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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
DWM
2751
Darwin Wealth Management
Florida
$5K
PA
2752
Pineridge Advisors
Missouri
$4.74K
VWWMG
2753
Vermillion & White Wealth Management Group
Pennsylvania
$4.5K
HWA
2754
HHM Wealth Advisors
Tennessee
$4.03K
CWM
2755
Copia Wealth Management
Oregon
$4.03K
T
2756
Transce3nd
Texas
$3.9K
LAM
2757
Lummis Asset Management
Texas
$3.79K
CAM
2758
Costello Asset Management
Pennsylvania
$3.59K
HWA
2759
Heartwood Wealth Advisors
Virginia
$3.56K
LC
2760
Luminist Capital
Michigan
$3.54K
PCM
2761
Perritt Capital Management
Illinois
$3.33K
HIMS
2762
Hager Investment Management Services
New Hampshire
$3.08K
WOSD
2763
WFA of San Diego
California
$2.84K
FS
2764
Financially Speaking
Colorado
$2.61K
CB
2765
Centennial Bank
Arkansas
$2.37K
1NWS
2766
1 North Wealth Services
Maryland
$2.37K
MAM
2767
Morse Asset Management
Connecticut
$2.37K
BC
2768
Bulwark Capital
Florida
$2.37K
WOC
2769
West Oak Capital
California
$2.3K
CIAM
2770
Caitong International Asset Management
Hong Kong
$2.13K
PIS
2771
POM Investment Strategies
North Carolina
$2.13K
DCM
2772
Davis Capital Management
Florida
$2.13K
TLCM
2773
Twin Lakes Capital Management
California
$1.91K
RWPA
2774
Richard W. Paul & Associates
Michigan
$1.9K
HIA
2775
HFM Investment Advisors
New Jersey
$1.9K