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