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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
AIC
2851
Argus Investors Counsel
New York
WHC
2852
Wulff, Hansen & Co
California
FIC
2853
FCG Investment Company
Tennessee
LGA
2854
Lebenthal Global Advisors
New York
SIG
2855
Sargent Investment Group
Maryland
FRM
2856
Fox Run Management
Connecticut
BAM
2857
Blueshift Asset Management
New Jersey
BI
2858
Bradyco Inc
Massachusetts
GP
2859
Guardian Partners
Canada
CWA
2860
Consilium Wealth Advisory
Texas
MFS
2861
Mattson Financial Services
Michigan
CMANY
2862
Capital Management Associates (New York)
New York
TC
2863
TradeLink Capital
Illinois
PCP
2864
Proficio Capital Partners
Massachusetts
AIA
2865
AssuredPartners Investment Advisors
Florida
PA
2866
Prossimo Advisors
California
TCM
2867
Teza Capital Management
Illinois
CP
2868
Clarendon Private
Massachusetts
DTL
2869
Dynamic Technology Lab
Singapore
RPSA
2870
Richard P. Slaughter Associates
Texas
KWMG
2871
King Wealth Management Group
Florida
WWM
2872
Waterway Wealth Management
Texas
KFA
2873
Kapstone Financial Advisors
Ohio
TSMHT
2874
Thurston Springer Miller Herd & Titak
Indiana
HFM
2875
Hartford Funds Management
Pennsylvania