$3.59K
HWA
2740
Heartwood Wealth Advisors
Virginia
$3.56K
LC
2741
Luminist Capital
Michigan
$3.54K
PCM
2742
Perritt Capital Management
Illinois
$3.33K
HIMS
2743
Hager Investment Management Services
New Hampshire
$3.08K
FS
2744
Financially Speaking
Colorado
$2.61K
CB
2745
Centennial Bank
Arkansas
$2.37K
MAM
2746
Morse Asset Management
Connecticut
$2.37K
1NWS
2747
1 North Wealth Services
Maryland
$2.37K
BC
2748
Bulwark Capital
Florida
$2.37K
WOC
2749
West Oak Capital
California
$2.3K
CIAM
2750
Caitong International Asset Management
Hong Kong
$2.13K